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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
BIA
526
Bigelow Investment Advisors
Maine
$323K
SEIA
527
Signature Estate & Investment Advisors
California
$320K +$41.4K +513 +15%
JFGIW
528
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$315K -$125K -1,550 -28%
MWM
529
Meridian Wealth Management
Kentucky
$313K -$1.21K -15 -0.4%
CA
530
Continuum Advisory
Idaho
$311K -$109K -1,356 -26%
Fiera Capital (Canada)
531
Fiera Capital (Canada)
Quebec, Canada
$311K -$42.6K -528 -12%
EW
532
Evoke Wealth
California
$310K +$310K +3,840 New
ZB
533
Zions Bancorporation
Utah
$307K -$255K -3,160 -45%
SDWMA
534
Schneider Downs Wealth Management Advisors
Pennsylvania
$300K -$93.7K -1,162 -24%
AW
535
ACG Wealth
Georgia
$298K +$484 +6 +0.2%
WIA
536
World Investment Advisors
California
$296K -$2.82K -35 -0.9%
AOWM
537
Alpha Omega Wealth Management
Virginia
$295K
WIC
538
Woodmont Investment Counsel
Tennessee
$294K
FNC
539
First National Corp
Massachusetts
$293K
LCP
540
Legacy Capital Partners
Wisconsin
$289K -$4.44K -55 -2%
RFN
541
RDA Financial Network
Iowa
$286K +$79K +980 +38%
BRC
542
Bell Rock Capital
Delaware
$286K +$89.1K +1,105 +45%
RB
543
Rodgers Brothers
Pennsylvania
$282K
GW
544
GW & Wade
Massachusetts
$281K +$1.29K +16 +0.5%
CFA
545
Carroll Financial Associates
North Carolina
$281K +$19.9K +247 +8%
AC
546
Addison Capital
Pennsylvania
$280K
PAG
547
Pinnacle Advisory Group
Maryland
$277K
SWM
548
Sequoia Wealth Management
Illinois
$275K +$18.5K +229 +7%
AWA
549
Acorn Wealth Advisors
Michigan
$274K -$9.11K -113 -3%
LJHT
550
Laurie J. Hall Trustee
$273K -$50.4K -625 -16%

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.