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Vanguard Short-Term Bond ETF

733 hedge funds and large institutions have $13.9B invested in Vanguard Short-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 287 increasing their positions, 259 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 50

11% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 259

5.15% more ownership

Funds ownership: 56.84%62% (+5.2%)

2% more funds holding

Funds holding: 717733 (+16)

2% more capital invested

Capital invested by funds: $13.6B → $13.9B (+$280M)

11% less funds holding in top 10

Funds holding in top 10: 7970 (-9)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
733
Holders Change
+16
Holders Change %
+2.23%
% of All Funds
15.92%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
1.52%
New
77
Increased
287
Reduced
259
Closed
50
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
476
Cannon Financial Strategists
Georgia
$416K
CPIG
477
Chicago Partners Investment Group
Illinois
$416K +$25.6K +321 +7%
HR
478
Hayden Royal
North Carolina
$416K +$414K +5,188 New
RCAG
479
Rehmann Capital Advisory Group
Michigan
$407K -$1.91K -24 -0.5%
DWM
480
Dakota Wealth Management
Florida
$405K +$155K +1,946 +63%
LIM
481
Loudon Investment Management
New Hampshire
$402K
WFM
482
Wolff Financial Management
Michigan
$398K +$478 +6 +0.1%
BCA
483
Bay Colony Advisors
Massachusetts
$397K -$22.7K -285 -5%
SWA
484
Stratos Wealth Advisors
Ohio
$393K -$59.6K -748 -13%
VC
485
Vicus Capital
Pennsylvania
$393K -$23.7K -297 -6%
SDWMA
486
Schneider Downs Wealth Management Advisors
Pennsylvania
$392K -$27.4K -344 -7%
Invesco
487
Invesco
Georgia
$391K +$387K +4,850 New
SCA
488
Snowden Capital Advisors
New York
$384K +$17.9K +225 +5%
WIM
489
Weitz Investment Management
Nebraska
$378K
LC
490
Lincoln Capital
Nebraska
$374K +$164K +2,059 +80%
WPA
491
West Paces Advisors
Georgia
$374K +$558 +7 +0.2%
JIR
492
James Investment Research
Ohio
$372K
KFA
493
Kelleher Financial Advisors
New York
$370K +$367K +4,604 New
AIC
494
Archer Investment Corporation
Indiana
$366K
HS
495
Horan Securities
United States
$361K -$4.2M -52,608 -92%
MAS
496
Managed Account Services
Florida
$359K -$83.1K -1,042 -19%
JSA
497
Jacobson & Schmitt Advisors
Wisconsin
$359K +$14.5K +182 +4%
SFM
498
Signet Financial Management
New Jersey
$357K +$239 +3 +0.1%
CIR
499
Clear Investment Research
Georgia
$356K -$1.36K -17 -0.4%
F
500
F3Logic
Minnesota
$356K +$92.7K +1,163 +36%

BSV Hedge Fund Activity: Q2 2019 in Review

733 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2019, worth a combined $13.9B — up 2.1% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new BSV positions and 50 closed out — a net gain of 27 holders — while 287 added to existing stakes and 259 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $68.9M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $109M.

  • 733 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2019, up from 717 in Q1 2019.
  • Funds reported $13.9B of Vanguard Short-Term Bond ETF stock for Q2 2019, up 2.1% quarter-over-quarter.
  • 77 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2019 and 50 closed out, a net change of +27 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $68.9M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $109M sold.

Based on aggregated 13F filings for Q2 2019.