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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
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$83M -$3.08M -39,471 -4%
TI
27
Truepoint Inc
Ohio
$82M +$2.21M +28,273 +3%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$79.5M +$1.29M +16,550 +2%
DADC
29
D.A. Davidson & Co
Montana
$73.8M +$21.2M +271,402 +40%
Ameriprise
30
Ameriprise
Minnesota
$59.6M +$1.04M +13,326 +2%
AA
31
ALPS Advisors
Colorado
$56.8M +$455K +5,824 +0.8%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$56M +$2.21M +28,334 +4%
EA
33
Efficient Advisors
Ohio
$54.5M -$735K -9,406 -1%
WCWM
34
Willow Creek Wealth Management
California
$53M -$1.67M -21,434 -3%
FG
35
Fiduciary Group
Georgia
$49.3M -$995K -12,732 -2%
SMM
36
Stadion Money Management
Georgia
$48.4M -$1.58M -20,190 -3%
Lazard Asset Management
37
Lazard Asset Management
New York
$43.3M
RWP
38
RWA Wealth Partners
Massachusetts
$42.2M +$25.3M +324,471 +150%
LFS
39
Lutz Financial Services
Nebraska
$41.4M +$8.96M +114,688 +28%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$35.3M -$1.1M -14,068 -3%
FA
41
FDx Advisors
Illinois
$35.2M +$29M +371,675 +472%
HAFS
42
Hapanowicz & Associates Financial Services
Pennsylvania
$34.7M +$1.74M +22,297 +5%
GFPC
43
Global Financial Private Capital
Florida
$34.2M -$1.65M -21,131 -5%
ECM
44
ETrade Capital Management
Virginia
$33.8M -$759K -9,719 -2%
PD
45
Planning Directions
Pennsylvania
$33.4M -$681K -8,712 -2%
ST
46
Smithfield Trust
Pennsylvania
$32.4M +$4.32M +55,311 +15%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$32.3M -$9.28M -118,794 -22%
MML Investors Services
48
MML Investors Services
Massachusetts
$30M +$7.7M +98,561 +34%
WIP
49
Wellesley Investment Partners
Massachusetts
$27.4M +$1.32M +16,885 +5%
CIC
50
Cutler Investment Counsel
Oregon
$27.2M +$206K +2,636 +0.8%

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.