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Vanguard Short-Term Bond ETF

646 hedge funds and large institutions have $17.4B invested in Vanguard Short-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 248 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 7173 (+2)

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

2% more capital invested

Capital invested by funds: $17.2B → $17.4B (+$268M)

0% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 247

0.32% more ownership

Funds ownership: 68.83%69.15% (+0.32%)

0% more funds holding

Funds holding: 646646 (0)

Holders
646
Holders Change
Holders Change %
0%
% of All Funds
14.77%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.67%
New
59
Increased
248
Reduced
247
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$996K -$10.7K -137 -1%
JGUA
327
John G. Ullman & Associates
New York
$987K +$2.73K +35 +0.3%
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$968K +$8.05K +103 +0.8%
RC
329
RegentAtlantic Capital
New Jersey
$940K +$515K +6,591 +121%
UBV
330
United Bank (Virginia)
Virginia
$931K -$43.1K -552 -4%
CA
331
Continuum Advisory
Idaho
$900K -$49K -627 -5%
FA
332
Fagan Associates
New York
$893K -$703 -9 -0.1%
TAM
333
Todd Asset Management
Kentucky
$889K -$127K -1,629 -13%
MFT
334
Moisand Fitzgerald Tamayo
Florida
$889K -$56.2K -719 -6%
KCPG
335
Kavar Capital Partners Group
Kansas
$865K -$38.3K -490 -4%
GWCM
336
Godshalk Welsh Capital Management
Pennsylvania
$851K -$11.7K -150 -1%
HNB
337
Huntington National Bank
Ohio
$848K
Calamos Advisors
338
Calamos Advisors
Illinois
$845K +$846K +10,833 New
EWM
339
Empirical Wealth Management
Washington
$844K +$320K +4,097 +61%
SC
340
SouthState Corp
Florida
$820K +$211K +2,697 +35%
WTC
341
WhitTier Trust Company
Nevada
$820K +$768K +9,833 +1,446%
HCP
342
Holt Capital Partners
Texas
$811K -$39.1K -500 -5%
NGA
343
Naples Global Advisors
Florida
$810K -$7.03K -90 -0.9%
BAM
344
Belpointe Asset Management
Nevada
$804K +$498K +6,373 +162%
MWP
345
MYCIO Wealth Partners
Pennsylvania
$797K +$51.4K +658 +7%
AWM
346
Aries Wealth Management
Maine
$785K
SBIA
347
Sheaff Brock Investment Advisors
Indiana
$780K +$781K +10,000 New
PPA
348
Parametric Portfolio Associates
Washington
$764K
N
349
Natixis
France
$757K +$87.6K +1,121 +13%
SC
350
Slow Capital
California
$749K -$207K -2,648 -22%

BSV Hedge Fund Activity: Q3 2018 in Review

646 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2018, worth a combined $17.4B — up 1.6% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BSV positions and 56 closed out — a net gain of 3 holders — while 248 added to existing stakes and 247 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $147M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $90.2M.

  • 646 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $17.4B of Vanguard Short-Term Bond ETF stock for Q3 2018, up 1.6% quarter-over-quarter.
  • 59 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2018 and 56 closed out, a net change of +3 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2018 was TD Ameritrade Investment Management, an estimated $147M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2018 was Beacon Capital Management Inc (Ohio), an estimated $90.2M sold.

Based on aggregated 13F filings for Q3 2018.