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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
EWMCB
151
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.09M -$151K -1,884 -5%
PNC
152
Park National Corp
Ohio
$3.06M -$434K -5,416 -12%
HPC
153
HM Payson & Co
Maine
$3.03M
AA
154
Alesco Advisors
New York
$3.02M +$1.42M +17,680 +89%
BT
155
Beacon Trust
New Jersey
$2.96M -$273K -3,407 -8%
WIC
156
Woodmont Investment Counsel
Tennessee
$2.94M -$317K -3,950 -10%
LNC
157
Lincoln National Corp
Pennsylvania
$2.92M -$99.9K -1,246 -3%
WCM
158
Windsor Capital Management
Arizona
$2.87M -$110K -1,370 -4%
GJIC
159
Gamble Jones Investment Counsel
California
$2.83M +$23.5K +293 +0.8%
AWM
160
Altavista Wealth Management
North Carolina
$2.79M +$8.09K +101 +0.3%
CL
161
CPWM LLC
Washington
$2.75M +$10.1K +126 +0.4%
HDIM
162
Hanson & Doremus Investment Management
Vermont
$2.7M -$247K -3,087 -8%
CS
163
Comerica Securities
Michigan
$2.65M +$122K +1,521 +5%
RG
164
Rathbones Group
United Kingdom
$2.62M +$459K +5,725 +21%
PCM
165
Perritt Capital Management
Illinois
$2.56M +$23.2K +290 +0.9%
BBA
166
BLB&B Advisors
Pennsylvania
$2.54M -$120K -1,498 -5%
RIA
167
Regal Investment Advisors
Michigan
$2.53M +$341K +4,259 +16%
AI
168
Atria Investments
North Carolina
$2.5M +$1.89M +23,640 +315%
HJA
169
Hugh Johnson Advisors
New York
$2.48M -$145K -1,815 -6%
SWP
170
Stratos Wealth Partners
Ohio
$2.43M +$196K +2,447 +9%
NEPWA
171
New England Private Wealth Advisors
Massachusetts
$2.42M +$7.93K +99 +0.3%
KPCM
172
Kings Point Capital Management
New York
$2.36M -$279K -3,485 -11%
JIR
173
James Investment Research
Ohio
$2.34M -$341K -4,250 -13%
PMG
174
ProVise Management Group
Florida
$2.33M +$4.65K +58 +0.2%
WF
175
Welch & Forbes
Massachusetts
$2.32M -$85K -1,060 -4%

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.