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Vanguard Short-Term Bond ETF

415 hedge funds and large institutions have $9.4B invested in Vanguard Short-Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 138 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

26% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 138

13% more capital invested

Capital invested by funds: $8.34B → $9.4B (+$1.06B)

2.5% more ownership

Funds ownership: 57.74%60.23% (+2.5%)

2% more funds holding

Funds holding: 405415 (+10)

7% less funds holding in top 10

Funds holding in top 10: 5753 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $217K

Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
11.06%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
1.41%
New
51
Increased
174
Reduced
138
Closed
34
Calls
Puts
$217K
Net Calls
-$217K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
KSA
326
Ken Stern & Associates
California
$282K +$281K +3,506 New
HIM
327
Hanlon Investment Management
New Jersey
$278K +$20.8K +259 +8%
RFA
328
Reilly Financial Advisors
California
$276K -$33.9K -422 -11%
NDSI
329
Newman Dignan & Sheerar Inc
Rhode Island
$276K +$276K +3,433 New
CTB
330
Country Trust Bank
Illinois
$268K
BEAM
331
Baker Ellis Asset Management
Washington
$266K
CAS
332
Cue Advisory Services
Arizona
$257K -$10.5K -131 -4%
SIA
333
Stancorp Investment Advisers
Oregon
$256K +$80 +1 +0%
GWCM
334
Godshalk Welsh Capital Management
Pennsylvania
$254K +$128K +1,600 +103%
FMWA
335
Forvis Mazars Wealth Advisors
Missouri
$248K +$247K +3,075 New
FHC
336
First Heartland Consultants
Missouri
$239K +$238K +2,964 New
IWMPD
337
Integrated Wealth Management (Palm Desert)
California
$239K +$239K +2,975 New
CS
338
Cannell & Spears
New York
$236K +$235K +2,927 New
I
339
IberiaBank
Louisiana
$233K +$232K +2,892 New
SAM
340
Shamrock Asset Management
Texas
$232K -$39.4K -491 -15%
S
341
SignatureFD
Georgia
$229K
BCM
342
Brookmont Capital Management
Texas
$228K +$227K +2,829 New
ICAS
343
Investors Capital Advisory Services
Massachusetts
$225K +$224K +2,796 New
MHS
344
M Holdings Securities
Oregon
$215K
Chevy Chase Trust
345
Chevy Chase Trust
Maryland
$210K -$28.7K -357 -12%
CPO
346
Cerity Partners OCIO
New York
$208K -$19.7K -245 -9%
EWM
347
Evermay Wealth Management
Virginia
$207K +$206K +2,565 New
CCT
348
Capital City Trust
Florida
$203K +$202K +2,520 New
HNB
349
Huntington National Bank
Ohio
$200K +$199K +2,484 New
JFGIW
350
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$199K -$15.3K -190 -7%

BSV Hedge Fund Activity: Q1 2015 in Review

415 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2015, worth a combined $9.4B — up 13% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BSV positions and 34 closed out — a net gain of 17 holders — while 174 added to existing stakes and 138 trimmed.

The largest buyer was Bank of America, adding an estimated $324M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $306M.

  • 415 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2015, up from 405 in Q4 2014.
  • Funds reported $9.4B of Vanguard Short-Term Bond ETF stock for Q1 2015, up 13% quarter-over-quarter.
  • 51 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2015 and 34 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2015 was Bank of America, an estimated $324M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $306M sold.

Based on aggregated 13F filings for Q1 2015.