We are live on ! Find out more
BSV icon

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
Prudential Financial
376
Prudential Financial
New Jersey
$804K +$364K +4,614 +84%
RPGK
377
Retirement Planning Group (Kansas)
Kansas
$799K -$3.34M -42,319 -81%
WSTAM
378
Wilbanks Smith & Thomas Asset Management
Virginia
$795K +$36.9K +468 +5%
WP
379
WealthSource Partners
California
$783K +$776K +9,832 New
AAS
380
Avantax Advisory Services
Texas
$779K -$603K -7,645 -44%
PPA
381
Parametric Portfolio Associates
Washington
$779K
AWM
382
Aries Wealth Management
Maine
$777K -$23.7K -300 -3%
CAM
383
Cresset Asset Management
Illinois
$772K +$582K +7,371 +317%
TTWM
384
TCV Trust & Wealth Management
Virginia
$750K -$168K -2,125 -18%
MCM
385
McMillion Capital Management
North Carolina
$743K +$736K +9,331 New
TCOV
386
Trust Company of Vermont
Vermont
$740K +$6.71K +85 +0.9%
SFA
387
Sequoia Financial Advisors
Ohio
$734K +$38.7K +490 +6%
SJIC
388
St. James Investment Company
Texas
$720K -$4.26K -54 -0.6%
PTC
389
Philadelphia Trust Company
Pennsylvania
$716K
NAS
390
Nicolet Advisory Services
Wisconsin
$709K +$703K +8,913 New
NGA
391
Naples Global Advisors
Florida
$704K -$61.1K -774 -8%
TL
392
TrueWealth LLC
Georgia
$697K +$14.1K +179 +2%
STA
393
Summit Trail Advisors
New York
$689K +$683K +8,660 New
MCM
394
Maple Capital Management
Vermont
$688K +$80.2K +1,016 +13%
CB
395
Chemical Bank
Michigan
$684K -$4.03K -51 -0.6%
ZF
396
Zhang Financial
Michigan
$677K
FAT
397
First American Trust
California
$676K +$440K +5,574 +191%
DSC
398
Duncker Streett & Co
Missouri
$673K
REMPR
399
Roof Eidam Maycock Peralta (REMP)
California
$671K +$49.7K +630 +8%
IP
400
Intellectus Partners
California
$664K +$659K +8,348 New

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.