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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
MAU
676
MRA Associates USA
Arizona
$27.3K
GSWM
677
Golden State Wealth Management
California
$27K +$1.69K +21 +7%
PO
678
Private Ocean
California
$26K -$5.16K -64 -17%
RCA
679
Rowland Carmichael Advisors
Arizona
$26K +$1.45K +18 +6%
CBT
680
Central Bank & Trust
Kentucky
$25K +$25K +310 New
VRM
681
Vectors Research Management
New York
$24K +$11.9K +148 +99%
RWA
682
Ropes Wealth Advisors
Massachusetts
$22K -$5.4K -67 -20%
ADL
683
Asset Dedication LLC
California
$22K
SNT
684
Security National Trust
West Virginia
$21K
OIA
685
Optimum Investment Advisors
Illinois
$21K +$21K +260 New
TVWM
686
Tower View Wealth Management
Wisconsin
$20K -$12.4K -154 -38%
FEG
687
Financial Enhancement Group
Indiana
$19K
WCG
688
Weaver Consulting Group
California
$19K
WCM
689
Whitener Capital Management
North Carolina
$19K
KTC
690
Kistler-Tiffany Companies
Pennsylvania
$18K +$15.1K +187 +519%
BWM
691
BerganKDV Wealth Management
Minnesota
$15K
TC
692
Truvestments Capital
Florida
$15K
CAN
693
Claraphi Advisory Network
United States
$15K +$15.1K +187 New
BCM
694
Blume Capital Management
California
$13K
HI
695
Hudock Inc
Pennsylvania
$13K +$2.98K +37 +28%
FMII
696
Farmers & Merchants Investments Inc
Nebraska
$12K
QCIG
697
Quad-Cities Investment Group
Iowa
$12K
BFC
698
Bedel Financial Consulting
Indiana
$11K
POIA
699
Pin Oak Investment Advisors
Texas
$11K
SIS
700
Sound Income Strategies
Florida
$11K

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.