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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
CTC
701
Central Trust Company
Missouri
$10K
BEI
702
Benjamin Edwards Inc
Missouri
$8K
LIA
703
LS Investment Advisors
Michigan
$8K
NPP
704
New Potomac Partners
Maryland
$8K
Barclays
705
Barclays
United Kingdom
$8K +$8.07K +100 New
ATC
706
Adirondack Trust Company
New York
$7K
CYG
707
Clean Yield Group
Vermont
$7K
LC
708
Lindbrook Capital
California
$7K
AIP
709
Ameritas Investment Partners
Nebraska
$5K -$17.4K -216 -78%
FCB
710
First Command Bank
Texas
$5K
FCFS
711
First Command Financial Services
Texas
$5K
SFSG
712
Stearns Financial Services Group
North Carolina
$4K -$323 -4 -8%
LB
713
Legacy Bridge
Iowa
$4K
SSW
714
Smith Shellnut Wilson
Mississippi
$4K
TIM
715
Tortoise Investment Management
New York
$4K
SB
716
Strategic Blueprint
Georgia
$4K +$4.11K +51 New
UBS AM
717
UBS AM
Illinois
$3.31K +$3.31K +41 New
ETI
718
Enterprise Trust & Investment
California
$3K
VNA
719
Valley National Advisers
Pennsylvania
$2K
WAS
720
Winch Advisory Services
Wisconsin
$2K
PFO
721
Pathstone Family Office
New Jersey
$2K +$2.02K +25 New
UB
722
UMB Bank
Missouri
$1.15K +$288K +3,569 +33%
CFN
723
Cordasco Financial Network
Florida
$1K
EWM
724
Endurance Wealth Management
Rhode Island
$1K
IBOK
725
Independence Bank of Kentucky
Kentucky
$1K

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.