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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
AGA
451
Arkos Global Advisors
Texas
$476K -$36.5K -463 -7%
RI
452
Ridgewood Investments
New Jersey
$475K +$15.5K +196 +3%
CIA
453
Choate Investment Advisors
Massachusetts
$469K +$465K +5,890 New
NDSI
454
Newman Dignan & Sheerar Inc
Rhode Island
$461K -$306K -3,873 -40%
ARMC
455
American Research & Management Company
Massachusetts
$457K
ECAM
456
East Coast Asset Management
Massachusetts
$455K
WIC
457
Whitegate Investment Counselors
New Hampshire
$454K
SWA
458
Stratos Wealth Advisors
Ohio
$448K -$63.5K -805 -13%
TA
459
Tiedemann Advisors
New York
$448K -$9.94K -126 -2%
RWML
460
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$446K +$10.4K +132 +2%
LC
461
Lourd Capital
California
$446K
HPWM
462
Highland Private Wealth Management
Washington
$446K +$25.3K +320 +6%
RCS
463
Retirement Capital Strategies
California
$446K +$165K +2,090 +60%
HIS
464
Harvest Investment Services
Illinois
$445K +$443K +5,613 New
MAS
465
Managed Account Services
Florida
$437K +$13.7K +174 +3%
VCM
466
Violich Capital Management
California
$434K
BAS
467
Brown Advisory Securities
Maryland
$425K -$24.9K -315 -6%
NFG
468
Nadler Financial Group
Illinois
$425K +$17.6K +223 +4%
JFGIW
469
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$424K -$183K -2,320 -30%
MAM
470
Meeder Asset Management
Ohio
$415K -$165K -2,089 -29%
SDWMA
471
Schneider Downs Wealth Management Advisors
Pennsylvania
$415K -$101K -1,284 -20%
BCA
472
Bay Colony Advisors
Massachusetts
$415K -$4.5K -57 -1%
MGIA
473
Moneta Group Investment Advisors
Missouri
$415K +$411K +5,214 New
VC
474
Vicus Capital
Pennsylvania
$412K -$364K -4,611 -47%
SG
475
StoneX Group
New York
$412K +$33.3K +422 +9%

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.