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Vanguard Short-Term Bond ETF

415 hedge funds and large institutions have $9.4B invested in Vanguard Short-Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 138 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

26% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 138

13% more capital invested

Capital invested by funds: $8.34B → $9.4B (+$1.06B)

2.5% more ownership

Funds ownership: 57.74%60.23% (+2.5%)

2% more funds holding

Funds holding: 405415 (+10)

7% less funds holding in top 10

Funds holding in top 10: 5753 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $217K

Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
11.06%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
1.41%
New
51
Increased
174
Reduced
138
Closed
34
Calls
Puts
$217K
Net Calls
-$217K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
101
Credit Suisse
Switzerland
$6.16M -$159K -1,981 -3%
EHC
102
Everett Harris & Co
California
$6.13M -$857K -10,680 -12%
BC
103
Burney Company
Virginia
$5.89M +$314K +3,912 +6%
HighTower Advisors
104
HighTower Advisors
Illinois
$5.82M -$1.31M -16,316 -18%
US Bancorp
105
US Bancorp
Minnesota
$5.69M +$2.85M +35,543 +101%
ECAM
106
East Coast Asset Management
Massachusetts
$5.22M -$303K -3,779 -6%
CFA
107
CT Financial Advisors
Pennsylvania
$5.06M -$431K -5,368 -8%
VWM
108
Vector Wealth Management
Minnesota
$4.89M -$14.8M -183,794 -75%
CG
109
Colony Group
Massachusetts
$4.84M -$411K -5,120 -8%
PPA
110
Parametric Portfolio Associates
Washington
$4.8M +$2.94M +36,638 +159%
QCMC
111
Quantum Capital Management (California)
California
$4.63M +$68.7K +856 +2%
FAAS
112
First Allied Advisory Services
California
$4.32M +$463K +5,772 +12%
MFP
113
Mosaic Financial Partners
California
$4.3M +$299K +3,727 +7%
AA
114
Ancora Advisors
Ohio
$4.22M -$4.21M -52,448 Closed
PNC
115
Park National Corp
Ohio
$4.21M -$115K -1,435 -3%
DADC
116
D.A. Davidson & Co
Montana
$4.19M +$383K +4,766 +10%
PFM
117
Phillips Financial Management
Indiana
$4.06M -$131K -1,631 -3%
ABC
118
Associated Banc-Corp
Wisconsin
$4.03M +$219K +2,730 +6%
PFS
119
Prospera Financial Services
Texas
$4M +$128K +1,589 +3%
SWM
120
SVA Wealth Management
Wisconsin
$3.99M -$5.62M -70,018 -59%
EIM
121
Emerson Investment Management
Massachusetts
$3.94M +$163K +2,035 +4%
DS
122
DRW Securities
Illinois
$3.89M +$1.87M +23,291 +93%
CT
123
Coastline Trust
Rhode Island
$3.85M +$73.3K +913 +2%
BOH
124
Bank of Hawaii
Hawaii
$3.57M -$409K -5,100 -10%
AMG
125
Asset Management Group
Connecticut
$3.57M -$60.9K -759 -2%

BSV Hedge Fund Activity: Q1 2015 in Review

415 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2015, worth a combined $9.4B — up 13% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BSV positions and 34 closed out — a net gain of 17 holders — while 174 added to existing stakes and 138 trimmed.

The largest buyer was Bank of America, adding an estimated $324M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $306M.

  • 415 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2015, up from 405 in Q4 2014.
  • Funds reported $9.4B of Vanguard Short-Term Bond ETF stock for Q1 2015, up 13% quarter-over-quarter.
  • 51 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2015 and 34 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2015 was Bank of America, an estimated $324M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $306M sold.

Based on aggregated 13F filings for Q1 2015.