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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
TCOV
401
Trust Company of Vermont
Vermont
$682K -$66.2K -830 -9%
NGA
402
Naples Global Advisors
Florida
$681K -$30.7K -385 -4%
DSC
403
Duncker Streett & Co
Missouri
$680K
AAS
404
Avantax Advisory Services
Texas
$678K -$110K -1,374 -14%
FA
405
FCG Advisors
New Jersey
$672K +$30.2K +379 +5%
CIBC World Market
406
CIBC World Market
Ontario, Canada
$671K
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$668K -$552K -6,927 -45%
SFA
408
Sequoia Financial Advisors
Ohio
$658K -$83.7K -1,050 -11%
CWM
409
Connecticut Wealth Management
Connecticut
$657K +$135K +1,690 +26%
REMPR
410
Roof Eidam Maycock Peralta (REMP)
California
$654K -$24.7K -310 -4%
GRP
411
Global Retirement Partners
California
$653K +$150K +1,887 +30%
MGIA
412
Moneta Group Investment Advisors
Missouri
$653K +$231K +2,895 +56%
CFSG
413
Community Financial Services Group
Vermont
$650K +$43.5K +545 +7%
ACI
414
Alpha Cubed Investments
California
$650K +$165K +2,071 +35%
TNBTD
415
Trustmark National Bank Trust Department
Mississippi
$644K +$334K +4,194 +110%
RPGK
416
Retirement Planning Group (Kansas)
Kansas
$627K -$180K -2,261 -23%
EPA
417
Element Pointe Advisors
Florida
$625K
N
418
Natixis
France
$623K +$53K +665 +9%
TAM
419
Todd Asset Management
Kentucky
$622K
BII
420
Bainco International Investors
Massachusetts
$620K -$40.8K -512 -6%
CCT
421
Capital City Trust
Florida
$615K -$15.1K -189 -2%
CFG
422
CMC Financial Group
Georgia
$603K -$13.2M -165,629 -96%
Principal Financial Group
423
Principal Financial Group
Iowa
$602K +$62K +777 +12%
IP
424
Intellectus Partners
California
$595K -$76.8K -963 -12%
Bessemer Group
425
Bessemer Group
New Jersey
$590K -$19.4K -243 -3%

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.