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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
AAM
376
Autus Asset Management
Arizona
$596K +$7.42K +95 +1%
MCM
377
Maple Capital Management
Vermont
$586K +$29.3K +375 +5%
Fiera Capital (Canada)
378
Fiera Capital (Canada)
Quebec, Canada
$582K +$7.58K +97 +1%
BJL
379
Brighton Jones LLC
Washington
$573K -$153K -1,953 -21%
MIC
380
Meridian Investment Counsel
California
$572K
RPA
381
Rock Point Advisors
Vermont
$559K +$2.73K +35 +0.5%
CSIC
382
Clifford Swan Investment Counsel
California
$557K
CFSG
383
Community Financial Services Group
Vermont
$557K +$60.1K +769 +12%
B
384
Bridgeworth
Alabama
$555K -$73.8K -945 -11%
EGA
385
Eagle Global Advisors
Texas
$553K
AP
386
Advisors Preferred
Maryland
$550K +$157K +2,013 +40%
RVM
387
Robinson Value Management
Texas
$546K -$25K -320 -4%
CCT
388
Country Club Trust
Missouri
$522K +$176K +2,251 +51%
WP
389
WealthShield Partners
North Carolina
$520K -$8.13K -104 -2%
SC
390
Stratford Consulting
Texas
$520K +$1.95K +25 +0.4%
LA
391
LVW Advisors
New York
$517K +$310K +3,968 +149%
HCM
392
Harvest Capital Management
New Hampshire
$515K +$115K +1,475 +29%
GRP
393
Global Retirement Partners
California
$513K -$154K -1,977 -23%
HIS
394
Horizon Investment Services
Indiana
$494K -$94.6K -1,211 -16%
SMC
395
Smith, Moore & Co
Missouri
$490K -$44.1K -564 -8%
FA
396
FCG Advisors
New Jersey
$490K +$46.6K +596 +10%
SFA
397
Sequoia Financial Advisors
Ohio
$490K +$97.2K +1,244 +25%
MM
398
Main Management
California
$486K
SHWM
399
Smith & Howard Wealth Management
Georgia
$486K +$8.2K +105 +2%
EWM
400
Evermay Wealth Management
Virginia
$482K

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.