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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
BAMG
601
Brand Asset Management Group
Missouri
$162K -$87.2K -1,094 -35%
PWP
602
Personal Wealth Partners
Minnesota
$160K -$131K -1,648 -45%
AF
603
Advisornet Financial
Minnesota
$156K +$34.4K +431 +29%
AF
604
Allworth Financial
California
$154K +$6.06K +76 +4%
BCWM
605
Bartlett & Co Wealth Management
Ohio
$153K -$40K -502 -21%
BC
606
Bartlett & Co
Ohio
$153K -$40K -502 -21%
1IA
607
1834 Investment Advisors
Wisconsin
$152K +$106K +1,331 +236%
SQA
608
Simon Quick Advisors
New Jersey
$149K +$91.3K +1,145 +162%
DAC
609
Dividend Assets Capital
South Carolina
$145K +$144K +1,805 New
CAL
610
Capital Advisors Ltd
Ohio
$144K
AP
611
Arlington Partners
Alabama
$138K
First Manhattan
612
First Manhattan
New York
$138K
FNBOSM
613
First National Bank of South Miami
Florida
$138K
HCM
614
Horan Capital Management
Maryland
$128K
SBL
615
Sargent Bickham Lagudis
Colorado
$128K +$11.5K +144 +10%
APSP
616
Asset Planning Services (Pennsylvania)
Pennsylvania
$120K +$638 +8 +0.5%
AA
617
AlphaMark Advisors
Kentucky
$114K -$797 -10 -0.7%
EWM
618
Executive Wealth Management
Michigan
$113K +$1.68K +21 +2%
FCA
619
FinTrust Capital Advisors
South Carolina
$106K -$139K -1,737 -57%
ME
620
McIlrath & Eck
Washington
$95K
CFG
621
Citizens Financial Group
Rhode Island
$91K +$90.4K +1,134 New
MA
622
MCF Advisors
Kentucky
$89K +$9.57K +120 +12%
TWA
623
TCI Wealth Advisors
Arizona
$86K +$3.83K +48 +5%
EIP
624
Ellis Investment Partners
Pennsylvania
$82K +$82.2K +1,031 New
BlackRock
625
BlackRock
New York
$80K +$58.1K +728 +269%

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.