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Vanguard Short-Term Bond ETF

733 hedge funds and large institutions have $13.9B invested in Vanguard Short-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 287 increasing their positions, 259 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 50

11% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 259

5.15% more ownership

Funds ownership: 56.84%62% (+5.2%)

2% more funds holding

Funds holding: 717733 (+16)

2% more capital invested

Capital invested by funds: $13.6B → $13.9B (+$280M)

11% less funds holding in top 10

Funds holding in top 10: 7970 (-9)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
733
Holders Change
+16
Holders Change %
+2.23%
% of All Funds
15.92%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
1.52%
New
77
Increased
287
Reduced
259
Closed
50
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
301
Kings Point Capital Management
New York
$1.4M +$47.8K +599 +4%
V
302
Veritable
Delaware
$1.37M -$102K -1,281 -7%
Luther King Capital Management (LKCM)
303
Luther King Capital Management (LKCM)
Texas
$1.36M
GCA
304
Gradient Capital Advisors
California
$1.35M -$38.7K -485 -3%
BP
305
Ballentine Partners
Massachusetts
$1.34M
LRPA
306
L. Roy Papp & Associates
Arizona
$1.34M +$1.33M +16,702 New
PB
307
Pinnacle Bancorp
Nebraska
$1.34M -$66.5K -834 -5%
W
308
Wealthquest
Ohio
$1.33M +$43.2K +542 +3%
SFS
309
Strategic Financial Services
New York
$1.32M -$191K -2,398 -13%
BAM
310
Baldrige Asset Management
Pennsylvania
$1.32M -$34.4K -431 -3%
MFG
311
MidWestOne Financial Group
Iowa
$1.31M +$1.3M +16,330 New
SC
312
Savant Capital
Illinois
$1.31M +$1.3M +16,259 New
SCM
313
Stonehearth Capital Management
Massachusetts
$1.31M -$65.6K -823 -5%
SWM
314
SeaCrest Wealth Management
New York
$1.3M +$204K +2,563 +19%
CB
315
Community Bank
New York
$1.27M -$81.3K -1,020 -6%
HFS
316
Howard Financial Services
Texas
$1.26M -$156K -1,957 -11%
IWC
317
Integrated Wealth Concepts
Massachusetts
$1.26M -$153K -1,922 -9%
MCM
318
Mengis Capital Management
Oregon
$1.26M -$307K -3,850 -20%
BEAM
319
Baker Ellis Asset Management
Washington
$1.26M -$7.97K -100 -0.6%
CANC
320
Culbertson A N & Co
Virginia
$1.25M -$220K -2,755 -15%
DMIC
321
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.25M
CAM
322
Cresset Asset Management
Illinois
$1.23M +$448K +5,616 +58%
ACP
323
Ashfield Capital Partners
California
$1.22M -$1.22M -15,276 Closed
BNP Paribas Financial Markets
324
BNP Paribas Financial Markets
France
$1.22M -$7.32M -91,838 -86%
CF
325
Centaurus Financial
California
$1.21M +$1.1M +13,854 +1,201%

BSV Hedge Fund Activity: Q2 2019 in Review

733 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2019, worth a combined $13.9B — up 2.1% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new BSV positions and 50 closed out — a net gain of 27 holders — while 287 added to existing stakes and 259 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $68.9M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $109M.

  • 733 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2019, up from 717 in Q1 2019.
  • Funds reported $13.9B of Vanguard Short-Term Bond ETF stock for Q2 2019, up 2.1% quarter-over-quarter.
  • 77 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2019 and 50 closed out, a net change of +27 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $68.9M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $109M sold.

Based on aggregated 13F filings for Q2 2019.