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Vanguard Short-Term Bond ETF

433 hedge funds and large institutions have $9.89B invested in Vanguard Short-Term Bond ETF in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

14% more funds holding in top 10

Funds holding in top 10: 4956 (+7)

12% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 148

4% more funds holding

Funds holding: 417433 (+16)

4% more capital invested

Capital invested by funds: $9.48B → $9.89B (+$407M)

0.02% more ownership

Funds ownership: 60.07%60.09% (+0.02%)

Holders
433
Holders Change
+16
Holders Change %
+3.84%
% of All Funds
12.09%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
1.56%
New
39
Increased
166
Reduced
148
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$19.6M +$6.02M +75,070 +44%
JP Morgan Chase
52
JP Morgan Chase
New York
$18.8M -$2.6M -32,450 -12%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$18.5M +$1.29M +16,114 +8%
SAS
54
Sage Advisory Services
Texas
$18.1M -$837K -10,449 -4%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$17.2M -$291K -3,632 -2%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$17.2M +$17.1M +213,412 New
UCFA
57
United Capital Financial Advisors
Texas
$17M +$1.05M +13,043 +7%
NPC
58
National Planning Corporation
California
$16.9M +$498K +6,216 +3%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$16.5M -$2.48M -30,955 -13%
MIH
60
Madison Investment Holdings
Wisconsin
$16.1M +$404K +5,039 +3%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$16M +$791K +9,876 +5%
M&T Bank
62
M&T Bank
New York
$15.6M -$822K -10,253 -5%
Millennium Management
63
Millennium Management
New York
$15.5M +$2.83M +35,354 +23%
FF
64
Friedenthal Financial
New Jersey
$15M +$436K +5,444 +3%
AP
65
Advisors Preferred
Maryland
$14.9M -$151K -1,880 -9%
CIC
66
Cutler Investment Counsel
Oregon
$14.8M +$2.26M +28,248 +18%
LIA
67
LBMC Investment Advisors
Tennessee
$14.6M +$35.3K +440 +0.2%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$14.6M -$591K -7,377 -4%
Creative Planning
69
Creative Planning
Kansas
$14.3M -$12.3M -153,903 -46%
DPI
70
Diversified Portfolios Inc
Michigan
$13.9M +$291K +3,630 +2%
FEG
71
Financial Enhancement Group
Indiana
$13.8M +$11.1M +138,008 +409%
MM
72
Main Management
California
$13.5M +$1.13M +14,098 +9%
TNB
73
Thomasville National Bank
Georgia
$13.3M +$342K +4,268 +3%
VAM
74
Visionary Asset Management
Texas
$12.9M +$9.89M +123,361 +336%
ICOA
75
Investment Centers of America
North Dakota
$12.8M +$1.35M +16,818 +12%

BSV Hedge Fund Activity: Q3 2015 in Review

433 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2015, worth a combined $9.89B — up 4.3% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BSV positions and 20 closed out — a net gain of 19 holders — while 166 added to existing stakes and 148 trimmed.

The largest buyer was Bank of America, adding an estimated $1.34B. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $657M sold.

  • 433 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2015, up from 417 in Q2 2015.
  • Funds reported $9.89B of Vanguard Short-Term Bond ETF stock for Q3 2015, up 4.3% quarter-over-quarter.
  • 39 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2015 and 20 closed out, a net change of +19 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2015 was Bank of America, an estimated $1.34B added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2015 was Aegon USA Investment Management, an estimated $657M sold.

Based on aggregated 13F filings for Q3 2015.