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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
ACA
526
Atlas Capital Advisors
Wyoming
$292K +$236K +2,959 +442%
LCP
527
Legacy Capital Partners
Wisconsin
$292K -$18.6K -233 -6%
FNC
528
First National Corp
Massachusetts
$292K -$1.91K -24 -0.7%
SIM
529
Stratos Investment Management
Ohio
$291K +$50.2K +629 +21%
S
530
SignatureFD
Georgia
$289K -$319 -4 -0.1%
CBU
531
CIBC Bank USA
Illinois
$289K +$286K +3,586 New
Vanguard Group
532
Vanguard Group
Pennsylvania
$287K -$9.17K -115 -3%
AWA
533
Acorn Wealth Advisors
Michigan
$283K +$7.97K +100 +3%
RB
534
Rodgers Brothers
Pennsylvania
$281K
NB
535
Nicolet Bankshares
Wisconsin
$280K -$7.74K -97 -3%
AC
536
Addison Capital
Pennsylvania
$279K -$1.51K -19 -0.5%
GW
537
GW & Wade
Massachusetts
$279K +$1.28K +16 +0.5%
SEIA
538
Signature Estate & Investment Advisors
California
$277K -$346K -4,335 -56%
FAM
539
Foothills Asset Management
Arizona
$277K +$274K +3,441 New
PAG
540
Pinnacle Advisory Group
Maryland
$276K -$5.98K -75 -2%
WAAG
541
Wealth Alliance Advisory Group
Kansas
$270K
AWE
542
Avidian Wealth Enterprises
Texas
$270K +$48.2K +604 +22%
TI
543
Tidal Investments
Wisconsin
$269K +$1.51K +19 +0.6%
TSS
544
Two Sigma Securities
New York
$264K +$261K +3,276 New
CFA
545
Carroll Financial Associates
North Carolina
$260K -$11.7K -147 -4%
FRA
546
Front Row Advisors
California
$256K -$9.65K -121 -4%
ST
547
Spinnaker Trust
Maine
$256K
SWM
548
Sequoia Wealth Management
Illinois
$255K -$38.3K -480 -13%
SBSB
549
Sullivan, Bruyette, Speros & Blaney
Virginia
$255K -$17.5K -220 -7%
CC
550
Courier Capital
New York
$255K

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.