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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
GWA
651
Guidant Wealth Advisors
Illinois
$31K +$31K +393 New
CI
652
CX Institutional
Indiana
$28K -$1.66K -21 -6%
PGWM
653
Parisi Gray Wealth Management
New Jersey
$28K
TC
654
Trust Company
Kansas
$28K
RE
655
RBC Europe
United Kingdom
$27.6K
TFGT
656
TS Financial Group (TSFG)
Illinois
$26K +$25.5K +323 New
APW
657
Acima Private Wealth
Virginia
$23K
BlackRock
658
BlackRock
New York
$22K -$1.42K -18 -6%
SNT
659
Security National Trust
West Virginia
$20K
VCM
660
Vigilant Capital Management
Maine
$20K +$19.7K +250 New
FEG
661
Financial Enhancement Group
Indiana
$19K
SFSG
662
Stearns Financial Services Group
North Carolina
$18K -$13.5K -171 -43%
JFA
663
JNBA Financial Advisors
Minnesota
$18K
WCM
664
Whitener Capital Management
North Carolina
$18K
FA
665
Fortis Advisors
Pennsylvania
$18K +$17.7K +224 New
WCG
666
Weaver Consulting Group
California
$17K +$16.4K +208 New
VFA
667
Valeo Financial Advisors
Indiana
$15K -$2.29K -29 -14%
BWM
668
BerganKDV Wealth Management
Minnesota
$15K
IAS
669
IMA Advisory Services
Colorado
$15K +$11.3K +143 +325%
TA
670
TCG Advisors
Texas
$15K +$15.2K +192 New
CF
671
Centaurus Financial
California
$14.5K -$13.3K -168 -13%
HI
672
Hudock Inc
Pennsylvania
$14K -$136K -1,726 -91%
CCM
673
Cribstone Capital Management
Maine
$14K
TC
674
Truvestments Capital
Florida
$14K +$14.2K +180 New
BCM
675
Blume Capital Management
California
$13K

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.