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Vanguard Short-Term Bond ETF

726 hedge funds and large institutions have $12.6B invested in Vanguard Short-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 285 increasing their positions, 246 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 246

1% less funds holding

Funds holding: 733726 (-7)

2% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 63

4.37% less ownership

Funds ownership: 62%57.62% (-4.4%)

9% less capital invested

Capital invested by funds: $13.9B → $12.6B (-$1.3B)

10% less funds holding in top 10

Funds holding in top 10: 7063 (-7)

Holders
726
Holders Change
-7
Holders Change %
-0.95%
% of All Funds
15.92%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.38%
New
62
Increased
285
Reduced
246
Closed
63
Calls
$2.19M
Puts
Net Calls
+$2.19M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
326
Baker Ellis Asset Management
Washington
$1.26M
FAM
327
Foothills Asset Management
Arizona
$1.25M +$975K +12,088 +351%
DMIC
328
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.25M
SCM
329
Stonehearth Capital Management
Massachusetts
$1.24M -$74.1K -919 -6%
SC
330
Savant Capital
Illinois
$1.23M -$81.1K -1,005 -6%
HF
331
HRT Financial
New York
$1.21M +$1.2M +14,923 New
BBA
332
BLB&B Advisors
Pennsylvania
$1.2M -$8.07K -100 -0.7%
WP
333
WealthSource Partners
California
$1.19M -$621K -7,700 -34%
MCM
334
Mengis Capital Management
Oregon
$1.19M -$78.6K -975 -6%
TFS
335
TrustCore Financial Services
Tennessee
$1.18M +$161 +2 +0%
FPFS
336
First Personal Financial Services
North Carolina
$1.18M
NAS
337
Nicolet Advisory Services
Wisconsin
$1.18M +$456K +5,656 +63%
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$1.17M +$92.7K +1,149 +9%
HFS
339
Howard Financial Services
Texas
$1.16M -$113K -1,400 -9%
SFS
340
Sowell Financial Services
Arkansas
$1.15M +$1.14M +14,168 New
AIM
341
Anchor Investment Management
South Carolina
$1.14M -$17.2K -213 -1%
JWM
342
Jackson Wealth Management
Florida
$1.14M -$949K -11,764 -45%
SG Americas Securities
343
SG Americas Securities
New York
$1.13M +$1.13M +14,000 New
SFS
344
Strategic Financial Services
New York
$1.12M -$205K -2,537 -15%
MFW
345
Mosaic Family Wealth
Missouri
$1.1M +$1.29K +16 +0.1%
AL
346
Aspiriant LLC
California
$1.08M +$115K +1,424 +12%
SWM
347
SeaCrest Wealth Management
New York
$1.07M -$237K -2,934 -18%
IP
348
Investment Partners
Ohio
$1.06M -$22.4K -278 -2%
CB
349
Community Bank
New York
$1.06M -$210K -2,605 -17%
CWM
350
Confluence Wealth Management
Oregon
$1.06M -$103K -1,271 -9%

BSV Hedge Fund Activity: Q3 2019 in Review

726 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2019, worth a combined $12.6B — down 9.3% from $13.9B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of BSV and 62 opened new positions — a net loss of 1 holder — while 246 trimmed existing stakes and 285 added.

The largest buyer was Bank of America, adding an estimated $80.1M. The largest seller was JP Morgan Chase, cutting an estimated $1.26B.

  • 726 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2019, down from 733 in Q2 2019.
  • Funds reported $12.6B of Vanguard Short-Term Bond ETF stock for Q3 2019, down 9.3% quarter-over-quarter.
  • 62 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2019 and 63 closed out, a net change of -1 holder.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2019 was Bank of America, an estimated $80.1M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2019 was JP Morgan Chase, an estimated $1.26B sold.

Based on aggregated 13F filings for Q3 2019.