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Vanguard Short-Term Bond ETF

726 hedge funds and large institutions have $12.6B invested in Vanguard Short-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 285 increasing their positions, 246 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 246

1% less funds holding

Funds holding: 733726 (-7)

2% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 63

4.37% less ownership

Funds ownership: 62%57.62% (-4.4%)

9% less capital invested

Capital invested by funds: $13.9B → $12.6B (-$1.3B)

10% less funds holding in top 10

Funds holding in top 10: 7063 (-7)

Holders
726
Holders Change
-7
Holders Change %
-0.95%
% of All Funds
15.92%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.38%
New
62
Increased
285
Reduced
246
Closed
63
Calls
$2.19M
Puts
Net Calls
+$2.19M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
376
Capital Wealth Planning
Florida
$891K -$245K -3,037 -22%
PNC
377
Park National Corp
Ohio
$885K -$40.7K -505 -4%
RPG
378
Resource Planning Group
Georgia
$883K +$81 +1 +0%
LCM
379
Liberty Capital Management
Michigan
$881K
JCM
380
Jacobsen Capital Management
Utah
$877K +$3.31K +41 +0.4%
LA
381
LVW Advisors
New York
$872K -$61.6K -764 -7%
DP
382
Dearborn Partners
Illinois
$863K +$862K +10,681 New
JGUA
383
John G. Ullman & Associates
New York
$857K -$80.3K -996 -9%
LFAS
384
Level Four Advisory Services
Texas
$840K +$25K +310 +3%
N
385
Natixis
France
$839K +$213K +2,645 +34%
HNB
386
Huntington National Bank
Ohio
$837K
AMG
387
Asset Management Group
Connecticut
$836K +$3.79K +47 +0.5%
ACP
388
Ashfield Capital Partners
California
$822K +$821K +10,176 New
BFPW
389
BOK Financial Private Wealth
Colorado
$811K +$101K +1,250 +14%
GVAG
390
Great Valley Advisor Group
Delaware
$800K +$21.5K +266 +3%
NGA
391
Naples Global Advisors
Florida
$798K +$115K +1,421 +17%
BIAS
392
Beacon Investment Advisory Services
New Jersey
$792K -$103K -1,282 -12%
PPA
393
Parametric Portfolio Associates
Washington
$791K -$3.4M -42,115 -81%
FA
394
FCG Advisors
New Jersey
$784K +$110K +1,367 +16%
Axa
395
Axa
France
$778K +$54.8K +680 +8%
GIA
396
Gladstone Institutional Advisory
Florida
$776K -$23.9K -296 -3%
FNBOO
397
First National Bank of Omaha
Nebraska
$765K +$251K +3,108 +49%
AWM
398
Aries Wealth Management
Maine
$759K -$29.4K -365 -4%
UWM
399
USAdvisors Wealth Management
Minnesota
$752K +$359K +4,450 +92%
WCM
400
Weik Capital Management
Pennsylvania
$746K -$78.6K -974 -10%

BSV Hedge Fund Activity: Q3 2019 in Review

726 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2019, worth a combined $12.6B — down 9.3% from $13.9B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of BSV and 62 opened new positions — a net loss of 1 holder — while 246 trimmed existing stakes and 285 added.

The largest buyer was Bank of America, adding an estimated $80.1M. The largest seller was JP Morgan Chase, cutting an estimated $1.26B.

  • 726 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2019, down from 733 in Q2 2019.
  • Funds reported $12.6B of Vanguard Short-Term Bond ETF stock for Q3 2019, down 9.3% quarter-over-quarter.
  • 62 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2019 and 63 closed out, a net change of -1 holder.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2019 was Bank of America, an estimated $80.1M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2019 was JP Morgan Chase, an estimated $1.26B sold.

Based on aggregated 13F filings for Q3 2019.