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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
TL
401
TrueWealth LLC
Georgia
$736K +$21.6K +268 +3%
CWM
402
Connecticut Wealth Management
Connecticut
$736K +$76.7K +951 +12%
GIM
403
Goelzer Investment Management
Indiana
$730K -$77.7K -963 -10%
PTC
404
Philadelphia Trust Company
Pennsylvania
$727K
MCM
405
Maple Capital Management
Vermont
$712K +$12.5K +155 +2%
MCM
406
McMillion Capital Management
North Carolina
$706K -$9.76K -121 -1%
AP
407
Advisors Preferred
Maryland
$706K +$158K +1,960 +29%
HR
408
Hayden Royal
North Carolina
$705K +$286K +3,541 +68%
MFT
409
Moisand Fitzgerald Tamayo
Florida
$703K -$70K -868 -9%
TD Asset Management
410
TD Asset Management
Ontario, Canada
$703K
FGAM
411
Financial Gravity Asset Management
Texas
$702K +$269K +3,336 +62%
SJIC
412
St. James Investment Company
Texas
$683K -$32.7K -405 -5%
GRP
413
Global Retirement Partners
California
$683K +$27.6K +342 +4%
PCS
414
Personal CFO Solutions
New Jersey
$683K +$682K +8,454 New
JIC
415
Joel Isaacson & Co
New York
$673K +$145K +1,799 +28%
SFA
416
Sequoia Financial Advisors
Ohio
$660K
GWM
417
Geneos Wealth Management
Colorado
$660K +$189K +2,339 +40%
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
$654K -$16.9K -210 -3%
TCOV
419
Trust Company of Vermont
Vermont
$647K -$36.9K -458 -5%
DSC
420
Duncker Streett & Co
Missouri
$642K -$40.3K -500 -6%
ACI
421
Alpha Cubed Investments
California
$637K -$15.4K -191 -2%
TC
422
Toews Corporation
New Jersey
$631K +$630K +7,813 New
EPA
423
Element Pointe Advisors
Florida
$627K
TAM
424
Todd Asset Management
Kentucky
$624K
BII
425
Bainco International Investors
Massachusetts
$622K

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.