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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
PG
601
Patten Group
Tennessee
$16K -$39.1K -500 -71%
ML
602
McAdam LLC
Pennsylvania
$16K
CWSR
603
Chessman Wealth Strategies RIA
Texas
$16K +$15.6K +200 New
WAM
604
Wealthspire Advisors (Maryland)
Maryland
$15K -$7.97K -102 -35%
OGC
605
Oak Grove Capital
New Hampshire
$15K +$14.6K +187 New
TC
606
Truvestments Capital
Florida
$15K +$14.8K +190 New
VFA
607
Valeo Financial Advisors
Indiana
$14K -$87.6K -1,121 -86%
BCM
608
Blume Capital Management
California
$13K
CCM
609
Cribstone Capital Management
Maine
$13K
LIA
610
LS Investment Advisors
Michigan
$13K
VRM
611
Vectors Research Management
New York
$12K +$11.6K +149 New
SMFS
612
Squar Milner Financial Services
California
$11K -$55.9K -716 -84%
QCIG
613
Quad-Cities Investment Group
Iowa
$11K
DWM
614
Destination Wealth Management
California
$11K +$10.8K +138 New
Northern Trust
615
Northern Trust
Illinois
$11K +$305K +3,910 +36%
GP
616
Girard Partners
Pennsylvania
$10K -$435K -5,566 -98%
PFGIA
617
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$11.6K -149 -53%
BA
618
Ballew Advisors
Mississippi
$10K
NPP
619
New Potomac Partners
Maryland
$9K -$21.1K -270 -69%
WAS
620
WESPAC Advisors SoCal
California
$9K
BFC
621
Bedel Financial Consulting
Indiana
$8K
IFA
622
Interactive Financial Advisors
Illinois
$8K +$8.44K +108 New
CA
623
Crewe Advisors
Utah
$7K +$7.19K +92 New
BWA
624
BDO Wealth Advisors
Florida
$6K
YWP
625
YorkBridge Wealth Partners
New York
$6K

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.