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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
Lazard Asset Management
151
Lazard Asset Management
New York
$1.96M
AI
152
Atria Investments
North Carolina
$1.95M -$216K -2,693 -10%
HCP
153
Holt Capital Partners
Texas
$1.92M -$6.66K -83 -0.3%
CB
154
Commerce Bank
Missouri
$1.91M +$126K +1,570 +7%
SIC
155
Schwartz Investment Counsel
Michigan
$1.9M +$369K +4,600 +24%
CT
156
Coastline Trust
Rhode Island
$1.85M -$62.2K -775 -3%
CA
157
Cetera Advisors
Colorado
$1.85M +$21.9K +273 +1%
ZF
158
Zhang Financial
Michigan
$1.8M +$321 +4 +0%
BT
159
Beacon Trust
New Jersey
$1.8M +$327K +4,080 +22%
CCWA
160
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.79M -$786K -9,801 -31%
CWM
161
Cranbrook Wealth Management
Michigan
$1.77M +$230K +2,864 +15%
IAS
162
INR Advisory Services
Pennsylvania
$1.76M
FBNAT
163
FirstMerit Bank N.A. Trustee
Ohio
$1.75M -$27K -337 -2%
PPA
164
Parametric Portfolio Associates
Washington
$1.74M +$490K +6,109 +39%
BIM
165
BlackRock Investment Management
Delaware
$1.72M -$743K -9,256 -30%
PSUF
166
People's United Financial
Connecticut
$1.72M -$110K -1,370 -6%
DD
167
Dominick & Dominick
New York
$1.72M +$361K +4,500 +27%
FNBT
168
FineMark National Bank & Trust
Florida
$1.67M +$523K +6,515 +46%
KeyBank National Association
169
KeyBank National Association
Ohio
$1.66M +$341K +4,247 +26%
CP
170
Camelot Portfolios
Ohio
$1.65M -$163K -2,028 -9%
ST
171
Stifel Trust
Missouri
$1.64M +$3.85K +48 +0.2%
RPA
172
Rock Point Advisors
Vermont
$1.62M -$39.7K -495 -2%
CBB
173
Citizens Business Bank
California
$1.61M +$130K +1,623 +9%
EWM
174
Empirical Wealth Management
Washington
$1.6M -$522K -6,507 -25%
RJFSA
175
Raymond James Financial Services Advisors
Florida
$1.5M +$194K +2,418 +15%

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.