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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
MA
301
Mangham Associates
Virginia
$1.49M
Luther King Capital Management (LKCM)
302
Luther King Capital Management (LKCM)
Texas
$1.46M
BFA
303
Bragg Financial Advisors
North Carolina
$1.46M +$216K +2,740 +18%
V
304
Veritable
Delaware
$1.46M -$125K -1,589 -8%
CANC
305
Culbertson A N & Co
Virginia
$1.46M +$654K +8,290 +83%
GIA
306
Gladstone Institutional Advisory
Florida
$1.44M +$113K +1,430 +9%
PAS
307
Park Avenue Securities
New York
$1.44M +$1.43M +18,130 New
CWM
308
Confluence Wealth Management
Oregon
$1.42M -$721K -9,130 -34%
FAIM
309
Financial Advocates Investment Management
Washington
$1.41M -$1.5M -19,052 -52%
PAS
310
Partnervest Advisory Services
California
$1.41M +$164K +2,081 +13%
HFS
311
Howard Financial Services
Texas
$1.41M -$1.46M -18,506 -51%
RJT
312
Raymond James Trust
Florida
$1.39M -$130K -1,652 -9%
MIAN
313
Mariner Independent Advisor Network
Kansas
$1.39M +$115K +1,459 +9%
PB
314
Pinnacle Bancorp
Nebraska
$1.39M +$7.26K +92 +0.5%
CAM
315
Columbia Asset Management
Michigan
$1.39M +$1.37M +17,415 New
VCM
316
Vivaldi Capital Management
Illinois
$1.38M +$590K +7,476 +76%
GCA
317
Gradient Capital Advisors
California
$1.38M -$82.8K -1,049 -6%
GVAG
318
Great Valley Advisor Group
Delaware
$1.36M +$282K +3,569 +26%
SCM
319
Stonehearth Capital Management
Massachusetts
$1.36M -$10.1K -128 -0.7%
FLA
320
Financial Life Advisors
Texas
$1.35M -$1.3M -16,440 -49%
CA
321
Cambridge Associates
Massachusetts
$1.35M
BAM
322
Baldrige Asset Management
Pennsylvania
$1.34M +$1.32M +16,788 New
CB
323
Community Bank
New York
$1.33M -$67.5K -855 -5%
KPCM
324
Kings Point Capital Management
New York
$1.33M +$34.3K +434 +3%
BP
325
Ballentine Partners
Massachusetts
$1.33M +$1.32M +16,700 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.