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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
PAG
526
Pinnacle Advisory Group
Maryland
$278K +$66.4K +842 +32%
AC
527
Addison Capital
Pennsylvania
$277K -$35.5K -450 -11%
Fisher Asset Management
528
Fisher Asset Management
Washington
$276K +$274K +3,471 New
GW
529
GW & Wade
Massachusetts
$275K +$868 +11 +0.3%
RIA
530
Realta Investment Advisors
Delaware
$272K +$267K +3,385 New
AWA
531
Acorn Wealth Advisors
Michigan
$270K -$79 -1 -0%
SBSB
532
Sullivan, Bruyette, Speros & Blaney
Virginia
$269K +$14K +178 +6%
CFA
533
Carroll Financial Associates
North Carolina
$269K +$14.7K +186 +6%
GG
534
Gofen & Glossberg
Illinois
$268K -$50.5K -640 -16%
LWM
535
Liberty Wealth Management
California
$268K -$47.5K -602 -15%
WAAG
536
Wealth Alliance Advisory Group
Kansas
$267K
TI
537
Tidal Investments
Wisconsin
$264K +$868 +11 +0.3%
FRA
538
Front Row Advisors
California
$263K -$710 -9 -0.3%
GSWM
539
Golden State Wealth Management
California
$262K +$259K +3,286 New
BRWM
540
B. Riley Wealth Management
Tennessee
$259K
TM
541
Titan Managers
Arizona
$258K -$48.5K -614 -16%
AWA
542
Arete Wealth Advisors
Illinois
$256K -$35K -443 -12%
F
543
F3Logic
Minnesota
$256K -$32.4K -410 -11%
CSM
544
CAMG Solamere Management
North Carolina
$255K -$19.8K -251 -7%
ST
545
Spinnaker Trust
Maine
$253K -$6.08K -77 -2%
CC
546
Courier Capital
New York
$252K
LC
547
Landaas & Company
Wisconsin
$251K
BAMG
548
Brand Asset Management Group
Missouri
$247K -$17.4K -221 -7%
HIM
549
Hanlon Investment Management
New Jersey
$247K +$245K +3,106 New
DWM
550
Dakota Wealth Management
Florida
$245K +$243K +3,080 New

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.