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Vanguard Short-Term Bond ETF

726 hedge funds and large institutions have $12.6B invested in Vanguard Short-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 285 increasing their positions, 246 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 246

1% less funds holding

Funds holding: 733726 (-7)

2% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 63

4.37% less ownership

Funds ownership: 62%57.62% (-4.4%)

9% less capital invested

Capital invested by funds: $13.9B → $12.6B (-$1.3B)

10% less funds holding in top 10

Funds holding in top 10: 7063 (-7)

Holders
726
Holders Change
-7
Holders Change %
-0.95%
% of All Funds
15.92%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.38%
New
62
Increased
285
Reduced
246
Closed
63
Calls
$2.19M
Puts
Net Calls
+$2.19M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
501
Archer Investment Corporation
Indiana
$368K
WWM
502
Windsor Wealth Management
Indiana
$366K +$365K +4,521 New
HS
503
Horan Securities
United States
$355K -$6.94K -86 -2%
VCM
504
Vivaldi Capital Management
Illinois
$352K +$351K +4,352 New
CAL
505
Capital Analysts LLC
Pennsylvania
$351K +$306K +3,790 +677%
PA
506
Paracle Advisors
Washington
$349K +$112K +1,389 +47%
AFC
507
AFT Forsyth & Company
Florida
$348K
NIC
508
Northwest Investment Counselors
Oregon
$348K
KIM
509
Karpus Investment Management
New York
$347K -$2.84M -35,225 -89%
CC
510
Claybrook Capital
Massachusetts
$347K
AAS
511
Annex Advisory Services
Wisconsin
$347K +$29K +360 +9%
LIA
512
LBMC Investment Advisors
Tennessee
$346K -$2.13M -26,348 -86%
FIA
513
Foundations Investment Advisors
Arizona
$345K +$343K +4,250 New
IWP
514
Icon Wealth Partners
Texas
$344K
CBT
515
Capital Bank & Trust
California
$339K +$339K +4,200 New
TWM
516
Titus Wealth Management
California
$338K +$338K +4,188 New
CCT
517
Country Club Trust
Missouri
$334K -$8.47K -105 -2%
EWA
518
Exencial Wealth Advisors
Oklahoma
$332K +$88.6K +1,098 +36%
ACA
519
Atlas Capital Advisors
Wyoming
$331K +$38.1K +472 +13%
TNBTD
520
Trustmark National Bank Trust Department
Mississippi
$330K -$316K -3,916 -49%
JCM
521
Jacobi Capital Management
Pennsylvania
$329K -$8.95K -111 -3%
W
522
WealthOne
New York
$328K -$13.4K -166 -4%
BFA
523
Beaumont Financial Advisors
Massachusetts
$327K +$326K +4,042 New
CNB
524
Camden National Bank
Maine
$325K
MAS
525
Managed Account Services
Florida
$323K -$38.4K -476 -11%

BSV Hedge Fund Activity: Q3 2019 in Review

726 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2019, worth a combined $12.6B — down 9.3% from $13.9B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of BSV and 62 opened new positions — a net loss of 1 holder — while 246 trimmed existing stakes and 285 added.

The largest buyer was Bank of America, adding an estimated $80.1M. The largest seller was JP Morgan Chase, cutting an estimated $1.26B.

  • 726 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2019, down from 733 in Q2 2019.
  • Funds reported $12.6B of Vanguard Short-Term Bond ETF stock for Q3 2019, down 9.3% quarter-over-quarter.
  • 62 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2019 and 63 closed out, a net change of -1 holder.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2019 was Bank of America, an estimated $80.1M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2019 was JP Morgan Chase, an estimated $1.26B sold.

Based on aggregated 13F filings for Q3 2019.