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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
UB
501
UMB Bank
Missouri
$230K +$231K +2,956 New
MWM
502
Meridian Wealth Management
Kentucky
$229K -$36.2K -463 -14%
CC
503
Courier Capital
New York
$227K
GBBWRPM
504
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$221K +$27.3K +349 +14%
GWM
505
Greenwich Wealth Management
Connecticut
$220K
BPC
506
Banque Pictet & Cie
Switzerland
$219K +$220K +2,811 New
PNAA
507
Pictet North America Advisors
Switzerland
$219K +$220K +2,811 New
SC
508
Scotia Capital
Ontario, Canada
$217K -$39.3K -503 -15%
AI
509
Accredited Investors
Minnesota
$216K +$216K +2,769 New
CGT
510
Capital Guardian Trust
California
$213K +$213K +2,730 New
LA
511
LexAurum Advisors
Kansas
$209K +$209K +2,681 New
BCWM
512
Bartlett & Co Wealth Management
Ohio
$207K +$58.8K +753 +40%
BC
513
Bartlett & Co
Ohio
$207K +$58.8K +753 +40%
OLA
514
Oliver Luxxe Assets
New Jersey
$206K -$637K -8,148 -75%
BS
515
Banco Santander
Spain
$204K
CCA
516
Conservest Capital Advisors
Pennsylvania
$203K +$859 +11 +0.4%
KA
517
Klingman & Associates
New York
$202K +$203K +2,595 New
GIA
518
Granite Investment Advisors
New Hampshire
$201K -$1.95K -25 -1%
JIC
519
Johnson Investment Counsel
Ohio
$200K +$201K +2,574 New
SAM
520
Shamrock Asset Management
Texas
$193K
BRC
521
Bell Rock Capital
Delaware
$193K +$937 +12 +0.5%
SSB
522
Sandy Spring Bank
Maryland
$188K
CCA
523
Catalyst Capital Advisors
New York
$179K -$46.9K -600 -21%
CC
524
Claybrook Capital
Massachusetts
$179K
AF
525
Allworth Financial
California
$179K +$43.4K +555 +32%

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.