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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
FGAM
701
Financial Gravity Asset Management
Texas
$3K +$2.76K +35 New
VNA
702
Valley National Advisers
Pennsylvania
$2K -$14.4K -183 -86%
PFO
703
Pathstone Family Office
New Jersey
$2K
SF
704
Synovus Financial
Georgia
$2K
WAS
705
Winch Advisory Services
Wisconsin
$2K
AIM
706
Axiom Investment Management
New York
$2K +$1.5K +19 New
Koshinski Asset Management
707
Koshinski Asset Management
Illinois
$1.85K +$294K +3,724 +19%
WA
708
WP Advisors
California
$1.02K +$101K +1,278 New
CWM
709
Catamount Wealth Management
Connecticut
$1K -$3.95K -50 -82%
CFN
710
Cordasco Financial Network
Florida
$1K
EWM
711
Endurance Wealth Management
Rhode Island
$1K
GWS
712
Glassman Wealth Services
Virginia
$1K
IBOK
713
Independence Bank of Kentucky
Kentucky
$1K
PCMK
714
Paragon Capital Management (Kansas)
Kansas
$1K +$1.34K +17 New
SMFS
715
Squar Milner Financial Services
California
$1K +$1.5K +19 New
AIA
716
Arcadia Investment Advisors
Idaho
$903
JPLA
717
Joseph P. Lucia & Associates
New York
$379 +$2.37M +30,057 New
TWM
718
Titus Wealth Management
California
$333
TC
719
Toews Corporation
New Jersey
-$98.5M -1,253,996 Closed
WCM
720
Windham Capital Management
Massachusetts
-$44.9M -571,896 Closed
RFO
721
RiverGlades Family Offices
Florida
-$8.91M -113,356 Closed
ODCM
722
Old Dominion Capital Management
Virginia
-$7.52M -95,729 Closed
CIM
723
Cambria Investment Management
California
-$6.41M -81,583 Closed
BS
724
Banco Santander
Spain
-$6.22M -79,207 Closed
SG
725
Strid Group
Pennsylvania
-$6.06M -77,163 Closed

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.