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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
CG
326
Colony Group
Massachusetts
$63K -$481 -6 -0.8%
EFSCE
327
Enterprise Financial Services Corp (EFSC)
Missouri
$44K -$70.2K -875 -61%
MAS
328
Madden Advisory Services
Florida
$42K +$17.5K +218 +71%
ST
329
Smithfield Trust
Pennsylvania
$41K
BCM
330
Blume Capital Management
California
$39K
FWM
331
Focused Wealth Management
New York
$36K -$78.2K -975 -68%
EWM
332
Evercore Wealth Management
New York
$33K
FBT
333
Founders Bank & Trust
Michigan
$27K
M
334
MOTCO
Texas
$23K
DBT
335
Dubuque Bank & Trust
Iowa
$23K +$22.5K +281 New
MIM
336
Macroview Investment Management
Maryland
$22K -$8.02K -100 -27%
SNT
337
Security National Trust
West Virginia
$20K +$20.4K +255 New
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$19K +$6.42K +80 +52%
WTC
339
WhitTier Trust Company
Nevada
$18K
Northern Trust
340
Northern Trust
Illinois
$16K -$17.8M -221,865 -91%
CA
341
CapWealth Advisors
Tennessee
$16K
CHC
342
City Holding Co
West Virginia
$16K +$15.6K +195 New
JFA
343
JNBA Financial Advisors
Minnesota
$14K
VIA
344
Vantage Investment Advisors
Pennsylvania
$11K
First Manhattan
345
First Manhattan
New York
$10K
BAM
346
Brave Asset Management
New Jersey
$8K
MSFP
347
Mark Sheptoff Financial Planning
Connecticut
$7K +$7.14K +89 New
TSW
348
Thompson Siegel & Walmsley
Virginia
$5K
BRWM
349
B. Riley Wealth Management
Tennessee
$2K +$1.92K +24 New
FFS
350
Founders Financial Securities
Maryland
$1.71K +$654K +8,160 +62%

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.