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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
Fiera Capital (Canada)
501
Fiera Capital (Canada)
Quebec, Canada
$353K -$50.7K -636 -13%
AFC
502
AFT Forsyth & Company
Florida
$347K
NIC
503
Northwest Investment Counselors
Oregon
$347K
CC
504
Claybrook Capital
Massachusetts
$346K +$343K +4,300 New
WA
505
WBH Advisory
Maryland
$345K +$9.41K +118 +3%
CCT
506
Country Club Trust
Missouri
$342K -$66.1K -829 -16%
IWP
507
Icon Wealth Partners
Texas
$342K
W
508
WealthOne
New York
$341K +$1.12K +14 +0.3%
JCM
509
Jacobi Capital Management
Pennsylvania
$337K +$6.54K +82 +2%
MFG
510
Merit Financial Group
Georgia
$326K +$324K +4,063 New
CNB
511
Camden National Bank
Maine
$324K +$19.5K +245 +6%
BIA
512
Bigelow Investment Advisors
Maine
$322K -$41.9K -525 -12%
LJHT
513
Laurie J. Hall Trustee
$322K
OCM
514
Osbon Capital Management
Massachusetts
$318K +$315K +3,954 New
AAS
515
Annex Advisory Services
Wisconsin
$317K -$70.7K -887 -18%
MWPCG
516
Measured Wealth Private Client Group
New Hampshire
$315K -$189K -2,369 -38%
WAM
517
Wealthspire Advisors (Maryland)
Maryland
$311K +$86.8K +1,089 +39%
MMA
518
Miracle Mile Advisors
California
$310K +$307K +3,850 New
AIC
519
Ameritas Investment Company
Nebraska
$309K -$1.19M -14,962 -80%
SG
520
StoneX Group
New York
$308K -$107K -1,346 -26%
WIA
521
World Investment Advisors
California
$298K -$4.15K -52 -1%
Fisher Asset Management
522
Fisher Asset Management
Washington
$298K +$17.9K +225 +6%
AW
523
ACG Wealth
Georgia
$297K +$70.5K +884 +32%
AOWM
524
Alpha Omega Wealth Management
Virginia
$295K -$18.3K -230 -6%
WIC
525
Woodmont Investment Counsel
Tennessee
$293K +$51.8K +650 +22%

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.