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Vanguard Short-Term Bond ETF

718 hedge funds and large institutions have $13.6B invested in Vanguard Short-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 259 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

2% more funds holding

Funds holding: 706718 (+12)

5% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 272

12.8% less ownership

Funds ownership: 69.65%56.85% (-13%)

20% less funds holding in top 10

Funds holding in top 10: 9979 (-20)

30% less capital invested

Capital invested by funds: $19.4B → $13.6B (-$5.81B)

Holders
718
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
15.54%
Holding in Top 10
79
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.2%
% of All Funds
1.71%
New
79
Increased
259
Reduced
272
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
276
Lake Street Advisors Group
New Hampshire
$1.8M +$366K +4,635 +26%
PG
277
Proffitt & Goodson
Tennessee
$1.75M +$82.3K +1,043 +5%
PAM
278
Peak Asset Management
Colorado
$1.74M +$891K +11,295 +106%
KIM
279
Karpus Investment Management
New York
$1.72M -$3.01M -38,125 -64%
ACM
280
AlphaStar Capital Management
North Carolina
$1.7M -$23.5K -298 -1%
VAS
281
Vestmark Advisory Solutions
Massachusetts
$1.7M +$1.68M +21,306 New
PCM
282
Pointe Capital Management
Michigan
$1.69M -$149K -1,893 -8%
HSBC Holdings
283
HSBC Holdings
United Kingdom
$1.69M
NFG
284
Nations Financial Group
Iowa
$1.67M +$20.3K +257 +1%
AA
285
Alesco Advisors
New York
$1.67M +$277K +3,505 +20%
PL
286
Plancorp LLC
Missouri
$1.66M +$11.5K +146 +0.7%
IWC
287
Integrated Wealth Concepts
Massachusetts
$1.66M +$383K +4,848 +30%
OWD
288
Osborn Williams & Donohoe
Ohio
$1.64M +$1.63M +20,714 New
BAM
289
Brave Asset Management
New Jersey
$1.6M +$44.3K +561 +3%
WS
290
Wedbush Securities
California
$1.6M +$93.3K +1,182 +6%
LFG
291
Larson Financial Group
Missouri
$1.58M +$36.8K +466 +2%
GWMIA
292
Global Wealth Management Investment Advisory
Florida
$1.56M +$39.6K +502 +3%
HWA
293
Hillcrest Wealth Advisors
New Jersey
$1.55M -$473K -6,000 -24%
MCM
294
Mengis Capital Management
Oregon
$1.55M -$50.9K -645 -3%
OC
295
Oppenheimer & Co
New York
$1.52M +$46.8K +593 +3%
AL
296
Aspiriant LLC
California
$1.52M -$626K -7,928 -29%
SIA
297
Strategic Investment Advisors
Michigan
$1.52M +$190K +2,406 +14%
IWM
298
IHT Wealth Management
Illinois
$1.5M -$178K -2,254 -11%
SFS
299
Strategic Financial Services
New York
$1.5M -$161K -2,036 -10%
AIC
300
Ameritas Investment Company
Nebraska
$1.5M +$1.48M +18,802 New

BSV Hedge Fund Activity: Q1 2019 in Review

718 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2019, worth a combined $13.6B — down 30% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BSV positions and 58 closed out — a net gain of 21 holders — while 259 added to existing stakes and 272 trimmed.

The largest buyer was Jane Street, adding an estimated $87.8M. The largest seller was Bank of America, cutting an estimated $3.18B.

  • 718 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2019, up from 706 in Q4 2018.
  • Funds reported $13.6B of Vanguard Short-Term Bond ETF stock for Q1 2019, down 30% quarter-over-quarter.
  • 79 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2019 and 58 closed out, a net change of +21 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2019 was Jane Street, an estimated $87.8M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $3.18B sold.

Based on aggregated 13F filings for Q1 2019.