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Vanguard Short-Term Bond ETF

718 hedge funds and large institutions have $13.6B invested in Vanguard Short-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 259 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

2% more funds holding

Funds holding: 706718 (+12)

5% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 272

12.8% less ownership

Funds ownership: 69.65%56.85% (-13%)

20% less funds holding in top 10

Funds holding in top 10: 9979 (-20)

30% less capital invested

Capital invested by funds: $19.4B → $13.6B (-$5.81B)

Holders
718
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
15.54%
Holding in Top 10
79
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.2%
% of All Funds
1.71%
New
79
Increased
259
Reduced
272
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
426
Stratford Consulting
Texas
$552K +$1.58K +20 +0.3%
B
427
Bridgeworth
Alabama
$547K -$30K -380 -5%
AP
428
Advisors Preferred
Maryland
$542K +$537K +6,810 New
CFS
429
Ceros Financial Services
Maryland
$542K +$537K +6,810 New
KLI
430
Kelman-Lazarov Inc
Tennessee
$541K -$68.3K -865 -11%
SMC
431
Smith, Moore & Co
Missouri
$537K +$117K +1,479 +28%
UB
432
UMB Bank
Missouri
$534K +$159K +2,012 +43%
Principal Financial Group
433
Principal Financial Group
Iowa
$533K -$4.26K -54 -0.8%
CA
434
Continuum Advisory
Idaho
$530K -$681K -8,627 -56%
HCP
435
Holt Capital Partners
Texas
$524K -$180K -2,280 -26%
TFA
436
TPG Financial Advisors
Oregon
$523K -$285K -3,609 -35%
CWM
437
Connecticut Wealth Management
Connecticut
$515K +$395 +5 +0.1%
CWA
438
Cypress Wealth Advisors
California
$506K +$501K +6,350 New
HWM
439
Highwater Wealth Management
Colorado
$505K -$120K -1,521 -19%
FHA
440
Flagship Harbor Advisors
Massachusetts
$503K +$11.8K +149 +2%
MWPCG
441
Measured Wealth Private Client Group
New Hampshire
$500K +$84.4K +1,070 +21%
MM
442
Main Management
California
$496K
GRP
443
Global Retirement Partners
California
$495K +$2.6K +33 +0.5%
AAMA
444
Advanced Asset Management Advisors
Ohio
$494K -$140K -1,774 -22%
EWM
445
Evermay Wealth Management
Virginia
$492K
BJL
446
Brighton Jones LLC
Washington
$491K -$52.1K -660 -10%
JIC
447
Joel Isaacson & Co
New York
$486K +$48.2K +611 +11%
FNBOO
448
First National Bank of Omaha
Nebraska
$480K +$166K +2,098 +53%
SC
449
Slow Capital
California
$478K -$42.4K -537 -8%
ACI
450
Alpha Cubed Investments
California
$478K -$34.4K -436 -7%

BSV Hedge Fund Activity: Q1 2019 in Review

718 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2019, worth a combined $13.6B — down 30% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BSV positions and 58 closed out — a net gain of 21 holders — while 259 added to existing stakes and 272 trimmed.

The largest buyer was Jane Street, adding an estimated $87.8M. The largest seller was Bank of America, cutting an estimated $3.18B.

  • 718 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2019, up from 706 in Q4 2018.
  • Funds reported $13.6B of Vanguard Short-Term Bond ETF stock for Q1 2019, down 30% quarter-over-quarter.
  • 79 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2019 and 58 closed out, a net change of +21 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2019 was Jane Street, an estimated $87.8M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $3.18B sold.

Based on aggregated 13F filings for Q1 2019.