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Vanguard Short-Term Bond ETF
BSV

706 hedge funds and large institutions have $19.4B invested in Vanguard Short-Term Bond ETF in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 217 increasing their positions, 266 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 66

36% more funds holding in top 10

Funds holding in top 10: 73 → 99 (+26)

11% more capital invested

Capital invested by funds: $17.4B → $19.4B (+$1.97B)

9% more funds holding

Funds holding: 646 → 706 (+60)

0.49% more ownership

Funds ownership: 69.15% → 69.65% (+0.49%)

18% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 266

Holders
706
Holders Change
+60
Holders Change %
+9.29%
% of All Funds
15.73%
Holding in Top 10
99
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+35.62%
% of All Funds
2.21%
New
134
Increased
217
Reduced
266
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$807M
2
JP Morgan Chase
JP Morgan Chase
New York
+$407M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$122M
4
USAA
United Services Automobile Association
Texas
+$100M
5
TC
Toews Corporation
New Jersey
+$97.8M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$513M
2
Bank of America
Bank of America
North Carolina
-$203M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$85M
4
SMM
Stadion Money Management
Georgia
-$48.4M
5
Stifel Financial
Stifel Financial
Missouri
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$81.6M +$1.7M +21,745 +2%
ST
27
Smithfield Trust
Pennsylvania
$78.6M +$45.7M +586,018 +141%
DADC
28
D.A. Davidson & Co
Montana
$76.6M +$2.21M +28,307 +3%
Stifel Financial
29
Stifel Financial
Missouri
$68.9M -$37M -475,009 -35%
SB
30
Suntrust Banks
Georgia
$65.8M -$29.9M -384,025 -31%
AA
31
ALPS Advisors
Colorado
$57.5M +$316K +4,055 +0.6%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$54.7M -$1.67M -21,446 -3%
EA
33
Efficient Advisors
Ohio
$51.9M -$2.9M -37,243 -5%
FG
34
Fiduciary Group
Georgia
$49.2M -$486K -6,233 -1%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$48.5M +$32M +410,564 +199%
RWP
36
RWA Wealth Partners
Massachusetts
$46.5M +$3.92M +50,237 +9%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$45.9M -$85M -1,089,920 -65%
WCWM
38
Willow Creek Wealth Management
California
$45.6M -$7.78M -99,760 -15%
EPM
39
Elm Partners Management
Pennsylvania
$45M +$44.7M +573,234 New
WCM
40
Windham Capital Management
Massachusetts
$44.9M +$44.6M +571,896 New
LFS
41
Lutz Financial Services
Nebraska
$43.7M +$1.97M +25,262 +5%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$39.1M +$3.46M +44,404 +10%
US Bancorp
43
US Bancorp
Minnesota
$37.9M +$12.6M +161,373 +50%
RBA
44
Richard Bernstein Advisors
New York
$35M +$32.4M +416,039 +1,427%
ECM
45
ETrade Capital Management
Virginia
$33.7M -$352K -4,518 -1%
MML Investors Services
46
MML Investors Services
Massachusetts
$32.9M +$2.69M +34,553 +9%
HAFS
47
Hapanowicz & Associates Financial Services
Pennsylvania
$32.6M -$2.4M -30,833 -7%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$32M -$472K -6,056 -1%
TCM
49
TD Capital Management
Tennessee
$31.2M +$24.7M +316,351 +392%
FA
50
FDx Advisors
Illinois
$30.3M -$5.08M -65,198 -14%
1
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BSV Hedge Fund Activity: Q4 2018 in Review

706 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2018, worth a combined $19.4B — up 11% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new BSV positions and 66 closed out — a net gain of 68 holders — while 217 added to existing stakes and 266 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $807M. The largest seller was Cornerstone Wealth Management, cutting an estimated $513M.

  • 706 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2018, up from 646 in Q3 2018.
  • Funds reported $19.4B of Vanguard Short-Term Bond ETF stock for Q4 2018, up 11% quarter-over-quarter.
  • 134 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2018 and 66 closed out, a net change of +68 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $807M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $513M sold.

Based on aggregated 13F filings for Q4 2018.