We are live on ! Find out more
BSV icon

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
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$32.7M +$31.4M +389,569 +2,581%
VA
52
Valmark Advisers
Ohio
$32.5M +$980K +12,156 +3%
US Bancorp
53
US Bancorp
Minnesota
$32.3M -$4.46M -55,277 -12%
PP
54
PrairieView Partners
Minnesota
$31M +$1.31M +16,185 +4%
MML Investors Services
55
MML Investors Services
Massachusetts
$30.3M -$3.12M -38,668 -9%
BWM
56
Brickley Wealth Management
California
$30.1M +$315K +3,905 +1%
DPI
57
Diversified Portfolios Inc
Michigan
$29.5M +$1.17M +14,562 +4%
Goldman Sachs
58
Goldman Sachs
New York
$29.2M -$1.01M -12,482 -3%
PD
59
Planning Directions
Pennsylvania
$28.8M +$4.98M +61,722 +21%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$28.3M +$2.93M +36,334 +12%
Citigroup
61
Citigroup
New York
$28.1M -$2.82M -34,917 -9%
MWA
62
Martel Wealth Advisors
Washington
$27.5M +$892K +11,054 +3%
HighTower Advisors
63
HighTower Advisors
Illinois
$27.5M +$3.64M +45,163 +15%
CIC
64
Cutler Investment Counsel
Oregon
$26.2M -$54.3K -673 -0.2%
ACA
65
Anchor Capital Advisors
Massachusetts
$25.3M +$421K +5,217 +2%
KL
66
KWMG LLC
Kansas
$24M +$843K +10,456 +4%
A
67
AdvicePeriod
California
$23M +$1.77M +21,918 +8%
LIM
68
Leavell Investment Management
Alabama
$21.3M -$104K -1,290 -0.5%
GFPC
69
Global Financial Private Capital
Florida
$21M +$11.5K +142 +0.1%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$20.7M +$5.72M +70,884 +38%
PGFC
71
Peapack-Gladstone Financial Corp
New Jersey
$20.5M +$172K +2,136 +0.8%
HP
72
HT Partners
Connecticut
$20.4M +$62.9K +780 +0.3%
TC
73
Telemus Capital
Michigan
$20M +$795K +9,859 +4%
UCFA
74
United Capital Financial Advisors
Texas
$19.9M +$3.71M +45,996 +23%
Comerica Bank
75
Comerica Bank
Texas
$19.5M +$1.47M +18,226 +8%

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.