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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
MFG
751
Merit Financial Group
Georgia
-$326K -4,063 Closed
MWPCG
752
Measured Wealth Private Client Group
New Hampshire
-$315K -3,913 Closed
SG
753
StoneX Group
New York
-$308K -3,829 Closed
Fisher Asset Management
754
Fisher Asset Management
Washington
-$298K -3,696 Closed
NB
755
Nicolet Bankshares
Wisconsin
-$280K -3,477 Closed
TSS
756
Two Sigma Securities
New York
-$264K -3,276 Closed
CCA
757
Cobblestone Capital Advisors
New York
-$238K -2,960 Closed
BPC
758
Banque Pictet & Cie
Switzerland
-$226K -2,811 Closed
PNAA
759
Pictet North America Advisors
Switzerland
-$226K -2,811 Closed
HIS
760
Harvest Investment Services
Illinois
-$223K -2,781 Closed
BF
761
Blankinship & Foster
California
-$220K -2,732 Closed
AWA
762
Arete Wealth Advisors
Illinois
-$213K -2,646 Closed
GGI
763
Godsey & Gibb Inc
Virginia
-$213K -2,645 Closed
OLA
764
Oliver Luxxe Assets
New Jersey
-$201K -2,512 Closed
BSB
765
Bangor Savings Bank
Maine
-$200K -2,486 Closed
APCM
766
Alaska Permanent Capital Management
Alaska
-$164K -2,044 Closed
HCM
767
Horan Capital Management
Maryland
-$128K -1,597 Closed
EWM
768
Executive Wealth Management
Michigan
-$113K -1,408 Closed
CFG
769
Citizens Financial Group
Rhode Island
-$91K -1,134 Closed
ESB
770
Essex Savings Bank
Connecticut
-$75K -927 Closed
PCP
771
Proficio Capital Partners
Massachusetts
-$56K -693 Closed
MWC
772
MKD Wealth Coaches
Michigan
-$34K -427 Closed
LWANC
773
Laurel Wealth Advisors (North Carolina)
North Carolina
-$31K -390 Closed
VCM
774
Vigilant Capital Management
Maine
-$20K -250 Closed
IWA
775
IBEX Wealth Advisors
New Jersey
-$18K -230 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.