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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
GTAM
501
Global Trust Asset Management
Florida
$338K +$174K +2,200 +108%
W
502
WealthOne
New York
$336K +$789 +10 +0.2%
WPW
503
Waldron Private Wealth
Pennsylvania
$334K +$332K +4,201 New
WA
504
WBH Advisory
Maryland
$331K +$2.92K +37 +0.9%
JCM
505
Jacobi Capital Management
Pennsylvania
$327K +$473 +6 +0.1%
LJHT
506
Laurie J. Hall Trustee
$318K +$15.8K +200 +5%
AOWM
507
Alpha Omega Wealth Management
Virginia
$310K +$43.7K +554 +17%
LCP
508
Legacy Capital Partners
Wisconsin
$307K -$44.6K -565 -13%
TNBTD
509
Trustmark National Bank Trust Department
Mississippi
$303K -$5.13K -65 -2%
PG
510
Patten Group
Tennessee
$302K +$58K +735 +24%
CNB
511
Camden National Bank
Maine
$301K +$868 +11 +0.3%
NIA
512
Northstar Investment Advisors
Colorado
$300K -$3.95K -50 -1%
PFG
513
Pacific Financial Group
Washington
$299K +$296K +3,757 New
WIA
514
World Investment Advisors
California
$298K -$1.34K -17 -0.5%
BOS
515
Bingham Osborn & Scarborough
California
$296K +$24.5K +311 +9%
Vanguard Group
516
Vanguard Group
Pennsylvania
$293K -$49.5K -627 -15%
HH
517
Hilltop Holdings
Texas
$292K
SWM
518
Sequoia Wealth Management
Illinois
$291K +$289K +3,656 New
PWP
519
Personal Wealth Partners
Minnesota
$290K -$16.9K -214 -6%
FNC
520
First National Corp
Massachusetts
$290K
S
521
SignatureFD
Georgia
$286K -$30K -380 -10%
NB
522
Nicolet Bankshares
Wisconsin
$284K
PCFFS
523
Pacific Center for Financial Services
California
$281K +$631 +8 +0.2%
IA
524
IFP Advisors
Florida
$279K -$1.41M -17,868 -84%
RB
525
Rodgers Brothers
Pennsylvania
$278K

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.