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Vanguard Short-Term Bond ETF

348 hedge funds and large institutions have $7.75B invested in Vanguard Short-Term Bond ETF in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 118

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3% more funds holding

Funds holding: 339348 (+9)

1% more capital invested

Capital invested by funds: $7.67B → $7.75B (+$74.2M)

0.56% less ownership

Funds ownership: 56.63%56.08% (-0.56%)

Holders
348
Holders Change
+9
Holders Change %
+2.65%
% of All Funds
10.05%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
1.41%
New
32
Increased
146
Reduced
118
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
301
Thrivent Financial for Lutherans
Minnesota
$205K -$997K -12,429 -83%
SAM
302
Summit Asset Management
Tennessee
$201K
TT
303
Tower Trust
Indiana
$201K
BIM
304
Baldwin Investment Management
Pennsylvania
$200K +$200K +2,500 New
SA
305
SRH Advisors
Kansas
$195K -$144K -1,800 -43%
SIA
306
SeaBridge Investment Advisors
New Jersey
$184K
TCM
307
TD Capital Management
Tennessee
$166K +$321 +4 +0.2%
CAL
308
Capital Advisors Ltd
Ohio
$165K +$321 +4 +0.2%
RFA
309
Reilly Financial Advisors
California
$144K -$27.8K -347 -16%
KT
310
Kanaly Trust
Texas
$139K
LFG
311
LifePlan Financial Group
Ohio
$136K
PP
312
Palladium Partners
Virginia
$132K +$132K +1,650 New
BCI
313
Brinker Capital Investments
Pennsylvania
$116K
AA
314
AlphaMark Advisors
Kentucky
$112K
BJ
315
Brouwer & Janachowski
California
$112K +$112K +1,399 New
PWAG
316
Polaris Wealth Advisory Group
California
$109K -$6.74K -84 -6%
HCM
317
Horrell Capital Management
Arkansas
$108K
ACM
318
Antonetti Capital Management
Florida
$102K +$32.1K +400 +46%
TCOV
319
Trust Company of Vermont
Vermont
$100K
BBHC
320
Brown Brothers Harriman & Co
New York
$96K
GGPS
321
Gary Goldberg Planning Services
New York
$96K
OIA
322
Optimum Investment Advisors
Illinois
$93K -$72.2K -900 -44%
HI
323
Hudock Inc
Pennsylvania
$84K
PSC
324
Prentiss Smith & Co
Vermont
$80K +$80.2K +1,000 New
SF
325
Synovus Financial
Georgia
$65K -$36.2K -451 -36%

BSV Hedge Fund Activity: Q1 2014 in Review

348 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2014, worth a combined $7.75B — up 0.97% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSV positions and 22 closed out — a net gain of 10 holders — while 146 added to existing stakes and 118 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $68.9M. The largest seller was Envestnet Asset Management, cutting an estimated $45.4M.

  • 348 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2014, up from 339 in Q4 2013.
  • Funds reported $7.75B of Vanguard Short-Term Bond ETF stock for Q1 2014, up 0.97% quarter-over-quarter.
  • 32 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2014 and 22 closed out, a net change of +10 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2014 was Managed Account Advisors, an estimated $68.9M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2014 was Envestnet Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q1 2014.