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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
DAS
351
Dynamic Advisor Solutions
Arizona
$727K -$16.6K -212 -2%
IWC
352
Integrated Wealth Concepts
Massachusetts
$726K +$289K +3,698 +66%
FHA
353
Flagship Harbor Advisors
Massachusetts
$722K +$152K +1,950 +27%
SJIC
354
St. James Investment Company
Texas
$714K
CWM
355
Connecticut Wealth Management
Connecticut
$706K -$106K -1,360 -13%
JFGIW
356
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$703K +$6.09K +78 +0.9%
BAMG
357
Brand Asset Management Group
Missouri
$690K +$27.1K +347 +4%
DSC
358
Duncker Streett & Co
Missouri
$676K -$23.4K -299 -3%
SAS
359
Sage Advisory Services
Texas
$669K -$564K -7,225 -46%
PAMG
360
Patton Albertson Miller Group
Tennessee
$664K
ACI
361
Alpha Cubed Investments
California
$664K +$40.2K +515 +6%
DC
362
Davenport & Co
Virginia
$664K +$105K +1,350 +19%
FHA
363
First Horizon Advisors
Tennessee
$647K -$156K -1,994 -19%
JCM
364
Jacobi Capital Management
Pennsylvania
$642K -$39.8K -509 -6%
BW
365
Bison Wealth
Georgia
$640K -$789K -10,103 -55%
TL
366
TrueWealth LLC
Georgia
$639K +$36.5K +467 +6%
B
367
Bailard
California
$631K +$91K +1,165 +17%
PC
368
Palo Capital
California
$630K -$1.91M -24,509 -75%
KLI
369
Kelman-Lazarov Inc
Tennessee
$630K
CANC
370
Culbertson A N & Co
Virginia
$627K +$331K +4,240 +112%
SDWMA
371
Schneider Downs Wealth Management Advisors
Pennsylvania
$615K -$199K -2,548 -24%
CCT
372
Capital City Trust
Florida
$611K +$22K +281 +4%
Bessemer Group
373
Bessemer Group
New Jersey
$610K +$30.5K +391 +5%
CB
374
Chemical Bank
Michigan
$609K +$6.09K +78 +1%
GIM
375
Goelzer Investment Management
Indiana
$607K +$35.2K +450 +6%

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.