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Vanguard Short-Term Bond ETF

718 hedge funds and large institutions have $13.6B invested in Vanguard Short-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 259 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

2% more funds holding

Funds holding: 706718 (+12)

5% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 272

12.8% less ownership

Funds ownership: 69.65%56.85% (-13%)

20% less funds holding in top 10

Funds holding in top 10: 9979 (-20)

30% less capital invested

Capital invested by funds: $19.4B → $13.6B (-$5.81B)

Holders
718
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
15.54%
Holding in Top 10
79
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.2%
% of All Funds
1.71%
New
79
Increased
259
Reduced
272
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
601
Sargent Bickham Lagudis
Colorado
$115K -$25.9K -328 -19%
AA
602
AlphaMark Advisors
Kentucky
$114K
EWM
603
Executive Wealth Management
Michigan
$110K -$35.9K -455 -25%
Toronto Dominion Bank
604
Toronto Dominion Bank
Ontario, Canada
$110K
PFGIA
605
Patriot Financial Group Insurance Agency
Massachusetts
$110K +$98.7K +1,251 +948%
ME
606
McIlrath & Eck
Washington
$95K
SAM
607
Strategy Asset Managers
California
$95K +$94.7K +1,200 New
CTB
608
Country Trust Bank
Illinois
$92K -$217K -2,744 -70%
TWA
609
TCI Wealth Advisors
Arizona
$82K -$4.34K -55 -5%
TFS
610
TrustCore Financial Services
Tennessee
$80K +$79.2K +1,004 New
M
611
MOTCO
Texas
$79K -$13.4K -170 -15%
HCM
612
Horrell Capital Management
Arkansas
$78K
LYV
613
Live Your Vision
Pennsylvania
$78K
MA
614
MCF Advisors
Kentucky
$78K +$53.7K +680 +227%
CFD
615
Creative Financial Designs
Indiana
$76K +$52K +659 +226%
ESB
616
Essex Savings Bank
Connecticut
$74K +$1.42K +18 +2%
OWA
617
One Wealth Advisors
California
$74K +$73.2K +927 New
CAC
618
Certified Advisory Corp
Florida
$72K
GEA
619
Glen Eagle Advisors
New Jersey
$68.5K
FANJ
620
Financial Architects (New Jersey)
New Jersey
$68K
NSIM
621
North Star Investment Management
Illinois
$65K
FWM
622
Focused Wealth Management
New York
$63K -$3.31K -42 -5%
BBHC
623
Brown Brothers Harriman & Co
New York
$60K -$118K -1,500 -67%
BWA
624
Burt Wealth Advisors
Maryland
$60K +$30.1K +382 +102%
CAL
625
Capital Analysts LLC
Pennsylvania
$59K +$12.2K +155 +26%

BSV Hedge Fund Activity: Q1 2019 in Review

718 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2019, worth a combined $13.6B — down 30% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BSV positions and 58 closed out — a net gain of 21 holders — while 259 added to existing stakes and 272 trimmed.

The largest buyer was Jane Street, adding an estimated $87.8M. The largest seller was Bank of America, cutting an estimated $3.18B.

  • 718 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2019, up from 706 in Q4 2018.
  • Funds reported $13.6B of Vanguard Short-Term Bond ETF stock for Q1 2019, down 30% quarter-over-quarter.
  • 79 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2019 and 58 closed out, a net change of +21 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2019 was Jane Street, an estimated $87.8M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $3.18B sold.

Based on aggregated 13F filings for Q1 2019.