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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
HI
326
Hudock Inc
Pennsylvania
$83K -$1.28K -16 -2%
PSC
327
Prentiss Smith & Co
Vermont
$80K
SF
328
Synovus Financial
Georgia
$65K
CG
329
Colony Group
Massachusetts
$64K
ST
330
Smithfield Trust
Pennsylvania
$61K +$19.5K +243 +47%
EFSCE
331
Enterprise Financial Services Corp (EFSC)
Missouri
$45K
BRWM
332
B. Riley Wealth Management
Tennessee
$44K +$42.4K +528 +2,200%
AP
333
Atwood & Palmer
Missouri
$43K +$42.5K +530 New
BCM
334
Blume Capital Management
California
$39K
EWM
335
Evercore Wealth Management
New York
$33K
FBT
336
Founders Bank & Trust
Michigan
$27K
MAS
337
Madden Advisory Services
Florida
$25K -$17.5K -218 -42%
SSB
338
Sandy Spring Bank
Maryland
$25K +$24.5K +306 New
M
339
MOTCO
Texas
$24K
DBT
340
Dubuque Bank & Trust
Iowa
$23K
MIM
341
Macroview Investment Management
Maryland
$22K
SNT
342
Security National Trust
West Virginia
$20K
WTC
343
WhitTier Trust Company
Nevada
$18K
Northern Trust
344
Northern Trust
Illinois
$17K +$78.9K +984 +5%
CA
345
CapWealth Advisors
Tennessee
$16K
JFA
346
JNBA Financial Advisors
Minnesota
$14K
First Manhattan
347
First Manhattan
New York
$10K
BAM
348
Brave Asset Management
New Jersey
$8K
MSFP
349
Mark Sheptoff Financial Planning
Connecticut
$7K
NFG
350
Next Financial Group
Texas
$6K +$6.42K +80 New

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.