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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
CFA
126
CT Financial Advisors
Pennsylvania
$4.23M -$174K -2,167 -4%
ABC
127
Associated Banc-Corp
Wisconsin
$4.19M -$41.7K -520 -1%
MML Investors Services
128
MML Investors Services
Massachusetts
$4.16M +$633K +7,893 +18%
FAAS
129
First Allied Advisory Services
California
$4.16M +$985K +12,286 +31%
VA
130
Valmark Advisers
Ohio
$4M +$1.34M +16,761 +51%
MFP
131
Mosaic Financial Partners
California
$3.96M -$146K -1,824 -4%
EIM
132
Emerson Investment Management
Massachusetts
$3.96M -$11.8K -147 -0.3%
PFM
133
Phillips Financial Management
Indiana
$3.83M -$146K -1,822 -4%
SWM
134
SVA Wealth Management
Wisconsin
$3.75M
BPB
135
Badgley, Phelps & Bell
Washington
$3.65M +$208K +2,592 +6%
BTS
136
BB&T Securities
Virginia
$3.65M +$275K +3,433 +8%
BOH
137
Bank of Hawaii
Hawaii
$3.55M +$19.9K +248 +0.6%
WC
138
Woodstock Corp
Massachusetts
$3.54M +$489K +6,100 +16%
WFG
139
Windsor Financial Group
Minnesota
$3.54M -$124K -1,542 -3%
PFS
140
Prospera Financial Services
Texas
$3.5M -$402K -5,017 -10%
AMG
141
Asset Management Group
Connecticut
$3.48M -$29.1K -363 -0.8%
AA
142
Ancora Advisors
Ohio
$3.41M +$230K +2,865 +7%
ANBT
143
American National Bank & Trust
Texas
$3.38M +$204K +2,546 +6%
CCWA
144
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.34M -$622K -7,755 -16%
CG
145
Colony Group
Massachusetts
$3.32M -$116K -1,452 -3%
SIG
146
Stanford Investment Group
California
$3.31M +$2.22M +27,675 +205%
SCM
147
Stonehearth Capital Management
Massachusetts
$3.24M -$721 -9 -0%
LPT
148
Legacy Private Trust
Wisconsin
$3.18M +$2.96M +36,898 +1,373%
CT
149
Coastline Trust
Rhode Island
$3.18M -$202K -2,524 -6%
EAM
150
Evanson Asset Management
California
$3.16M +$175K +2,182 +6%

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.