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Vanguard Short-Term Bond ETF

491 hedge funds and large institutions have $11.6B invested in Vanguard Short-Term Bond ETF in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $10.4B → $11.6B (+$1.21B)

4% more funds holding

Funds holding: 471491 (+20)

2% more funds holding in top 10

Funds holding in top 10: 6667 (+1)

9% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 175

0.55% more ownership

Funds ownership: 61.7%62.25% (+0.55%)

Holders
491
Holders Change
+20
Holders Change %
+4.25%
% of All Funds
13.08%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.79%
New
56
Increased
190
Reduced
175
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
151
Phillips Financial Management
Indiana
$3.67M -$50.5K -630 -1%
Bank of New York Mellon
152
Bank of New York Mellon
New York
$3.66M -$93K -1,160 -2%
VKH
153
Virtu KCG Holdings
New York
$3.62M +$3.59M +44,844 New
BSW
154
Buckingham Strategic Wealth
Missouri
$3.5M -$1.05M -13,044 -23%
EWMCB
155
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.5M +$110K +1,377 +3%
AWA
156
ARS Wealth Advisors
Florida
$3.47M +$3.45M +43,090 New
BCM
157
Brookstone Capital Management
Illinois
$3.46M -$4.43M -55,283 -56%
BT
158
Beacon Trust
New Jersey
$3.46M -$130K -1,621 -4%
PFS
159
Prospera Financial Services
Texas
$3.37M -$367K -4,573 -10%
ANBT
160
American National Bank & Trust
Texas
$3.35M -$171K -2,134 -5%
FTS
161
Fifth Third Securities
Ohio
$3.31M +$3.3M +41,119 New
WFG
162
Windsor Financial Group
Minnesota
$3.31M +$253K +3,154 +8%
HI
163
Horizon Investments
North Carolina
$3.23M +$1.09M +13,653 +52%
FFS
164
Founders Financial Securities
Maryland
$3.21M +$1.07M +13,366 +51%
WCM
165
Windsor Capital Management
Arizona
$3.15M +$34.8K +434 +1%
CCM
166
Colorado Capital Management
Colorado
$3.08M -$5.29K -66 -0.2%
NL
167
NWAM LLC
Washington
$3.06M +$60.8K +759 +2%
CL
168
CPWM LLC
Washington
$3.05M -$94.8K -1,182 -3%
HPC
169
HM Payson & Co
Maine
$3.04M
SCM
170
Stonehearth Capital Management
Massachusetts
$3.01M -$244K -3,047 -8%
KeyBank National Association
171
KeyBank National Association
Ohio
$3.01M +$1.02M +12,775 +52%
GJIC
172
Gamble Jones Investment Counsel
California
$2.9M +$111K +1,381 +4%
PMG
173
ProVise Management Group
Florida
$2.88M +$217K +2,705 +8%
HJA
174
Hugh Johnson Advisors
New York
$2.86M -$29.6K -369 -1%
CG
175
Colony Group
Massachusetts
$2.82M -$507K -6,328 -15%

BSV Hedge Fund Activity: Q1 2016 in Review

491 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2016, worth a combined $11.6B — up 12% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new BSV positions and 30 closed out — a net gain of 26 holders — while 190 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $138M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $18M.

  • 491 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2016, up from 471 in Q4 2015.
  • Funds reported $11.6B of Vanguard Short-Term Bond ETF stock for Q1 2016, up 12% quarter-over-quarter.
  • 56 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2016 and 30 closed out, a net change of +26 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2016 was Bank of America, an estimated $138M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2016 was TD Ameritrade Investment Management, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2016.