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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
RI
451
Ridgewood Investments
New Jersey
$493K +$12.2K +153 +3%
EWM
452
Evermay Wealth Management
Virginia
$487K -$10.8K -135 -2%
SC
453
Slow Capital
California
$487K +$3.59K +45 +0.7%
CIA
454
Choate Investment Advisors
Massachusetts
$474K
ARMC
455
American Research & Management Company
Massachusetts
$474K +$12K +150 +3%
SC
456
Stratford Consulting
Texas
$470K -$88.1K -1,105 -16%
GWM
457
Geneos Wealth Management
Colorado
$470K +$116K +1,456 +33%
OIA
458
OneDigital Investment Advisors
Kansas
$467K +$463K +5,802 New
ECAM
459
East Coast Asset Management
Massachusetts
$461K
WIC
460
Whitegate Investment Counselors
New Hampshire
$459K
GTAM
461
Global Trust Asset Management
Florida
$455K +$112K +1,410 +33%
LC
462
Lourd Capital
California
$451K
VCM
463
Violich Capital Management
California
$451K +$12K +151 +3%
Mariner
464
Mariner
Kansas
$449K +$445K +5,579 New
CIM
465
Cambria Investment Management
California
$443K +$439K +5,500 New
JFGIW
466
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$439K +$10.8K +135 +3%
FHA
467
Flagship Harbor Advisors
Massachusetts
$434K -$74.6K -935 -15%
TA
468
Tiedemann Advisors
New York
$431K -$23.1K -290 -5%
NFG
469
Nadler Financial Group
Illinois
$431K +$478 +6 +0.1%
PG
470
Patten Group
Tennessee
$431K +$124K +1,555 +41%
FGAM
471
Financial Gravity Asset Management
Texas
$431K +$424K +5,322 +15,206%
BAS
472
Brown Advisory Securities
Maryland
$430K
PFG
473
Pacific Financial Group
Washington
$427K +$128K +1,609 +43%
CIA
474
Cascade Investment Advisors
Oregon
$419K +$415K +5,200 New
CA
475
Continuum Advisory
Idaho
$418K -$118K -1,482 -22%

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.