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Vanguard Short-Term Bond ETF

718 hedge funds and large institutions have $13.6B invested in Vanguard Short-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 259 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

2% more funds holding

Funds holding: 706718 (+12)

5% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 272

12.8% less ownership

Funds ownership: 69.65%56.85% (-13%)

20% less funds holding in top 10

Funds holding in top 10: 9979 (-20)

30% less capital invested

Capital invested by funds: $19.4B → $13.6B (-$5.81B)

Holders
718
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
15.54%
Holding in Top 10
79
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.2%
% of All Funds
1.71%
New
79
Increased
259
Reduced
272
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
351
Beacon Investment Advisory Services
New Jersey
$1.05M -$210K -2,664 -17%
GC
352
Garde Capital
Washington
$1.01M -$294K -3,721 -23%
MCM
353
Monument Capital Management
Virginia
$1.01M +$451K +5,718 +82%
CHJWM
354
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1M -$20.1K -255 -2%
PNC
355
Park National Corp
Ohio
$997K -$170K -2,157 -15%
MSS
356
Mitchell Sinkler & Starr
Pennsylvania
$995K -$908K -11,500 -48%
DAS
357
Dynamic Advisor Solutions
Arizona
$973K -$55.4K -702 -5%
AWM
358
Altavista Wealth Management
North Carolina
$961K -$296K -3,750 -24%
ATC
359
Argent Trust Co
Tennessee
$958K -$277K -3,516 -23%
GWCM
360
Godshalk Welsh Capital Management
Pennsylvania
$955K +$63.1K +800 +7%
WCM
361
Weik Capital Management
Pennsylvania
$954K +$19.8K +251 +2%
UBV
362
United Bank (Virginia)
Virginia
$949K
JGUA
363
John G. Ullman & Associates
New York
$941K -$163K -2,064 -15%
MWP
364
MYCIO Wealth Partners
Pennsylvania
$936K +$55.2K +700 +6%
HCM
365
Harvest Capital Management
New Hampshire
$930K +$158K +2,000 +21%
HNB
366
Huntington National Bank
Ohio
$902K
EWM
367
Empirical Wealth Management
Washington
$896K +$39.2K +497 +5%
PFS
368
Prospera Financial Services
Texas
$888K -$70K -887 -7%
BF
369
BOK Financial
Oklahoma
$887K +$113K +1,427 +15%
SG Americas Securities
370
SG Americas Securities
New York
$877K +$869K +11,015 New
FCBT
371
First Citizens Bank & Trust
North Carolina
$875K -$166K -2,109 -16%
MFT
372
Moisand Fitzgerald Tamayo
Florida
$875K -$63.1K -800 -7%
LA
373
LVW Advisors
New York
$870K +$256K +3,241 +42%
AMG
374
Asset Management Group
Connecticut
$842K +$2.45K +31 +0.3%
LFAS
375
Level Four Advisory Services
Texas
$819K +$192K +2,439 +31%

BSV Hedge Fund Activity: Q1 2019 in Review

718 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2019, worth a combined $13.6B — down 30% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BSV positions and 58 closed out — a net gain of 21 holders — while 259 added to existing stakes and 272 trimmed.

The largest buyer was Jane Street, adding an estimated $87.8M. The largest seller was Bank of America, cutting an estimated $3.18B.

  • 718 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2019, up from 706 in Q4 2018.
  • Funds reported $13.6B of Vanguard Short-Term Bond ETF stock for Q1 2019, down 30% quarter-over-quarter.
  • 79 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2019 and 58 closed out, a net change of +21 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2019 was Jane Street, an estimated $87.8M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $3.18B sold.

Based on aggregated 13F filings for Q1 2019.