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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
TAT
76
TD Ameritrade Trust
Colorado
$17M +$5.68M +71,950 +51%
BUB
77
BBVA USA Bancshares
Texas
$16.4M +$911K +11,542 +6%
Creative Planning
78
Creative Planning
Kansas
$16.1M -$851K -10,785 -5%
TF
79
TIAA FSB
Florida
$16M -$1.6B -20,277,351 -99%
PD
80
Planning Directions
Pennsylvania
$15.5M -$5.48M -69,481 -26%
A
81
AdvicePeriod
California
$15.5M +$1.54M +19,497 +11%
MG
82
MilWealth Group
Wisconsin
$15.3M +$1.25M +15,876 +9%
CCM
83
Carlson Capital Management
Minnesota
$15.2M -$304K -3,851 -2%
M&T Bank
84
M&T Bank
New York
$14.7M -$680K -8,616 -4%
PA
85
Parallel Advisors
California
$14.6M -$628K -7,956 -4%
TNB
86
Thomasville National Bank
Georgia
$14.6M -$392K -4,962 -3%
EB
87
Eastern Bank
Massachusetts
$14.3M +$14.2M +179,502 New
BA
88
Boston Advisors
Massachusetts
$14.1M -$6.5M -82,381 -32%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$13.9M -$10.7M -135,590 -44%
CFG
90
CMC Financial Group
Georgia
$13.8M -$13.5M -170,706 -50%
GLLW
91
Graves Light Lenhart Wealth
Virginia
$13.5M +$1.13M +14,343 +9%
AIA
92
Arbor Investment Advisors
North Carolina
$13M +$917K +11,617 +8%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$12.7M +$5.74M +72,712 +83%
MIM
94
Morningstar Investment Management
Illinois
$12.6M +$3.03M +38,404 +32%
CWM
95
Cornerstone Wealth Management
Missouri
$12.5M -$2.16M -27,353 -33%
MG
96
McCutchen Group
Washington
$12.4M +$1.14M +14,422 +10%
Millennium Management
97
Millennium Management
New York
$12.3M -$2.19M -27,785 -15%
AWA
98
Alaska Wealth Advisors
Alaska
$12.1M +$6.43M +81,537 +115%
BRWA
99
B. Riley Wealth Advisors
Florida
$11.7M +$300K +3,801 +3%
AC
100
Alexandria Capital
Virginia
$11.4M -$542K -6,869 -5%

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.