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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
TSW
351
Thompson Siegel & Walmsley
Virginia
$5K
TJHA
352
Thomas J. Herzfeld Advisors
Florida
$4K +$3.85K +48 New
MIH
353
Madison Investment Holdings
Wisconsin
-$36.8M -459,744 Closed
TH
354
TCTC Holdings
Texas
-$22.9M -286,075 Closed
DS
355
DRW Securities
Illinois
-$10.8M -135,262 Closed
Jane Street
356
Jane Street
New York
-$2.29M -28,653 Closed
OCG
357
Opus Capital Group
Ohio
-$858K -10,710 Closed
DSN
358
D. Scott Neal
Kentucky
-$730K -9,110 Closed
WB
359
WesBanco Bank
West Virginia
-$477K -5,960 Closed
CAPTRUST Financial Advisors
360
CAPTRUST Financial Advisors
North Carolina
-$250K -3,126 Closed
DAS
361
Dynamic Advisor Solutions
Arizona
-$243K -3,033 Closed
Fisher Asset Management
362
Fisher Asset Management
Washington
-$241K -3,011 Closed
LYV
363
Live Your Vision
Pennsylvania
-$240K -2,995 Closed
CCM
364
Chilton Capital Management
Texas
-$232K -2,900 Closed
RT
365
Rockland Trust
Massachusetts
-$212K -2,649 Closed
MBT
366
Montecito Bank & Trust
California
-$207K -2,580 Closed
Thrivent Financial for Lutherans
367
Thrivent Financial for Lutherans
Minnesota
-$205K -2,559 Closed
LFG
368
LifePlan Financial Group
Ohio
-$136K -1,700 Closed
PP
369
Palladium Partners
Virginia
-$132K -1,650 Closed
BJ
370
Brouwer & Janachowski
California
-$112K -1,399 Closed
PWAG
371
Polaris Wealth Advisory Group
California
-$109K -1,361 Closed
CHC
372
City Holding Co
West Virginia
-$16K -195 Closed
TCM
373
Tradewinds Capital Management
Washington
-$1K -14 Closed

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.