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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
KCPG
426
Kavar Capital Partners Group
Kansas
$618K +$617K +7,647 New
CCT
427
Capital City Trust
Florida
$617K
FCBT
428
First Citizens Bank & Trust
North Carolina
$614K -$566K -7,015 -48%
PI
429
Parkside Investments
Illinois
$613K -$464K -5,750 -43%
BTW
430
Boston Trust Walden
Massachusetts
$610K -$484K -6,000 -44%
SFM
431
Signet Financial Management
New Jersey
$608K +$251K +3,111 +70%
CFG
432
CMC Financial Group
Georgia
$605K
Principal Financial Group
433
Principal Financial Group
Iowa
$604K +$484 +6 +0.1%
CIA
434
Choate Investment Advisors
Massachusetts
$599K +$123K +1,525 +26%
Bessemer Group
435
Bessemer Group
New Jersey
$592K
RPGK
436
Retirement Planning Group (Kansas)
Kansas
$587K -$41.4K -513 -7%
CSIC
437
Clifford Swan Investment Counsel
California
$575K -$14.1K -175 -2%
DWM
438
Dakota Wealth Management
Florida
$572K +$166K +2,053 +41%
SHWM
439
Smith & Howard Wealth Management
Georgia
$570K +$25.8K +320 +5%
AAM
440
Autus Asset Management
Arizona
$567K +$1.53K +19 +0.3%
TNB
441
TCF National Bank
South Dakota
$566K +$565K +7,009 New
BRWM
442
B. Riley Wealth Management
Tennessee
$565K +$310K +3,839 +122%
IP
443
Intellectus Partners
California
$564K -$32.6K -404 -5%
RPA
444
Rock Point Advisors
Vermont
$563K
ARMC
445
American Research & Management Company
Massachusetts
$557K +$80.7K +1,000 +17%
FTIOP
446
Fiduciary Trust International of Pennsylvania
Pennsylvania
$553K -$4.84K -60 -0.9%
ZF
447
Zhang Financial
Michigan
$551K
MIC
448
Meridian Investment Counsel
California
$535K +$14.1K +175 +3%
MGIA
449
Moneta Group Investment Advisors
Missouri
$532K -$123K -1,524 -19%
SC
450
SouthState Corp
Florida
$530K -$20.2K -250 -4%

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.