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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
Vanguard Group
451
Vanguard Group
Pennsylvania
$335K -$126K -1,613 -27%
Chevy Chase Trust
452
Chevy Chase Trust
Maryland
$335K
JSA
453
Jacobson & Schmitt Advisors
Wisconsin
$334K
SA
454
SRH Advisors
Kansas
$333K -$36.7K -470 -10%
AWA
455
Arete Wealth Advisors
Illinois
$333K -$22.3K -286 -6%
IWP
456
Icon Wealth Partners
Texas
$332K -$210K -2,683 -39%
LSC
457
Lesa Sroufe & Co
Washington
$332K
CNB
458
Camden National Bank
Maine
$328K +$328K +4,201 New
GW
459
GW & Wade
Massachusetts
$322K -$1.88K -24 -0.6%
BFPW
460
BOK Financial Private Wealth
Colorado
$319K
PA
461
Pinnacle Associates
New York
$311K +$75.7K +969 +32%
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$305K +$89.3K +1,143 +41%
TNBTD
463
Trustmark National Bank Trust Department
Mississippi
$302K -$2.73K -35 -0.9%
FNBOO
464
First National Bank of Omaha
Nebraska
$298K -$8.2K -105 -3%
AAS
465
Annex Advisory Services
Wisconsin
$296K -$26.5K -339 -8%
CFA
466
Carroll Financial Associates
North Carolina
$295K +$43.4K +555 +17%
AFP
467
Ausdal Financial Partners
Iowa
$294K +$17.7K +227 +6%
MAM
468
Meeder Asset Management
Ohio
$286K -$72K -922 -20%
RMAM
469
Raab & Moskowitz Asset Management
New Jersey
$285K +$78 +1 +0%
PCFFS
470
Pacific Center for Financial Services
California
$284K -$54.9K -703 -16%
NFG
471
Next Financial Group
Texas
$282K -$745K -9,531 -72%
S
472
SignatureFD
Georgia
$282K -$703 -9 -0.2%
GWM
473
Geneos Wealth Management
Colorado
$282K +$32K +410 +13%
CT
474
CPF Texas
Texas
$280K +$247K +3,157 +739%
PAM
475
Peak Asset Management
Colorado
$280K +$280K +3,590 New

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.