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Vanguard Short-Term Bond ETF

350 hedge funds and large institutions have $8.37B invested in Vanguard Short-Term Bond ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

15% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 123

8% more capital invested

Capital invested by funds: $7.75B → $8.37B (+$623M)

1.68% more ownership

Funds ownership: 56.08%57.76% (+1.7%)

1% more funds holding

Funds holding: 348350 (+2)

6% less funds holding in top 10

Funds holding in top 10: 4946 (-3)

Holders
350
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
10.06%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
1.32%
New
26
Increased
141
Reduced
123
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
101
American International Group
New York
$5.22M -$467K -5,825 -8%
PFM
102
Phillips Financial Management
Indiana
$4.95M -$626K -7,808 -11%
QCMC
103
Quantum Capital Management (California)
California
$4.79M -$103K -1,286 -2%
BC
104
Burney Company
Virginia
$4.72M -$103K -1,280 -2%
PNC
105
Park National Corp
Ohio
$4.71M -$189K -2,360 -4%
ASN
106
Advisory Services Network
Georgia
$4.46M +$59.3K +739 +1%
BOH
107
Bank of Hawaii
Hawaii
$4.29M +$721K +8,993 +20%
ACP
108
Ashfield Capital Partners
California
$4.17M +$301K +3,755 +8%
VNB
109
Valley National Bancorp
New York
$4M +$1.61M +20,032 +67%
AA
110
Ancora Advisors
Ohio
$3.96M -$487K -6,077 -11%
BFG
111
Beacon Financial Group
Texas
$3.94M +$1.04M +13,019 +36%
PFS
112
Prospera Financial Services
Texas
$3.85M +$189K +2,359 +5%
WF
113
Welch & Forbes
Massachusetts
$3.83M -$481K -5,995 -11%
CFA
114
Cahill Financial Advisors
Minnesota
$3.62M -$417K -5,195 -10%
EIM
115
Emerson Investment Management
Massachusetts
$3.6M +$283K +3,524 +9%
AMG
116
Asset Management Group
Connecticut
$3.58M +$10.4K +130 +0.3%
WB
117
Webster Bank
Connecticut
$3.51M +$3.5M +43,666 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$3.49M -$484K -6,028 -12%
WCM
119
Windsor Capital Management
Arizona
$3.31M +$113K +1,409 +4%
ANBT
120
American National Bank & Trust
Texas
$3.3M +$792K +9,869 +32%
FPIS
121
Financial Planning & Information Services
Wisconsin
$3.27M -$777K -9,685 -19%
PL
122
Plancorp LLC
Missouri
$3.24M +$3.23M +40,320 New
IA
123
Ibbotson Associates
Illinois
$3.18M -$285K -3,553 -8%
RCM
124
Rotella Capital Management
Washington
$3.08M -$1.2M -14,900 -28%
ABC
125
Associated Banc-Corp
Wisconsin
$3M +$741K +9,231 +33%

BSV Hedge Fund Activity: Q2 2014 in Review

350 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2014, worth a combined $8.37B — up 8% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSV positions and 21 closed out — a net gain of 5 holders — while 141 added to existing stakes and 123 trimmed.

The largest buyer was Bank of America, adding an estimated $217M. The largest seller was Wells Fargo, cutting an estimated $92M.

  • 350 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2014, up from 348 in Q1 2014.
  • Funds reported $8.37B of Vanguard Short-Term Bond ETF stock for Q2 2014, up 8% quarter-over-quarter.
  • 26 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2014 and 21 closed out, a net change of +5 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2014 was Bank of America, an estimated $217M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2014.