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Vanguard Short-Term Bond ETF

350 hedge funds and large institutions have $8.37B invested in Vanguard Short-Term Bond ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

15% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 123

8% more capital invested

Capital invested by funds: $7.75B → $8.37B (+$623M)

1.68% more ownership

Funds ownership: 56.08%57.76% (+1.7%)

1% more funds holding

Funds holding: 348350 (+2)

6% less funds holding in top 10

Funds holding in top 10: 4946 (-3)

Holders
350
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
10.06%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
1.32%
New
26
Increased
141
Reduced
123
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
301
M Holdings Securities
Oregon
$205K +$205K +2,556 New
IAA
302
Ironsides Asset Advisors
North Carolina
$203K +$203K +2,530 New
VC
303
Vicus Capital
Pennsylvania
$202K +$202K +2,512 New
CICI
304
Capital Investment Counsel Inc
North Carolina
$201K -$6.02K -75 -3%
BIM
305
Baldwin Investment Management
Pennsylvania
$201K
SAM
306
Summit Asset Management
Tennessee
$201K
ONB
307
Old National Bancorp
Indiana
$201K +$201K +2,507 New
SA
308
SRH Advisors
Kansas
$195K
HCM
309
Horrell Capital Management
Arkansas
$195K +$86.2K +1,075 +79%
SIA
310
SeaBridge Investment Advisors
New Jersey
$185K
TCM
311
TD Capital Management
Tennessee
$167K +$481 +6 +0.3%
CAL
312
Capital Advisors Ltd
Ohio
$166K +$241 +3 +0.1%
IPC
313
Independent Portfolio Consultants
Florida
$152K +$152K +1,890 New
RFA
314
Reilly Financial Advisors
California
$144K
KT
315
Kanaly Trust
Texas
$139K
BCI
316
Brinker Capital Investments
Pennsylvania
$117K
AA
317
AlphaMark Advisors
Kentucky
$112K
FWM
318
Focused Wealth Management
New York
$111K +$74.7K +931 +205%
ACM
319
Antonetti Capital Management
Florida
$102K
VIA
320
Vantage Investment Advisors
Pennsylvania
$101K +$89.8K +1,120 +806%
TCOV
321
Trust Company of Vermont
Vermont
$100K
PFSC
322
Peoples Financial Services Corp
Pennsylvania
$100K +$100K +1,250 New
BBHC
323
Brown Brothers Harriman & Co
New York
$96K
OIA
324
Optimum Investment Advisors
Illinois
$94K
GGPS
325
Gary Goldberg Planning Services
New York
$84K -$12K -150 -13%

BSV Hedge Fund Activity: Q2 2014 in Review

350 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2014, worth a combined $8.37B — up 8% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSV positions and 21 closed out — a net gain of 5 holders — while 141 added to existing stakes and 123 trimmed.

The largest buyer was Bank of America, adding an estimated $217M. The largest seller was Wells Fargo, cutting an estimated $92M.

  • 350 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2014, up from 348 in Q1 2014.
  • Funds reported $8.37B of Vanguard Short-Term Bond ETF stock for Q2 2014, up 8% quarter-over-quarter.
  • 26 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2014 and 21 closed out, a net change of +5 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2014 was Bank of America, an estimated $217M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2014.