We are live on ! Find out more
BSV icon

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
LWM
551
Liberty Wealth Management
California
$252K -$19.5K -245 -7%
CSM
552
CAMG Solamere Management
North Carolina
$251K -$6.54K -82 -3%
ADBIC
553
A.D. Beadell Investment Counsel
Wisconsin
$247K
PHAM
554
Palisades Hudson Asset Management
Florida
$247K +$1.12K +14 +0.5%
FMC
555
First Merchants Corp
Indiana
$245K -$125K -1,565 -34%
PA
556
PFG Advisors
Arizona
$244K +$242K +3,036 New
EWA
557
Exencial Wealth Advisors
Oklahoma
$243K -$2.55K -32 -1%
RMAM
558
Raab & Moskowitz Asset Management
New Jersey
$243K
WAP
559
Wealthcare Advisory Partners
Pennsylvania
$243K +$159 +2 +0.1%
BOS
560
Bingham Osborn & Scarborough
California
$240K -$59K -740 -20%
LC
561
Landaas & Company
Wisconsin
$239K -$15.2K -191 -6%
CWAG
562
Compton Wealth Advisory Group
Virginia
$239K +$236K +2,964 New
CCA
563
Cobblestone Capital Advisors
New York
$238K
PA
564
Paracle Advisors
Washington
$236K
GCM
565
Gibraltar Capital Management
Oklahoma
$229K +$1.36K +17 +0.6%
PCFFS
566
Pacific Center for Financial Services
California
$228K -$56.1K -703 -20%
BPC
567
Banque Pictet & Cie
Switzerland
$226K
PNAA
568
Pictet North America Advisors
Switzerland
$226K
HIS
569
Harvest Investment Services
Illinois
$223K -$226K -2,832 -50%
WB
570
WesBanco Bank
West Virginia
$223K
HH
571
Hilltop Holdings
Texas
$222K -$72.8K -913 -25%
BF
572
Blankinship & Foster
California
$220K -$3.91K -49 -2%
HIS
573
Horizon Investment Services
Indiana
$220K
GG
574
Gofen & Glossberg
Illinois
$213K -$58.1K -728 -22%
AWA
575
Arete Wealth Advisors
Illinois
$213K -$45.9K -576 -18%

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.