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Vanguard Short-Term Bond ETF
BSV

827 hedge funds and large institutions have $13.3B invested in Vanguard Short-Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 328 increasing their positions, 225 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 48

46% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 225

19% more funds holding in top 10

Funds holding in top 10: 63 → 75 (+12)

14% more funds holding

Funds holding: 726 → 827 (+101)

6% more capital invested

Capital invested by funds: $12.6B → $13.3B (+$715M)

2.18% more ownership

Funds ownership: 57.62% → 59.8% (+2.2%)

Holders
827
Holders Change
+101
Holders Change %
+13.91%
% of All Funds
16.3%
Holding in Top 10
75
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.05%
% of All Funds
1.48%
New
158
Increased
328
Reduced
225
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TI
Truepoint Inc
Ohio
+$105M
2
JFA
Johanson Financial Advisors
California
+$101M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$100M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$87.8M
5
Truist Financial
Truist Financial
North Carolina
+$87.6M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$73.2M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$34.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$32.1M
4
FMT
First Mercantile Trust
Tennessee
-$26.1M
5
M&T Bank
M&T Bank
New York
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
826
Newman Dignan & Sheerar Inc
Rhode Island
$445 +$888 +11 +0.2%
PGAM
827
Princeton Global Asset Management
New Jersey
$52 – – –
LS
828
Leelyn Smith
Illinois
$20 +$19.6K +243 New
SHWM
829
Silicon Hills Wealth Management
Texas
$3 +$81 +1 New
M&T Bank
830
M&T Bank
New York
– -$17.5M -216,598 Closed
FTUS
831
Flow Traders U.S.
New York
– -$9.93M -122,844 Closed
GM
832
GeoWealth Management
Illinois
– -$9.05M -112,067 Closed
TF
833
Trek Financial
Arizona
– -$4.17M -51,747 Closed
VAG
834
VisionPoint Advisory Group
Texas
– -$1.75M -21,527 Closed
VF
835
Virtu Financial
New York
– -$1.64M -20,254 Closed
HF
836
HRT Financial
New York
– -$1.21M -14,923 Closed
CWP
837
Capital Wealth Planning
Florida
– -$891K -11,028 Closed
PPA
838
Parametric Portfolio Associates
Washington
– -$791K -9,790 Closed
Axa
839
Axa
France
– -$778K -9,630 Closed
TC
840
Toews Corporation
New Jersey
– -$631K -7,813 Closed
KCPG
841
Kavar Capital Partners Group
Kansas
– -$618K -7,647 Closed
CIM
842
Cambria Investment Management
California
– -$525K -6,500 Closed
STA
843
Summit Trail Advisors
New York
– -$496K -6,139 Closed
VC
844
Vicus Capital
Pennsylvania
– -$395K -4,886 Closed
MPM
845
Meritage Portfolio Management
Kansas
– -$371K -4,590 Closed
VCM
846
Vivaldi Capital Management
Illinois
– -$352K -4,352 Closed
PA
847
Paracle Advisors
Washington
– -$349K -4,329 Closed
FIA
848
Foundations Investment Advisors
Arizona
– -$345K -4,250 Closed
ACA
849
Atlas Capital Advisors
Wyoming
– -$331K -4,101 Closed
EW
850
Evoke Wealth
California
– -$310K -3,840 Closed
32 33
34
35 36

BSV Hedge Fund Activity: Q4 2019 in Review

827 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2019, worth a combined $13.3B — up 5.7% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new BSV positions and 48 closed out — a net gain of 110 holders — while 328 added to existing stakes and 225 trimmed.

The largest buyer was Truepoint Inc, opening a new position worth an estimated $105M. The largest seller was Citadel Advisors, cutting an estimated $73.2M.

  • 827 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2019, up from 726 in Q3 2019.
  • Funds reported $13.3B of Vanguard Short-Term Bond ETF stock for Q4 2019, up 5.7% quarter-over-quarter.
  • 158 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2019 and 48 closed out, a net change of +110 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q4 2019 was Truepoint Inc, an estimated $105M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q4 2019 was Citadel Advisors, an estimated $73.2M sold.

Based on aggregated 13F filings for Q4 2019.