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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
FWM
576
Focused Wealth Management
New York
$41K -$16.2K -207 -28%
MCM
577
Manchester Capital Management
Vermont
$41K
TVWM
578
Tower View Wealth Management
Wisconsin
$40K +$234 +3 +0.6%
CAL
579
Capital Analysts LLC
Pennsylvania
$38K -$24.5K -313 -39%
FANJ
580
Financial Architects (New Jersey)
New Jersey
$38K -$18.7K -240 -33%
BWL
581
Bogart Wealth LLC
Virginia
$38K -$7.34K -94 -16%
NCM
582
New Capital Management
Texas
$34K +$156 +2 +0.5%
CFD
583
Creative Financial Designs
Indiana
$34K +$6.56K +84 +24%
AIS
584
Accurate Investment Solutions
Pennsylvania
$33K +$2.66K +34 +9%
FPB
585
First PREMIER Bank
South Dakota
$33K +$32.9K +421 New
SFSG
586
Stearns Financial Services Group
North Carolina
$31K +$31.1K +398 New
BlackRock
587
BlackRock
New York
$30K -$4.96M -63,547 -99%
MWM
588
MinichMacGregor Wealth Management
New York
$30K -$4.06K -52 -12%
BWA
589
Burt Wealth Advisors
Maryland
$29K
PGWM
590
Parisi Gray Wealth Management
New Jersey
$28K -$16.5K -211 -37%
SIS
591
Sound Income Strategies
Florida
$27K -$6.17K -79 -19%
JWM
592
Janiczek Wealth Management
Colorado
$26K
TFS
593
TrustCore Financial Services
Tennessee
$26K +$156 +2 +0.6%
EWM
594
Endurance Wealth Management
Rhode Island
$25K
MA
595
MCF Advisors
Kentucky
$23K -$11.6K -149 -33%
APP
596
Avantax Planning Partners
Iowa
$21K +$20.8K +266 New
ADL
597
Asset Dedication LLC
California
$20K
SNT
598
Security National Trust
West Virginia
$20K
FEG
599
Financial Enhancement Group
Indiana
$18K
WCM
600
Whitener Capital Management
North Carolina
$18K +$18.4K +236 New

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.