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Vanguard Short-Term Bond ETF

433 hedge funds and large institutions have $9.89B invested in Vanguard Short-Term Bond ETF in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

14% more funds holding in top 10

Funds holding in top 10: 4956 (+7)

12% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 148

4% more funds holding

Funds holding: 417433 (+16)

4% more capital invested

Capital invested by funds: $9.48B → $9.89B (+$407M)

0.02% more ownership

Funds ownership: 60.07%60.09% (+0.02%)

Holders
433
Holders Change
+16
Holders Change %
+3.84%
% of All Funds
12.09%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
1.56%
New
39
Increased
166
Reduced
148
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
101
Webster Bank
Connecticut
$6.57M -$10.8K -135 -0.2%
BSWMG
102
Barrington Strategic Wealth Management Group
Illinois
$6.42M -$126K -1,575 -2%
DJSG
103
D.J. St. Germain
Massachusetts
$6.21M +$6.19M +77,280 New
Luther King Capital Management (LKCM)
104
Luther King Capital Management (LKCM)
Texas
$6.15M -$833K -10,400 -12%
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$6.14M -$242K -3,024 -4%
AC
106
AFAM Capital
Texas
$6.12M -$1.14M -14,191 -16%
BSWM
107
Boston Standard Wealth Management
Massachusetts
$6.12M +$71.3K +890 +1%
AF
108
Affiance Financial
Minnesota
$6.11M +$915K +11,419 +18%
BFG
109
Beacon Financial Group
Texas
$6.06M -$1.05M -13,129 -15%
KIM
110
Karpus Investment Management
New York
$5.84M -$7.77M -97,000 -57%
QA
111
Quantitative Advantage
Minnesota
$5.78M +$5.76M +71,844 New
HB
112
Homrich & Berg
Georgia
$5.71M -$619K -7,718 -10%
SFM
113
Signet Financial Management
New Jersey
$5.62M +$52.3K +653 +0.9%
BSW
114
Buckingham Strategic Wealth
Missouri
$5.54M +$576K +7,182 +12%
BCM
115
Brookstone Capital Management
Illinois
$5.41M +$5.26M +65,659 +3,972%
FNBT
116
FineMark National Bank & Trust
Florida
$5.3M +$369K +4,603 +8%
FPIS
117
Financial Planning & Information Services
Wisconsin
$5.18M +$670K +8,357 +15%
CS
118
Credit Suisse
Switzerland
$5.16M -$507K -6,321 -9%
EHC
119
Everett Harris & Co
California
$5.03M -$625K -7,800 -11%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$4.92M +$4.91M +61,240 New
QCMC
121
Quantum Capital Management (California)
California
$4.78M +$30.9K +385 +0.7%
BW
122
Bison Wealth
Georgia
$4.78M +$2.13M +26,615 +81%
MIAN
123
Mariner Independent Advisor Network
Kansas
$4.53M +$4.51M +56,301 New
RFC
124
Regions Financial Corp
Alabama
$4.4M +$657K +8,194 +18%
CWM
125
Cranbrook Wealth Management
Michigan
$4.27M +$521K +6,504 +14%

BSV Hedge Fund Activity: Q3 2015 in Review

433 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2015, worth a combined $9.89B — up 4.3% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BSV positions and 20 closed out — a net gain of 19 holders — while 166 added to existing stakes and 148 trimmed.

The largest buyer was Bank of America, adding an estimated $1.34B. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $657M sold.

  • 433 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2015, up from 417 in Q2 2015.
  • Funds reported $9.89B of Vanguard Short-Term Bond ETF stock for Q3 2015, up 4.3% quarter-over-quarter.
  • 39 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2015 and 20 closed out, a net change of +19 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2015 was Bank of America, an estimated $1.34B added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2015 was Aegon USA Investment Management, an estimated $657M sold.

Based on aggregated 13F filings for Q3 2015.