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Vanguard Short-Term Bond ETF

646 hedge funds and large institutions have $17.4B invested in Vanguard Short-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 248 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 7173 (+2)

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

2% more capital invested

Capital invested by funds: $17.2B → $17.4B (+$268M)

0% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 247

0.32% more ownership

Funds ownership: 68.83%69.15% (+0.32%)

0% more funds holding

Funds holding: 646646 (0)

Holders
646
Holders Change
Holders Change %
0%
% of All Funds
14.77%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.67%
New
59
Increased
248
Reduced
247
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
276
Nations Financial Group
Iowa
$1.43M +$138K +1,766 +11%
TTWM
277
TCV Trust & Wealth Management
Virginia
$1.43M -$487K -6,240 -25%
GC
278
Garde Capital
Washington
$1.42M +$120K +1,531 +9%
BEAM
279
Baker Ellis Asset Management
Washington
$1.41M -$31.2K -400 -2%
SCM
280
Stonehearth Capital Management
Massachusetts
$1.4M +$49.5K +633 +4%
LSAG
281
Lake Street Advisors Group
New Hampshire
$1.39M -$13K -167 -0.9%
CB
282
Community Bank
New York
$1.39M -$224K -2,870 -14%
Barclays
283
Barclays
United Kingdom
$1.38M +$1.38M +17,700 New
AWM
284
Altavista Wealth Management
North Carolina
$1.38M -$109K -1,400 -7%
CA
285
Commerzbank Aktiengesellschaft
Germany
$1.37M +$1.37M +17,600 New
FAIM
286
Financial Advocates Investment Management
Washington
$1.37M +$172K +2,208 +14%
Luther King Capital Management (LKCM)
287
Luther King Capital Management (LKCM)
Texas
$1.35M -$1.45M -18,517 Closed
FTIOP
288
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.35M -$172K -2,207 -11%
KPCM
289
Kings Point Capital Management
New York
$1.34M
CA
290
Cambridge Associates
Massachusetts
$1.32M -$2.19K -28 -0.2%
CHJWM
291
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.32M
BCM
292
Brookstone Capital Management
Illinois
$1.31M +$885K +11,327 +207%
APA
293
American Portfolios Advisors
New York
$1.28M -$20.5K -262 -2%
JWS
294
Juncture Wealth Strategies
Arizona
$1.28M +$74.1K +949 +6%
HL
295
HeadInvest LLC
Maine
$1.28M -$117K -1,500 -8%
CWM
296
Calamos Wealth Management
Illinois
$1.26M +$1.27M +16,201 New
CFA
297
Cahill Financial Advisors
Minnesota
$1.25M -$545K -6,981 -30%
RCS
298
Retirement Capital Strategies
California
$1.25M +$344K +4,406 +38%
SS
299
Simplicity Solutions
Minnesota
$1.25M -$1.23M -15,788 -50%
BBA
300
BLB&B Advisors
Pennsylvania
$1.23M -$58.5K -749 -5%

BSV Hedge Fund Activity: Q3 2018 in Review

646 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2018, worth a combined $17.4B — up 1.6% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BSV positions and 56 closed out — a net gain of 3 holders — while 248 added to existing stakes and 247 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $147M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $90.2M.

  • 646 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $17.4B of Vanguard Short-Term Bond ETF stock for Q3 2018, up 1.6% quarter-over-quarter.
  • 59 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2018 and 56 closed out, a net change of +3 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2018 was TD Ameritrade Investment Management, an estimated $147M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2018 was Beacon Capital Management Inc (Ohio), an estimated $90.2M sold.

Based on aggregated 13F filings for Q3 2018.