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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
OC
476
Oarsman Capital
Wisconsin
$274K -$38.7K -495 -12%
NEGWA
477
New England Guild Wealth Advisors
Connecticut
$274K +$274K +3,509 New
RB
478
Rodgers Brothers
Pennsylvania
$273K
BTNA
479
Bremer Trust National Association
Minnesota
$272K
BOS
480
Bingham Osborn & Scarborough
California
$266K -$45K -576 -14%
WP
481
WMS Partners
Maryland
$266K
AWA
482
Acorn Wealth Advisors
Michigan
$264K -$13.4K -172 -5%
MGIA
483
Moneta Group Investment Advisors
Missouri
$264K +$264K +3,383 New
LC
484
Landaas & Company
Wisconsin
$263K +$4.76K +61 +2%
WAAG
485
Wealth Alliance Advisory Group
Kansas
$262K
CIA
486
Cascade Investment Advisors
Oregon
$257K +$258K +3,300 New
WAP
487
Wealthcare Advisory Partners
Pennsylvania
$257K +$2.03K +26 +0.8%
CSM
488
CAMG Solamere Management
North Carolina
$255K -$71.5K -915 -22%
LWAC
489
Laurel Wealth Advisors (California)
California
$252K +$253K +3,237 New
MWPCG
490
Measured Wealth Private Client Group
New Hampshire
$246K +$246K +3,150 New
BRWM
491
B. Riley Wealth Management
Tennessee
$244K +$244K +3,128 New
PCIA
492
Prime Capital Investment Advisors
Kansas
$242K -$60K -768 -20%
EWA
493
Exencial Wealth Advisors
Oklahoma
$242K +$7.81K +100 +3%
ADBIC
494
A.D. Beadell Investment Counsel
Wisconsin
$239K
UR
495
USCA RIA
Texas
$238K +$239K +3,053 New
GAM
496
Gould Asset Management
California
$236K +$236K +3,025 New
GIP
497
Greatmark Investment Partners
Georgia
$232K
CCA
498
Cobblestone Capital Advisors
New York
$231K
AOWM
499
Alpha Omega Wealth Management
Virginia
$231K +$214K +2,733 +1,188%
JFA
500
JNBA Financial Advisors
Minnesota
$231K +$231K +2,963 New

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.