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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
SQA
651
Simon Quick Advisors
New Jersey
$53K -$96.9K -1,201 -65%
PGAM
652
Princeton Global Asset Management
New Jersey
$53K
BAM
653
Barrett Asset Management
New York
$52K
1832 Asset Management
654
1832 Asset Management
Ontario, Canada
$50K
PFSC
655
Peoples Financial Services Corp
Pennsylvania
$50K
VFA
656
Valeo Financial Advisors
Indiana
$50K +$34.2K +424 +222%
EIP
657
Ellis Investment Partners
Pennsylvania
$48K -$34.4K -427 -41%
MCM
658
Manchester Capital Management
Vermont
$48K +$7.26K +90 +18%
AIM
659
Advantage Investment Management
Iowa
$46K
JFA
660
JNBA Financial Advisors
Minnesota
$43K +$24.9K +309 +137%
HCA
661
Horan Capital Advisors
Ohio
$42K +$42.1K +522 New
LFG
662
LifePlan Financial Group
Ohio
$40K +$81 +1 +0.2%
FBT
663
First Bank & Trust
South Dakota
$39K
FEM
664
Fulcrum Equity Management
Texas
$39K +$38.9K +482 New
FWM
665
Focused Wealth Management
New York
$38K -$25.1K -311 -40%
FCH
666
Freestone Capital Holdings
Washington
$36.5K +$2.68M +33,254 +8%
SIAP
667
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K
FDCDDQ
668
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.1K -$3.71K -46 -10%
NCM
669
Next Capital Management
New York
$33K
AIS
670
Accurate Investment Solutions
Pennsylvania
$33K +$161 +2 +0.5%
GWA
671
Guidant Wealth Advisors
Illinois
$32K +$81 +1 +0.3%
CIAS
672
Capital Investment Advisory Services
North Carolina
$31K
JPLA
673
Joseph P. Lucia & Associates
New York
$31K
RE
674
RBC Europe
United Kingdom
$28K
TC
675
Trust Company
Kansas
$28K

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.