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Vanguard Short-Term Bond ETF

646 hedge funds and large institutions have $17.4B invested in Vanguard Short-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 248 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 7173 (+2)

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

2% more capital invested

Capital invested by funds: $17.2B → $17.4B (+$268M)

0% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 247

0.32% more ownership

Funds ownership: 68.83%69.15% (+0.32%)

0% more funds holding

Funds holding: 646646 (0)

Holders
646
Holders Change
Holders Change %
0%
% of All Funds
14.77%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.67%
New
59
Increased
248
Reduced
247
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
426
Segall Bryant & Hamill
Illinois
$400K
BCA
427
Bay Colony Advisors
Massachusetts
$394K -$55.2K -706 -12%
HCM
428
Horan Capital Management
Maryland
$391K
LCP
429
Legacy Capital Partners
Wisconsin
$386K -$43.4K -555 -10%
MCM
430
Monument Capital Management
Virginia
$385K +$547 +7 +0.1%
LFAS
431
Level Four Advisory Services
Texas
$382K -$5.68M -72,708 -94%
CPIG
432
Chicago Partners Investment Group
Illinois
$379K -$33K -422 -8%
Axa
433
Axa
France
$374K +$114K +1,460 +44%
TWM
434
Titus Wealth Management
California
$372K -$15.7K -201 -4%
ST
435
Spinnaker Trust
Maine
$371K +$39.5K +505 +12%
FMC
436
First Merchants Corp
Indiana
$370K
ARMC
437
American Research & Management Company
Massachusetts
$370K +$11.7K +150 +3%
WIM
438
Weitz Investment Management
Nebraska
$366K
CIR
439
Clear Investment Research
Georgia
$363K -$5.52M -70,691 -94%
Rockefeller Capital Management
440
Rockefeller Capital Management
New York
$360K -$182K -2,331 -34%
GTAM
441
Global Trust Asset Management
Florida
$354K +$40.6K +520 +13%
BIA
442
Bigelow Investment Advisors
Maine
$353K +$75.4K +965 +27%
RCAG
443
Rehmann Capital Advisory Group
Michigan
$344K
PWA
444
Peterson Wealth Advisors
Utah
$343K -$37.1K -475 -10%
AC
445
Addison Capital
Pennsylvania
$343K -$10.9K -139 -3%
PS
446
Portfolio Solutions
Michigan
$342K +$343K +4,390 New
NIC
447
Northwest Investment Counselors
Oregon
$341K
SFM
448
Signet Financial Management
New Jersey
$339K -$38.7K -495 -10%
WA
449
WBH Advisory
Maryland
$337K +$29.6K +379 +10%
AFC
450
AFT Forsyth & Company
Florida
$336K

BSV Hedge Fund Activity: Q3 2018 in Review

646 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2018, worth a combined $17.4B — up 1.6% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BSV positions and 56 closed out — a net gain of 3 holders — while 248 added to existing stakes and 247 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $147M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $90.2M.

  • 646 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $17.4B of Vanguard Short-Term Bond ETF stock for Q3 2018, up 1.6% quarter-over-quarter.
  • 59 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2018 and 56 closed out, a net change of +3 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2018 was TD Ameritrade Investment Management, an estimated $147M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2018 was Beacon Capital Management Inc (Ohio), an estimated $90.2M sold.

Based on aggregated 13F filings for Q3 2018.