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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
CSIC
426
Clifford Swan Investment Counsel
California
$587K +$28.1K +352 +5%
TTWM
427
TCV Trust & Wealth Management
Virginia
$581K -$175K -2,199 -23%
PA
428
Pinnacle Associates
New York
$578K +$8.77K +110 +2%
AAM
429
Autus Asset Management
Arizona
$563K -$13.2K -165 -2%
ZB
430
Zions Bancorporation
Utah
$561K -$6.67M -83,698 -92%
RPA
431
Rock Point Advisors
Vermont
$561K
FTIOP
432
Fiduciary Trust International of Pennsylvania
Pennsylvania
$556K -$18.3K -230 -3%
CFA
433
Cahill Financial Advisors
Minnesota
$554K -$712K -8,923 -57%
KLI
434
Kelman-Lazarov Inc
Tennessee
$552K +$4.07K +51 +0.7%
ZF
435
Zhang Financial
Michigan
$550K -$134K -1,682 -20%
SC
436
SouthState Corp
Florida
$549K -$55.7K -699 -9%
AP
437
Advisors Preferred
Maryland
$545K -$2.39K -30 -0.4%
SHWM
438
Smith & Howard Wealth Management
Georgia
$543K +$538K +6,741 New
JIC
439
Joel Isaacson & Co
New York
$526K +$33.5K +420 +7%
B
440
Bridgeworth
Alabama
$523K -$30K -376 -5%
MIC
441
Meridian Investment Counsel
California
$519K -$46.3K -580 -8%
HWM
442
Highwater Wealth Management
Colorado
$517K +$5.5K +69 +1%
RVM
443
Robinson Value Management
Texas
$516K +$511K +6,410 New
FNBOO
444
First National Bank of Omaha
Nebraska
$512K +$26.2K +329 +5%
SMC
445
Smith, Moore & Co
Missouri
$509K -$34K -426 -6%
TFA
446
TPG Financial Advisors
Oregon
$505K -$25.7K -322 -5%
HCP
447
Holt Capital Partners
Texas
$504K -$26.3K -330 -5%
MM
448
Main Management
California
$502K
STA
449
Summit Trail Advisors
New York
$494K -$201K -2,521 -29%
BJL
450
Brighton Jones LLC
Washington
$494K -$1.99K -25 -0.4%

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.