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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
CCA
751
Conservest Capital Advisors
Pennsylvania
-$205K -2,613 Closed
GCM
752
Garland Capital Management
Washington
-$168K -2,133 Closed
CCA
753
Catalyst Capital Advisors
New York
-$165K -2,100 Closed
BAM
754
Belpointe Asset Management
Nevada
-$126K -1,606 Closed
MOS
755
MGO One Seven
Ohio
-$95K -1,224 Closed
QFA
756
Quattro Financial Advisors
Texas
-$84.5K -1,075 Closed
SWA
757
Sutton Wealth Advisors
Florida
-$64K -814 Closed
BOPW
758
Brandywine Oak Private Wealth
Pennsylvania
-$58K -775 Closed
EWA
759
ERTS Wealth Advisors
Michigan
-$52K -657 Closed
RBC
760
Roble Belko & Company
Pennsylvania
-$35K -450 Closed
FPB
761
First PREMIER Bank
South Dakota
-$33K -421 Closed
RWA
762
River Wealth Advisors
Pennsylvania
-$30K -381 Closed
AIA
763
Alera Investment Advisors
Illinois
-$25K -320 Closed
SWP
764
Strategic Wealth Partners
Ohio
-$13K -153 Closed
CC
765
Claybrook Capital
Massachusetts
-$12K -147 Closed
WDL
766
Well Done LLC
Michigan
-$12K -147 Closed
CA
767
Claro Advisors
Massachusetts
-$10K -125 Closed
TCM
768
Tradewinds Capital Management
Washington
-$10K -121 Closed
BCA
769
Berman Capital Advisors
Georgia
-$5K -70 Closed
BAM
770
Bruderman Asset Management
New York
-$5K -64 Closed
NL
771
NVWM LLC
Pennsylvania
-$5K -63 Closed
RCG
772
Ruggie Capital Group
Florida
-$4K -48 Closed
CFG
773
Citizens Financial Group
Rhode Island
-$2K -27 Closed
KCM
774
Karp Capital Management
California
-$1K -9 Closed
TFA
775
Transamerica Financial Advisors
Florida
-$1K -1 Closed

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.