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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
HL
151
HeadInvest LLC
Maine
$2.59M +$2.58M +32,201 New
WCM
152
Weatherstone Capital Management
Colorado
$2.57M -$3.84M -47,871 -60%
PCM
153
Perritt Capital Management
Illinois
$2.48M +$2.47M +30,744 New
BUB
154
BBVA USA Bancshares
Texas
$2.45M +$156K +1,940 +7%
WF
155
Welch & Forbes
Massachusetts
$2.41M -$402K -5,010 -14%
KPCM
156
Kings Point Capital Management
New York
$2.41M +$499K +6,213 +26%
NEPWA
157
New England Private Wealth Advisors
Massachusetts
$2.41M +$4.82K +60 +0.2%
AW
158
Alpha Windward
Massachusetts
$2.39M +$24.8K +309 +1%
VAM
159
Visionary Asset Management
Texas
$2.38M +$1.84M +22,896 +345%
PMG
160
ProVise Management Group
Florida
$2.33M -$38K -473 -2%
CFA
161
Cahill Financial Advisors
Minnesota
$2.33M -$519K -6,462 -18%
SIG
162
Stanford Investment Group
California
$2.31M -$4.6M -57,288 -67%
CFB
163
Cullen/Frost Bankers
Texas
$2.29M +$270K +3,364 +13%
CCM
164
Coe Capital Management
Illinois
$2.27M -$537K -6,690 -19%
CS
165
Comerica Securities
Michigan
$2.27M +$1.25M +15,562 +123%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$2.27M
SIC
167
Schwartz Investment Counsel
Michigan
$2.26M +$100K +1,250 +5%
GJIC
168
Gamble Jones Investment Counsel
California
$2.22M -$164K -2,045 -7%
SWP
169
Stratos Wealth Partners
Ohio
$2M +$766K +9,545 +62%
RIA
170
Regal Investment Advisors
Michigan
$1.97M -$115K -1,432 -6%
CIR
171
Clear Investment Research
Georgia
$1.97M +$1.96M +24,405 New
VFS
172
VSR Financial Services
Kansas
$1.93M +$319K +3,980 +20%
ZF
173
Zhang Financial
Michigan
$1.93M +$241 +3 +0%
Lazard Asset Management
174
Lazard Asset Management
New York
$1.9M
HCP
175
Holt Capital Partners
Texas
$1.87M -$41.7K -520 -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.