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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
FCH
51
Freestone Capital Holdings
Washington
$30.1M +$1.71M +21,621 +6%
PP
52
PrairieView Partners
Minnesota
$28.5M +$543K +6,876 +2%
VA
53
Valmark Advisers
Ohio
$28.1M +$2.89M +36,618 +12%
Citigroup
54
Citigroup
New York
$27.7M +$1.64M +20,807 +6%
BWM
55
Brickley Wealth Management
California
$27.5M +$374K +4,737 +1%
DPI
56
Diversified Portfolios Inc
Michigan
$27.1M +$496K +6,283 +2%
CIC
57
Cutler Investment Counsel
Oregon
$26.6M +$181K +2,290 +0.7%
WIP
58
Wellesley Investment Partners
Massachusetts
$26.4M -$954K -12,090 -4%
MWA
59
Martel Wealth Advisors
Washington
$25.6M +$286K +3,628 +1%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$24.8M +$2.33M +29,557 +10%
Goldman Sachs
61
Goldman Sachs
New York
$24.7M +$450K +5,702 +2%
HighTower Advisors
62
HighTower Advisors
Illinois
$23.7M +$2.94M +37,228 +14%
KL
63
KWMG LLC
Kansas
$21.9M +$941K +11,928 +5%
EPM
64
Elm Partners Management
Pennsylvania
$21.6M -$23.8M -301,589 -53%
LIM
65
Leavell Investment Management
Alabama
$21.2M -$71.7K -908 -0.3%
I
66
IberiaBank
Louisiana
$20.9M -$3.83M -48,549 -16%
GFPC
67
Global Financial Private Capital
Florida
$20.2M +$581K +7,360 +3%
TC
68
Telemus Capital
Michigan
$20.2M +$560K +7,093 +3%
HP
69
HT Partners
Connecticut
$20.1M +$1.46M +18,528 +8%
PGFC
70
Peapack-Gladstone Financial Corp
New Jersey
$19.5M +$1.28M +16,197 +7%
DWM
71
Doyle Wealth Management
Florida
$18.2M -$1.08M -13,651 -6%
STMM
72
South Texas Money Management
Texas
$17.9M +$110K +1,388 +0.6%
AF
73
Affiance Financial
Minnesota
$17.9M +$310K +3,928 +2%
BIG
74
Boothe Investment Group
Delaware
$17.9M +$132K +1,670 +0.7%
RJA
75
Raymond James & Associates
Florida
$17.5M -$4.22M -53,507 -20%

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.