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Vanguard Short-Term Bond ETF

646 hedge funds and large institutions have $17.4B invested in Vanguard Short-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 248 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 7173 (+2)

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

2% more capital invested

Capital invested by funds: $17.2B → $17.4B (+$268M)

0% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 247

0.32% more ownership

Funds ownership: 68.83%69.15% (+0.32%)

0% more funds holding

Funds holding: 646646 (0)

Holders
646
Holders Change
Holders Change %
0%
% of All Funds
14.77%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.67%
New
59
Increased
248
Reduced
247
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
51
PrairieView Partners
Minnesota
$26.1M -$829K -10,612 -3%
FCH
52
Freestone Capital Holdings
Washington
$26.1M +$2.27M +29,099 +10%
DPI
53
Diversified Portfolios Inc
Michigan
$25.6M +$851K +10,887 +3%
RW
54
Rand Wealth
Maryland
$25.4M -$4.71M -60,339 -16%
US Bancorp
55
US Bancorp
Minnesota
$25.1M -$316K -4,046 -1%
MWA
56
Martel Wealth Advisors
Washington
$24.6M +$24.6M +315,046 New
I
57
IberiaBank
Louisiana
$23.8M +$12.8M +164,431 +117%
Citigroup
58
Citigroup
New York
$22.2M +$5.33M +68,190 +32%
BWM
59
Brickley Wealth Management
California
$22.2M -$15.1M -193,044 -40%
Goldman Sachs
60
Goldman Sachs
New York
$22.2M -$3.28M -41,928 -13%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$21.6M +$321K +4,111 +2%
KL
62
KWMG LLC
Kansas
$21.2M +$1.13M +14,478 +6%
BIG
63
Boothe Investment Group
Delaware
$21M -$18.4K -235 -0.1%
LIM
64
Leavell Investment Management
Alabama
$21M +$32.3K +414 +0.2%
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$20.4M +$32.7K +418 +0.2%
RJA
66
Raymond James & Associates
Florida
$20.3M +$554K +7,091 +3%
DWM
67
Doyle Wealth Management
Florida
$20.1M -$229K -2,935 -1%
VA
68
Valmark Advisers
Ohio
$19.9M -$478K -6,118 -2%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$19.6M +$6.72M +85,972 +52%
TC
70
Telemus Capital
Michigan
$18.7M +$996K +12,750 +6%
AF
71
Affiance Financial
Minnesota
$18.5M -$126K -1,611 -0.7%
RPGK
72
Retirement Planning Group (Kansas)
Kansas
$18.1M -$94.6K -1,211 -0.5%
DW
73
Domani Wealth
Pennsylvania
$17.4M -$4.05M -51,887 -19%
TNB
74
Thomasville National Bank
Georgia
$17.3M -$367K -4,692 -2%
STMM
75
South Texas Money Management
Texas
$16.6M +$5.22M +66,764 +46%

BSV Hedge Fund Activity: Q3 2018 in Review

646 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2018, worth a combined $17.4B — up 1.6% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BSV positions and 56 closed out — a net gain of 3 holders — while 248 added to existing stakes and 247 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $147M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $90.2M.

  • 646 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $17.4B of Vanguard Short-Term Bond ETF stock for Q3 2018, up 1.6% quarter-over-quarter.
  • 59 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2018 and 56 closed out, a net change of +3 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2018 was TD Ameritrade Investment Management, an estimated $147M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2018 was Beacon Capital Management Inc (Ohio), an estimated $90.2M sold.

Based on aggregated 13F filings for Q3 2018.