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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
GGI
576
Godsey & Gibb Inc
Virginia
$213K +$211K +2,645 New
GI
577
Gradient Investments
Minnesota
$212K +$13.9K +174 +7%
RFA
578
Reilly Financial Advisors
California
$211K
Carson Wealth (CWM LLC)
579
Carson Wealth (CWM LLC)
Nebraska
$209K
RTS
580
Round Table Services
New Jersey
$209K +$207K +2,597 New
RIA
581
Realta Investment Advisors
Delaware
$208K -$64.3K -806 -24%
JWM
582
Janiczek Wealth Management
Colorado
$208K +$78.1K +979 +61%
HJA
583
Hugh Johnson Advisors
New York
$206K -$20.2K -253 -9%
GIA
584
Granite Investment Advisors
New Hampshire
$205K -$1.2K -15 -0.6%
RFN
585
RDA Financial Network
Iowa
$205K +$204K +2,562 New
LWM
586
Lyell Wealth Management
California
$202K +$200K +2,503 New
LPT
587
Legacy Private Trust
Wisconsin
$202K +$200K +2,512 New
OLA
588
Oliver Luxxe Assets
New Jersey
$201K -$9.57K -120 -5%
SCG
589
Sonata Capital Group
Washington
$201K +$199K +2,500 New
BSB
590
Bangor Savings Bank
Maine
$200K +$198K +2,486 New
BFIM
591
Beese Fulmer Investment Management
Ohio
$200K +$198K +2,489 New
CAI
592
Capital Advisors Inc
Oklahoma
$200K +$199K +2,490 New
SAM
593
Shamrock Asset Management
Texas
$199K
BRC
594
Bell Rock Capital
Delaware
$197K +$1.12K +14 +0.6%
PFGIA
595
Patriot Financial Group Insurance Agency
Massachusetts
$192K +$79.7K +999 +72%
CB
596
CNB Bank
Pennsylvania
$190K
SA
597
SRH Advisors
Kansas
$190K
WP
598
WealthShield Partners
North Carolina
$176K -$239 -3 -0.1%
BAM
599
Belpointe Asset Management
Nevada
$170K +$168K +2,108 New
APCM
600
Alaska Permanent Capital Management
Alaska
$164K -$6.74M -84,540 -98%

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.