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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
DADC
26
D.A. Davidson & Co
Montana
$81M +$3.46M +43,795 +4%
SB
27
Suntrust Banks
Georgia
$80.8M +$14M +178,033 +21%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$78.1M -$4.62M -58,499 -6%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$63.2M +$7.72M +97,888 +14%
Stifel Financial
30
Stifel Financial
Missouri
$60M -$9.72M -123,132 -14%
AA
31
ALPS Advisors
Colorado
$57.9M -$366K -4,635 -0.6%
VFP
32
Verus Financial Partners
Virginia
$52.9M +$52.5M +664,943 New
EA
33
Efficient Advisors
Ohio
$51.7M -$902K -11,424 -2%
RWP
34
RWA Wealth Partners
Massachusetts
$50.8M +$3.73M +47,214 +8%
FG
35
Fiduciary Group
Georgia
$48.6M -$1.16M -14,657 -2%
LFS
36
Lutz Financial Services
Nebraska
$44.8M +$504K +6,381 +1%
WCWM
37
Willow Creek Wealth Management
California
$44.5M -$1.62M -20,479 -4%
RWM
38
Ritholtz Wealth Management
New York
$43.7M +$43.4M +549,624 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$42.5M -$3.94M -49,949 -9%
TCM
40
TD Capital Management
Tennessee
$41.4M +$9.67M +122,565 +31%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$41.1M -$7.96M -100,853 -16%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$38.4M -$1.11M -14,097 -3%
US Bancorp
43
US Bancorp
Minnesota
$38.1M -$300K -3,800 -0.8%
HAFS
44
Hapanowicz & Associates Financial Services
Pennsylvania
$37.6M +$4.61M +58,461 +14%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$36.4M +$36.1M +457,345 New
ECM
46
ETrade Capital Management
Virginia
$35.1M +$973K +12,335 +3%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$34.6M +$2.14M +27,110 +7%
MML Investors Services
48
MML Investors Services
Massachusetts
$34.4M +$1.03M +12,992 +3%
FA
49
FDx Advisors
Illinois
$33.8M +$3.08M +39,014 +10%
Bank of Nova Scotia
50
Bank of Nova Scotia
Ontario, Canada
$31.8M +$15.8M +200,000 +100%

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.