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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
GIA
601
Granite Investment Advisors
New Hampshire
$205K -$1.05K -13 -0.5%
LPT
602
Legacy Private Trust
Wisconsin
$202K -$887 -11 -0.4%
LWM
603
Lyell Wealth Management
California
$202K
NCM
604
Narwhal Capital Management
Georgia
$202K +$202K +2,500 New
CGFA
605
Colton Groome Financial Advisors
North Carolina
$202K +$202K +2,509 New
BFIM
606
Beese Fulmer Investment Management
Ohio
$201K
GBBWRPM
607
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$201K +$200K +2,482 New
CAI
608
Capital Advisors Inc
Oklahoma
$200K
SAM
609
Shamrock Asset Management
Texas
$200K
SA
610
SRH Advisors
Kansas
$191K
RIA
611
Realta Investment Advisors
Delaware
$189K -$19.4K -240 -9%
1IA
612
1834 Investment Advisors
Wisconsin
$182K +$29.6K +367 +19%
WP
613
WealthShield Partners
North Carolina
$177K
CAC
614
Certified Advisory Corp
Florida
$169K +$105K +1,306 +166%
PWP
615
Personal Wealth Partners
Minnesota
$161K
BAM
616
Belpointe Asset Management
Nevada
$158K -$12K -149 -7%
AF
617
Allworth Financial
California
$157K +$2.66K +33 +2%
BC
618
Bartlett & Co
Ohio
$154K
BCWM
619
Bartlett & Co Wealth Management
Ohio
$154K
SF
620
Synovus Financial
Georgia
$151K +$141K +1,750 +1,378%
DAC
621
Dividend Assets Capital
South Carolina
$146K
CAL
622
Capital Advisors Ltd
Ohio
$145K
S
623
SignatureFD
Georgia
$141K -$148K -1,841 -51%
FNBOSM
624
First National Bank of South Miami
Florida
$139K
AP
625
Arlington Partners
Alabama
$138K

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.