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Vanguard Short-Term Bond ETF

491 hedge funds and large institutions have $11.6B invested in Vanguard Short-Term Bond ETF in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $10.4B → $11.6B (+$1.21B)

4% more funds holding

Funds holding: 471491 (+20)

2% more funds holding in top 10

Funds holding in top 10: 6667 (+1)

9% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 175

0.55% more ownership

Funds ownership: 61.7%62.25% (+0.55%)

Holders
491
Holders Change
+20
Holders Change %
+4.25%
% of All Funds
13.08%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.79%
New
56
Increased
190
Reduced
175
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
376
Bingham Osborn & Scarborough
California
$291K
WP
377
WMS Partners
Maryland
$290K +$160 +2 +0.1%
BWFA
378
Baltimore-Washington Financial Advisors
Maryland
$288K -$60.1K -750 -17%
SA
379
SRH Advisors
Kansas
$285K +$35.7K +445 +14%
GIP
380
Greatmark Investment Partners
Georgia
$284K -$8.02K -100 -3%
CCM
381
Coldstream Capital Management
Washington
$281K -$119K -1,479 -30%
MFS
382
McNamara Financial Services
Massachusetts
$281K +$279K +3,481 New
IA
383
IFP Advisors
Florida
$279K -$2.2M -27,383 -89%
VWM
384
Venturi Wealth Management
Texas
$278K -$127K -1,580 -31%
S
385
SignatureFD
Georgia
$273K +$86.6K +1,080 +47%
LG
386
LaFleur & Godfrey
Michigan
$272K
RFA
387
Reilly Financial Advisors
California
$271K -$19.4K -242 -7%
BRWM
388
B. Riley Wealth Management
Tennessee
$267K -$29.2K -364 -10%
PFPT
389
Pinnacle Financial Partners (Tennessee)
Tennessee
$266K +$9.38K +117 +4%
VCM
390
Violich Capital Management
California
$264K +$22.4K +280 +9%
CAS
391
Cue Advisory Services
Arizona
$258K
1832 Asset Management
392
1832 Asset Management
Ontario, Canada
$256K +$255K +3,185 New
FIM
393
Freedom Investment Management
Connecticut
$253K -$51.8K -646 -17%
PAS
394
Park Avenue Securities
New York
$253K +$252K +3,147 New
ISB
395
Iowa State Bank
Iowa
$248K +$247K +3,080 New
BAAM
396
Baker Avenue Asset Management
California
$247K -$212K -2,650 -46%
GI
397
Glovista Investments
New Jersey
$242K
LWAC
398
Laurel Wealth Advisors (California)
California
$242K
AWMS
399
Advocacy Wealth Management Services
Georgia
$242K +$240K +3,000 New
NFG
400
Nations Financial Group
Iowa
$240K +$14.4K +180 +6%

BSV Hedge Fund Activity: Q1 2016 in Review

491 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2016, worth a combined $11.6B — up 12% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new BSV positions and 30 closed out — a net gain of 26 holders — while 190 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $138M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $18M.

  • 491 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2016, up from 471 in Q4 2015.
  • Funds reported $11.6B of Vanguard Short-Term Bond ETF stock for Q1 2016, up 12% quarter-over-quarter.
  • 56 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2016 and 30 closed out, a net change of +26 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2016 was Bank of America, an estimated $138M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2016 was TD Ameritrade Investment Management, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2016.