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Vanguard Short-Term Bond ETF

491 hedge funds and large institutions have $11.6B invested in Vanguard Short-Term Bond ETF in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $10.4B → $11.6B (+$1.21B)

4% more funds holding

Funds holding: 471491 (+20)

2% more funds holding in top 10

Funds holding in top 10: 6667 (+1)

9% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 175

0.55% more ownership

Funds ownership: 61.7%62.25% (+0.55%)

Holders
491
Holders Change
+20
Holders Change %
+4.25%
% of All Funds
13.08%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.79%
New
56
Increased
190
Reduced
175
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
51
ETrade Capital Management
Virginia
$27.1M +$810K +10,099 +3%
AAS
52
Annex Advisory Services
Wisconsin
$25.8M +$25.6M +319,566 New
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$25.3M +$1.93M +24,079 +8%
HFS
54
HL Financial Services
Kentucky
$24.1M +$715K +8,914 +3%
TH
55
TCTC Holdings
Texas
$21.9M -$754K -9,400 -3%
ONB
56
Old National Bancorp
Indiana
$21.7M -$580K -7,240 -3%
SAS
57
Sage Advisory Services
Texas
$21.1M -$592K -7,385 -3%
MIS
58
Morningstar Investment Services
Illinois
$19.9M +$19.8M +247,082 New
CIC
59
Cutler Investment Counsel
Oregon
$19.3M +$2.9M +36,182 +18%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$19.2M -$1.41M -17,627 -7%
BSWMG
61
Barrington Strategic Wealth Management Group
Illinois
$18.1M +$1.6M +19,974 +10%
SC
62
SouthState Corp
Florida
$17.7M -$577K -7,194 -3%
NPC
63
National Planning Corporation
California
$17.6M -$729K -9,090 -4%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$17.4M -$188K -2,345 -1%
PC
65
Premise Capital
Illinois
$17.2M +$12.8M +159,245 +291%
MIH
66
Madison Investment Holdings
Wisconsin
$16.8M +$176K +2,192 +1%
DPI
67
Diversified Portfolios Inc
Michigan
$16.6M +$228K +2,838 +1%
FPIS
68
Financial Planning & Information Services
Wisconsin
$16.1M +$6.57M +81,983 +69%
ICOA
69
Investment Centers of America
North Dakota
$15.7M -$615K -7,678 -4%
M&T Bank
70
M&T Bank
New York
$15.5M +$62.4K +779 +0.4%
MM
71
Main Management
California
$15.1M +$832K +10,383 +6%
US Bancorp
72
US Bancorp
Minnesota
$15M +$5.28M +65,836 +55%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$14.8M -$1.68M -21,010 -10%
LIA
74
LBMC Investment Advisors
Tennessee
$14.7M +$25.4K +317 +0.2%
FEG
75
Financial Enhancement Group
Indiana
$14.5M +$485K +6,055 +3%

BSV Hedge Fund Activity: Q1 2016 in Review

491 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2016, worth a combined $11.6B — up 12% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new BSV positions and 30 closed out — a net gain of 26 holders — while 190 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $138M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $18M.

  • 491 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2016, up from 471 in Q4 2015.
  • Funds reported $11.6B of Vanguard Short-Term Bond ETF stock for Q1 2016, up 12% quarter-over-quarter.
  • 56 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2016 and 30 closed out, a net change of +26 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2016 was Bank of America, an estimated $138M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2016 was TD Ameritrade Investment Management, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2016.