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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
TFO
726
Tarbox Family Office
California
$1K
AIA
727
Arcadia Investment Advisors
Idaho
$927
KWA
728
KCS Wealth Advisory
California
$404 +$403 +5 New
TI
729
Truepoint Inc
Ohio
-$97.1M -1,205,353 Closed
Bank of Nova Scotia
730
Bank of Nova Scotia
Ontario, Canada
-$31.8M -395,346 Closed
Jane Street
731
Jane Street
New York
-$28.9M -358,570 Closed
EPM
732
Elm Partners Management
Pennsylvania
-$26.4M -328,259 Closed
Verition Fund Management
733
Verition Fund Management
Connecticut
-$13.2M -164,438 Closed
AWA
734
Alaska Wealth Advisors
Alaska
-$12.1M -152,496 Closed
MIM
735
Morningstar Investment Management
Illinois
-$12M -148,909 Closed
NA
736
Nottingham Advisors
New York
-$11.8M -146,248 Closed
UFF
737
USA Financial Formulas
Michigan
-$8.23M -103,414 Closed
HL
738
HeadInvest LLC
Maine
-$6.13M -76,104 Closed
Renaissance Technologies
739
Renaissance Technologies
New York
-$4.68M -58,150 Closed
HIM
740
Hanlon Investment Management
New Jersey
-$2M -24,902 Closed
MA
741
Mangham Associates
Virginia
-$1.08M -13,391 Closed
CA
742
Commerzbank Aktiengesellschaft
Germany
-$1.05M -13,100 Closed
CFSG
743
Community Financial Services Group
Vermont
-$650K -8,074 Closed
HWM
744
Highwater Wealth Management
Colorado
-$517K -6,417 Closed
GTAM
745
Global Trust Asset Management
Florida
-$455K -5,655 Closed
Mariner
746
Mariner
Kansas
-$449K -5,579 Closed
RCAG
747
Rehmann Capital Advisory Group
Michigan
-$407K -5,055 Closed
Invesco
748
Invesco
Georgia
-$391K -4,850 Closed
SFG
749
SevenBridge Financial Group
Pennsylvania
-$52K -4,647 Closed
JSA
750
Jacobson & Schmitt Advisors
Wisconsin
-$359K -4,457 Closed

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.