We are live on ! Find out more
BSV icon

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
SC
451
Slow Capital
California
$528K +$39.1K +485 +8%
CIM
452
Cambria Investment Management
California
$525K +$80.7K +1,000 +18%
TTWM
453
TCV Trust & Wealth Management
Virginia
$510K -$73K -905 -13%
BB
454
Busey Bank
Illinois
$508K +$507K +6,284 New
REMPR
455
Roof Eidam Maycock Peralta (REMP)
California
$507K -$148K -1,840 -23%
B
456
Bridgeworth
Alabama
$505K -$19.5K -242 -4%
TFA
457
TPG Financial Advisors
Oregon
$505K -$2.02K -25 -0.4%
MM
458
Main Management
California
$504K
KLI
459
Kelman-Lazarov Inc
Tennessee
$503K -$50.4K -625 -9%
STA
460
Summit Trail Advisors
New York
$496K
MA
461
Mutual Advisors
Nebraska
$490K +$490K +6,070 New
PA
462
Pinnacle Associates
New York
$488K -$91.7K -1,137 -16%
EWM
463
Evermay Wealth Management
Virginia
$488K
RI
464
Ridgewood Investments
New Jersey
$484K -$11.2K -139 -2%
HCP
465
Holt Capital Partners
Texas
$482K -$23.6K -292 -5%
CIA
466
Cascade Investment Advisors
Oregon
$475K +$54.4K +675 +13%
SC
467
Stratford Consulting
Texas
$473K +$1.94K +24 +0.4%
WAM
468
Wealthspire Advisors (Maryland)
Maryland
$473K +$161K +1,994 +52%
CPIG
469
Chicago Partners Investment Group
Illinois
$469K +$49.9K +619 +12%
SMC
470
Smith, Moore & Co
Missouri
$463K -$47.9K -594 -9%
BJL
471
Brighton Jones LLC
Washington
$463K -$33.3K -413 -7%
SCA
472
Snowden Capital Advisors
New York
$462K +$76.8K +952 +20%
ECAM
473
East Coast Asset Management
Massachusetts
$462K
FHA
474
Flagship Harbor Advisors
Massachusetts
$462K +$26.5K +328 +6%
ECM
475
Elgethun Capital Management
South Dakota
$461K +$460K +5,703 New

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.