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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
ADBIC
551
A.D. Beadell Investment Counsel
Wisconsin
$244K
PHAM
552
Palisades Hudson Asset Management
Florida
$243K +$12K +152 +5%
FCA
553
FinTrust Capital Advisors
South Carolina
$243K +$86.6K +1,097 +56%
EWA
554
Exencial Wealth Advisors
Oklahoma
$242K -$316 -4 -0.1%
WAP
555
Wealthcare Advisory Partners
Pennsylvania
$241K +$4.42K +56 +2%
RMAM
556
Raab & Moskowitz Asset Management
New Jersey
$240K -$31.2K -395 -12%
CP
557
Camelot Portfolios
Ohio
$239K +$237K +3,003 New
OC
558
Oarsman Capital
Wisconsin
$238K -$9.47K -120 -4%
WIC
559
Woodmont Investment Counsel
Tennessee
$238K
SIM
560
Stratos Investment Management
Ohio
$238K +$236K +2,991 New
CCA
561
Cobblestone Capital Advisors
New York
$236K -$19K -241 -8%
PA
562
Paracle Advisors
Washington
$234K +$232K +2,940 New
HTC
563
Haverford Trust Company
Pennsylvania
$231K +$229K +2,902 New
GCM
564
Gibraltar Capital Management
Oklahoma
$225K +$868 +11 +0.4%
HJA
565
Hugh Johnson Advisors
New York
$224K -$33.1K -419 -13%
BPC
566
Banque Pictet & Cie
Switzerland
$224K
GWM
567
Greenwich Wealth Management
Connecticut
$224K
PNAA
568
Pictet North America Advisors
Switzerland
$224K
GIP
569
Greatmark Investment Partners
Georgia
$223K -$13.8K -175 -6%
AW
570
ACG Wealth
Georgia
$223K +$221K +2,798 New
WAM
571
Wealthspire Advisors (Maryland)
Maryland
$221K +$124K +1,570 +130%
BF
572
Blankinship & Foster
California
$221K +$219K +2,781 New
WB
573
WesBanco Bank
West Virginia
$220K +$218K +2,763 New
AWE
574
Avidian Wealth Enterprises
Texas
$219K +$6.87K +87 +3%
HIS
575
Horizon Investment Services
Indiana
$217K -$8.37K -106 -4%

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.