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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
SQA
626
Simon Quick Advisors
New Jersey
$56K -$82.9K -1,051 -60%
PCP
627
Proficio Capital Partners
Massachusetts
$55K
ACA
628
Atlas Capital Advisors
Wyoming
$53.3K +$52.9K +670 New
BCA
629
Bray Capital Advisors
Florida
$53K
BAM
630
Barrett Asset Management
New York
$51K
PGAM
631
Princeton Global Asset Management
New Jersey
$51K +$51.3K +650 New
PFSC
632
Peoples Financial Services Corp
Pennsylvania
$50K
ADL
633
Asset Dedication LLC
California
$50K +$30K +380 +152%
1832 Asset Management
634
1832 Asset Management
Ontario, Canada
$49K
AIM
635
Advantage Investment Management
Iowa
$47K -$7.18K -91 -13%
POIA
636
Pin Oak Investment Advisors
Texas
$47K +$10.3K +131 +29%
1IA
637
1834 Investment Advisors
Wisconsin
$45K
WTB
638
Washington Trust Bank
Washington
$40K -$14.3M -181,752 -100%
MCM
639
Manchester Capital Management
Vermont
$40K -$1.97K -25 -5%
LFG
640
LifePlan Financial Group
Ohio
$39K -$4.1K -52 -10%
RCA
641
Rowland Carmichael Advisors
Arizona
$39K
FDCDDQ
642
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.8K -$29.2K -370 -43%
PMFA
643
Plante Moran Financial Advisors
Michigan
$35K
SIAP
644
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K
BWL
645
Bogart Wealth LLC
Virginia
$34K
NCM
646
Next Capital Management
New York
$33K
MWC
647
MKD Wealth Coaches
Michigan
$33K +$2.29K +29 +7%
AIS
648
Accurate Investment Solutions
Pennsylvania
$32K +$79 +1 +0.3%
TVWM
649
Tower View Wealth Management
Wisconsin
$32K +$79 +1 +0.3%
CIAS
650
Capital Investment Advisory Services
North Carolina
$31K

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.