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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
Stifel Financial
26
Stifel Financial
Missouri
$73.1M +$13.1M +162,739 +22%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$71.8M -$2.88M -35,716 -4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$70.5M +$8.06M +99,926 +13%
HAFS
29
Hapanowicz & Associates Financial Services
Pennsylvania
$69.5M +$30M +371,617 +76%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$66.3M +$7.54M +93,464 +13%
BCMIO
31
Beacon Capital Management Inc (Ohio)
Ohio
$63.6M +$3.08M +38,139 +5%
TCM
32
TD Capital Management
Tennessee
$56.8M +$13.9M +172,010 +32%
EA
33
Efficient Advisors
Ohio
$53M +$498K +6,178 +1%
RWM
34
Ritholtz Wealth Management
New York
$52.6M +$3.48M +43,142 +7%
FMT
35
First Mercantile Trust
Tennessee
$52.5M +$9.61M +119,187 +22%
RWP
36
RWA Wealth Partners
Massachusetts
$51.7M -$2.06M -25,512 -4%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$50.7M +$1.31M +16,300 +3%
AA
38
ALPS Advisors
Colorado
$48.7M -$317K -3,935 -0.6%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$44M +$5.59M +69,338 +15%
WCWM
40
Willow Creek Wealth Management
California
$42.3M -$500K -6,196 -1%
FG
41
Fiduciary Group
Georgia
$42.1M -$1.06M -13,092 -2%
Creative Planning
42
Creative Planning
Kansas
$40.5M +$488K +6,052 +1%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$40.1M -$3.73M -46,272 -9%
RJA
44
Raymond James & Associates
Florida
$38.8M +$6.68M +82,771 +21%
AllianceBernstein
45
AllianceBernstein
Tennessee
$38.4M +$28.6M +354,723 +294%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$38M +$1.24M +15,416 +3%
ECM
47
ETrade Capital Management
Virginia
$37.7M +$1.56M +19,393 +4%
LFS
48
Lutz Financial Services
Nebraska
$34.7M -$5.74M -71,140 -14%
I
49
IberiaBank
Louisiana
$33.8M +$938K +11,630 +3%
WIP
50
Wellesley Investment Partners
Massachusetts
$33.1M +$5.72M +70,893 +21%

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.