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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
HPWM
376
Highland Private Wealth Management
Washington
$834K +$379K +4,750 +85%
AMG
377
Asset Management Group
Connecticut
$830K -$22.1K -277 -3%
WCM
378
Weik Capital Management
Pennsylvania
$822K -$141K -1,774 -15%
LFAS
379
Level Four Advisory Services
Texas
$813K -$15.9K -200 -2%
GIM
380
Goelzer Investment Management
Indiana
$805K -$285K -3,576 -26%
GIA
381
Gladstone Institutional Advisory
Florida
$798K -$655K -8,213 -45%
AIM
382
Arcadia Investment Management
Michigan
$791K +$169K +2,125 +28%
AWM
383
Aries Wealth Management
Maine
$784K
GVAG
384
Great Valley Advisor Group
Delaware
$776K -$600K -7,522 -44%
HNB
385
Huntington National Bank
Ohio
$774K
MFT
386
Moisand Fitzgerald Tamayo
Florida
$771K -$113K -1,421 -13%
WSTAM
387
Wilbanks Smith & Thomas Asset Management
Virginia
$745K -$58.5K -733 -7%
FAT
388
First American Trust
California
$735K +$50.7K +636 +7%
AA
389
Alesco Advisors
New York
$730K -$945K -11,850 -57%
MAM
390
Meeder Asset Management
Ohio
$729K +$306K +3,843 +74%
PTC
391
Philadelphia Trust Company
Pennsylvania
$725K
Axa
392
Axa
France
$721K +$124K +1,550 +21%
NAS
393
Nicolet Advisory Services
Wisconsin
$718K -$80 -1 -0%
MCM
394
McMillion Capital Management
North Carolina
$713K -$37.8K -474 -5%
SJIC
395
St. James Investment Company
Texas
$713K -$15.6K -195 -2%
TL
396
TrueWealth LLC
Georgia
$712K +$6.22K +78 +0.9%
BFPW
397
BOK Financial Private Wealth
Colorado
$708K +$701K +8,789 New
MCM
398
Maple Capital Management
Vermont
$697K +$1.44K +18 +0.2%
TD Asset Management
399
TD Asset Management
Ontario, Canada
$697K +$321K +4,023 +86%
CB
400
Chemical Bank
Michigan
$691K -$638 -8 -0.1%

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.