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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
RFC
126
Regions Financial Corp
Alabama
$3.44M +$576K +7,180 +20%
CCWA
127
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.41M +$817K +10,180 +32%
SCM
128
Stonehearth Capital Management
Massachusetts
$3.29M +$328K +4,082 +11%
BT
129
Beacon Trust
New Jersey
$3.28M +$1.2M +14,945 +58%
FPIS
130
Financial Planning & Information Services
Wisconsin
$3.2M +$40.5K +505 +1%
EWMCB
131
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.19M -$99.6K -1,241 -3%
ANBT
132
American National Bank & Trust
Texas
$3.14M -$18.2K -227 -0.6%
JIR
133
James Investment Research
Ohio
$3.13M
LNC
134
Lincoln National Corp
Pennsylvania
$3.08M +$97.7K +1,217 +3%
HPC
135
HM Payson & Co
Maine
$3.07M +$40.1K +500 +1%
WCM
136
Windsor Capital Management
Arizona
$3.03M -$93.6K -1,166 -3%
FNBT
137
FineMark National Bank & Trust
Florida
$3.01M -$41K -511 -1%
CWM
138
Cranbrook Wealth Management
Michigan
$2.99M +$304K +3,793 +11%
BPB
139
Badgley, Phelps & Bell
Washington
$2.97M +$257K +3,200 +9%
CB
140
Community Bank
New York
$2.96M +$2.01K +25 +0.1%
BW
141
Bison Wealth
Georgia
$2.96M +$2.95M +36,787 New
MMLI
142
Massachusetts Mutual Life Insurance
Massachusetts
$2.84M +$2.83M +35,224 New
BBA
143
BLB&B Advisors
Pennsylvania
$2.82M +$96.9K +1,207 +4%
AWM
144
Altavista Wealth Management
North Carolina
$2.79M -$173K -2,160 -6%
HDIM
145
Hanson & Doremus Investment Management
Vermont
$2.79M +$369K +4,597 +15%
EAM
146
Evanson Asset Management
California
$2.78M -$159K -1,978 -5%
CL
147
CPWM LLC
Washington
$2.78M +$104K +1,293 +4%
HJA
148
Hugh Johnson Advisors
New York
$2.67M -$45.4K -565 -2%
SIM
149
SSI Investment Management
California
$2.65M +$73.6K +917 +3%
WC
150
Woodstock Corp
Massachusetts
$2.6M +$249K +3,100 +11%

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.