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Vanguard Short-Term Bond ETF

348 hedge funds and large institutions have $7.75B invested in Vanguard Short-Term Bond ETF in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 118

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3% more funds holding

Funds holding: 339348 (+9)

1% more capital invested

Capital invested by funds: $7.67B → $7.75B (+$74.2M)

0.56% less ownership

Funds ownership: 56.63%56.08% (-0.56%)

Holders
348
Holders Change
+9
Holders Change %
+2.65%
% of All Funds
10.05%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
1.41%
New
32
Increased
146
Reduced
118
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSWMG
101
Barrington Strategic Wealth Management Group
Illinois
$4.87M +$580K +7,230 +13%
BC
102
Burney Company
Virginia
$4.8M +$137K +1,713 +3%
AA
103
Ancora Advisors
Ohio
$4.43M -$1.46M -18,258 -25%
ASN
104
Advisory Services Network
Georgia
$4.39M +$4.25M +52,995 +2,925%
WF
105
Welch & Forbes
Massachusetts
$4.29M +$4.3M +53,625 New
RCM
106
Rotella Capital Management
Washington
$4.26M +$2.12M +26,500 +99%
FPIS
107
Financial Planning & Information Services
Wisconsin
$4.04M +$24.8K +309 +0.6%
CFA
108
Cahill Financial Advisors
Minnesota
$4.03M +$102K +1,266 +3%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$3.96M +$197K +2,452 +5%
ACP
110
Ashfield Capital Partners
California
$3.86M +$1.29M +16,124 +50%
TI
111
Truepoint Inc
Ohio
$3.8M +$3.81M +47,508 New
MM
112
Main Management
California
$3.7M -$2.99M -37,267 -45%
PFS
113
Prospera Financial Services
Texas
$3.65M +$440K +5,484 +14%
AMG
114
Asset Management Group
Connecticut
$3.56M +$18K +225 +0.5%
BOH
115
Bank of Hawaii
Hawaii
$3.56M -$15.2K -190 -0.4%
IA
116
Ibbotson Associates
Illinois
$3.45M +$443K +5,523 +15%
Stifel Financial
117
Stifel Financial
Missouri
$3.41M +$3.42M +42,616 New
EIM
118
Emerson Investment Management
Massachusetts
$3.3M +$172K +2,150 +6%
WCM
119
Windsor Capital Management
Arizona
$3.19M +$39K +487 +1%
CCM
120
Coe Capital Management
Illinois
$2.97M -$116K -1,452 -4%
HPC
121
HM Payson & Co
Maine
$2.97M +$68.6K +855 +2%
AFG
122
Albion Financial Group
Utah
$2.93M -$2.81K -35 -0.1%
WCM
123
Windham Capital Management
Massachusetts
$2.92M +$1.44M +17,939 +97%
BFG
124
Beacon Financial Group
Texas
$2.88M +$413K +5,149 +17%
MCM
125
Munder Capital Management
Michigan
$2.83M

BSV Hedge Fund Activity: Q1 2014 in Review

348 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2014, worth a combined $7.75B — up 0.97% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSV positions and 22 closed out — a net gain of 10 holders — while 146 added to existing stakes and 118 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $68.9M. The largest seller was Envestnet Asset Management, cutting an estimated $45.4M.

  • 348 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2014, up from 339 in Q4 2013.
  • Funds reported $7.75B of Vanguard Short-Term Bond ETF stock for Q1 2014, up 0.97% quarter-over-quarter.
  • 32 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2014 and 22 closed out, a net change of +10 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2014 was Managed Account Advisors, an estimated $68.9M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2014 was Envestnet Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q1 2014.