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Vanguard Short-Term Bond ETF

726 hedge funds and large institutions have $12.6B invested in Vanguard Short-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 285 increasing their positions, 246 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 246

1% less funds holding

Funds holding: 733726 (-7)

2% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 63

4.37% less ownership

Funds ownership: 62%57.62% (-4.4%)

9% less capital invested

Capital invested by funds: $13.9B → $12.6B (-$1.3B)

10% less funds holding in top 10

Funds holding in top 10: 7063 (-7)

Holders
726
Holders Change
-7
Holders Change %
-0.95%
% of All Funds
15.92%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.38%
New
62
Increased
285
Reduced
246
Closed
63
Calls
$2.19M
Puts
Net Calls
+$2.19M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
576
Landaas & Company
Wisconsin
$239K
IA
577
Independence Advisors
Pennsylvania
$239K +$239K +2,962 New
ANTB
578
AMG National Trust Bank
Colorado
$234K +$234K +2,898 New
SEI Investments
579
SEI Investments
Pennsylvania
$233K +$233K +2,886 New
GCM
580
Gibraltar Capital Management
Oklahoma
$231K +$1.29K +16 +0.6%
First Manhattan
581
First Manhattan
New York
$230K +$91.4K +1,133 +66%
PCFFS
582
Pacific Center for Financial Services
California
$229K +$726 +9 +0.3%
GG
583
Gofen & Glossberg
Illinois
$228K +$14.2K +176 +7%
FMC
584
First Merchants Corp
Indiana
$225K -$20.2K -250 -8%
WB
585
WesBanco Bank
West Virginia
$223K
HH
586
Hilltop Holdings
Texas
$222K
GI
587
Gradient Investments
Minnesota
$221K +$8.95K +111 +4%
RFA
588
Reilly Financial Advisors
California
$220K +$8.07K +100 +4%
CWAG
589
Compton Wealth Advisory Group
Virginia
$219K -$20.6K -255 -9%
SBSB
590
Sullivan, Bruyette, Speros & Blaney
Virginia
$218K -$37.3K -463 -15%
BOS
591
Bingham Osborn & Scarborough
California
$216K -$24.7K -306 -10%
PFGIA
592
Patriot Financial Group Insurance Agency
Massachusetts
$216K +$23.6K +292 +12%
F
593
F3Logic
Minnesota
$214K -$140K -1,737 -40%
BAMG
594
Brand Asset Management Group
Missouri
$214K +$51.6K +640 +32%
HIS
595
Horizon Investment Services
Indiana
$213K -$8.07K -100 -4%
DWM
596
Dorchester Wealth Management
Quebec, Canada
$212K +$212K +2,626 New
RTS
597
Round Table Services
New Jersey
$210K
DI
598
DFPG Investments
Utah
$210K +$209K +2,589 New
Carson Wealth (CWM LLC)
599
Carson Wealth (CWM LLC)
Nebraska
$209K
JWM
600
Janiczek Wealth Management
Colorado
$209K

BSV Hedge Fund Activity: Q3 2019 in Review

726 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2019, worth a combined $12.6B — down 9.3% from $13.9B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of BSV and 62 opened new positions — a net loss of 1 holder — while 246 trimmed existing stakes and 285 added.

The largest buyer was Bank of America, adding an estimated $80.1M. The largest seller was JP Morgan Chase, cutting an estimated $1.26B.

  • 726 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2019, down from 733 in Q2 2019.
  • Funds reported $12.6B of Vanguard Short-Term Bond ETF stock for Q3 2019, down 9.3% quarter-over-quarter.
  • 62 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2019 and 63 closed out, a net change of -1 holder.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2019 was Bank of America, an estimated $80.1M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2019 was JP Morgan Chase, an estimated $1.26B sold.

Based on aggregated 13F filings for Q3 2019.