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Vanguard Short-Term Bond ETF

646 hedge funds and large institutions have $17.4B invested in Vanguard Short-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 248 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 7173 (+2)

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

2% more capital invested

Capital invested by funds: $17.2B → $17.4B (+$268M)

0% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 247

0.32% more ownership

Funds ownership: 68.83%69.15% (+0.32%)

0% more funds holding

Funds holding: 646646 (0)

Holders
646
Holders Change
Holders Change %
0%
% of All Funds
14.77%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.67%
New
59
Increased
248
Reduced
247
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
551
OneDigital Investment Advisors
Kansas
$77K -$15.6K -200 -17%
HCM
552
Horrell Capital Management
Arkansas
$77K
CB
553
CNB Bank
Pennsylvania
$73K +$1.88K +24 +3%
OWA
554
One Wealth Advisors
California
$72K
GI
555
Gradient Investments
Minnesota
$71K +$17.5K +224 +33%
SIAP
556
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$69K +$34.7K +444 +100%
GEA
557
Glen Eagle Advisors
New Jersey
$67K +$19.9K +255 +42%
FDCDDQ
558
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67K +$12.1K +155 +22%
NSIM
559
North Star Investment Management
Illinois
$64K
LFG
560
LifePlan Financial Group
Ohio
$64K +$6.88K +88 +12%
FMII
561
Farmers & Merchants Investments Inc
Nebraska
$61K
CAC
562
Certified Advisory Corp
Florida
$60K
AIM
563
Advantage Investment Management
Iowa
$57K -$4.22K -54 -7%
DAM
564
Delta Asset Management
Tennessee
$57K
TC
565
Trust Company
Kansas
$57K
RE
566
RBC Europe
United Kingdom
$56.1K
PWAG
567
Polaris Wealth Advisory Group
California
$55K +$6.17K +79 +13%
PCP
568
Proficio Capital Partners
Massachusetts
$54K
BCA
569
Bray Capital Advisors
Florida
$52K
BAM
570
Barrett Asset Management
New York
$50K
PFSC
571
Peoples Financial Services Corp
Pennsylvania
$49K
1832 Asset Management
572
1832 Asset Management
Ontario, Canada
$48K
RCA
573
Rowland Carmichael Advisors
Arizona
$46K -$7.81K -100 -15%
1IA
574
1834 Investment Advisors
Wisconsin
$45K
WF
575
WealthTrust Fairport
Ohio
$43K +$12.2K +156 +39%

BSV Hedge Fund Activity: Q3 2018 in Review

646 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2018, worth a combined $17.4B — up 1.6% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BSV positions and 56 closed out — a net gain of 3 holders — while 248 added to existing stakes and 247 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $147M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $90.2M.

  • 646 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $17.4B of Vanguard Short-Term Bond ETF stock for Q3 2018, up 1.6% quarter-over-quarter.
  • 59 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2018 and 56 closed out, a net change of +3 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2018 was TD Ameritrade Investment Management, an estimated $147M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2018 was Beacon Capital Management Inc (Ohio), an estimated $90.2M sold.

Based on aggregated 13F filings for Q3 2018.