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Vanguard Short-Term Bond ETF

733 hedge funds and large institutions have $13.9B invested in Vanguard Short-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 287 increasing their positions, 259 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 50

11% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 259

5.15% more ownership

Funds ownership: 56.84%62% (+5.2%)

2% more funds holding

Funds holding: 717733 (+16)

2% more capital invested

Capital invested by funds: $13.6B → $13.9B (+$280M)

11% less funds holding in top 10

Funds holding in top 10: 7970 (-9)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
733
Holders Change
+16
Holders Change %
+2.23%
% of All Funds
15.92%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
1.52%
New
77
Increased
287
Reduced
259
Closed
50
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
351
Corda Investment Management
Texas
$1.03M +$1.02M +12,775 New
CFB
352
Cullen/Frost Bankers
Texas
$1.02M -$1.31M -16,464 -57%
DBT
353
Dubuque Bank & Trust
Iowa
$1.02M +$1.01M +12,620 New
AAM
354
Aureus Asset Management
Massachusetts
$1.01M +$1M +12,565 New
CHJWM
355
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.01M
MSS
356
Mitchell Sinkler & Starr
Pennsylvania
$1.01M
WWM
357
Western Wealth Management
Colorado
$1.01M -$149K -1,866 -13%
RFC
358
Regions Financial Corp
Alabama
$996K -$227K -2,841 -19%
GC
359
Garde Capital
Washington
$979K -$43.7K -548 -4%
MWP
360
MYCIO Wealth Partners
Pennsylvania
$975K +$27.9K +350 +3%
CIC
361
Carnegie Investment Counsel
Ohio
$972K -$303K -3,805 -24%
AWM
362
Altavista Wealth Management
North Carolina
$972K
AL
363
Aspiriant LLC
California
$965K -$567K -7,113 -37%
GWCM
364
Godshalk Welsh Capital Management
Pennsylvania
$942K -$23.9K -300 -3%
Prudential Financial
365
Prudential Financial
New Jersey
$935K +$120K +1,504 +15%
JGUA
366
John G. Ullman & Associates
New York
$934K -$18.2K -228 -2%
ATC
367
Argent Trust Co
Tennessee
$933K -$35.7K -448 -4%
LA
368
LVW Advisors
New York
$931K +$49.8K +624 +6%
PNC
369
Park National Corp
Ohio
$923K -$84.8K -1,064 -8%
UBV
370
United Bank (Virginia)
Virginia
$900K -$59.6K -748 -6%
BIAS
371
Beacon Investment Advisory Services
New Jersey
$893K -$168K -2,105 -16%
RPG
372
Resource Planning Group
Georgia
$880K +$871K +10,927 New
LCM
373
Liberty Capital Management
Michigan
$878K +$870K +10,905 New
JCM
374
Jacobsen Capital Management
Utah
$871K +$863K +10,826 New
PFS
375
Prospera Financial Services
Texas
$841K -$59.3K -744 -7%

BSV Hedge Fund Activity: Q2 2019 in Review

733 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2019, worth a combined $13.9B — up 2.1% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new BSV positions and 50 closed out — a net gain of 27 holders — while 287 added to existing stakes and 259 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $68.9M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $109M.

  • 733 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2019, up from 717 in Q1 2019.
  • Funds reported $13.9B of Vanguard Short-Term Bond ETF stock for Q2 2019, up 2.1% quarter-over-quarter.
  • 77 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2019 and 50 closed out, a net change of +27 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $68.9M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $109M sold.

Based on aggregated 13F filings for Q2 2019.