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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
DWM
76
Doyle Wealth Management
Florida
$19.4M +$511K +6,339 +3%
AF
77
Affiance Financial
Minnesota
$18.7M +$539K +6,677 +3%
STMM
78
South Texas Money Management
Texas
$18.5M -$27.6K -342 -0.1%
MG
79
MilWealth Group
Wisconsin
$18.4M +$525K +6,515 +3%
BIG
80
Boothe Investment Group
Delaware
$18.2M +$69.8K +865 +0.4%
BUB
81
BBVA USA Bancshares
Texas
$18M +$167K +2,076 +0.9%
TF
82
TIAA FSB
Florida
$17.6M +$915K +11,350 +6%
M&T Bank
83
M&T Bank
New York
$17.5M +$3.21M +39,754 +22%
MTC
84
Matrix Trust Company
Colorado
$17.4M +$2.53M +31,317 +17%
WCM
85
Windham Capital Management
Massachusetts
$17.3M +$17.3M +214,694 New
Millennium Management
86
Millennium Management
New York
$16.6M +$4.85M +60,090 +41%
MG
87
McCutchen Group
Washington
$16.5M +$629K +7,801 +4%
EB
88
Eastern Bank
Massachusetts
$16.3M +$808K +10,018 +5%
GLLW
89
Graves Light Lenhart Wealth
Virginia
$15.8M +$1.35M +16,724 +9%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$15.2M +$9.39M +116,400 +161%
AIA
91
Arbor Investment Advisors
North Carolina
$15M +$1.01M +12,482 +7%
CCM
92
Carlson Capital Management
Minnesota
$14.6M -$308K -3,817 -2%
TNB
93
Thomasville National Bank
Georgia
$14.6M +$17.5K +217 +0.1%
BA
94
Boston Advisors
Massachusetts
$14M -$157K -1,942 -1%
VFA
95
Voya Financial Advisors
Connecticut
$13.7M +$1.29M +15,990 +10%
SS
96
Simplicity Solutions
Minnesota
$13.5M +$2.38M +29,472 +21%
CIA
97
Capital Investment Advisors
Georgia
$13M +$2.62M +32,536 +25%
BRWA
98
B. Riley Wealth Advisors
Florida
$13M +$287K +3,555 +2%
Victory Capital Management
99
Victory Capital Management
Texas
$12.1M +$12.1M +150,104 New
BC
100
Burney Company
Virginia
$11.7M +$1.78M +22,048 +18%

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.