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Vanguard Short-Term Bond ETF

718 hedge funds and large institutions have $13.6B invested in Vanguard Short-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 259 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

2% more funds holding

Funds holding: 706718 (+12)

5% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 272

12.8% less ownership

Funds ownership: 69.65%56.85% (-13%)

20% less funds holding in top 10

Funds holding in top 10: 9979 (-20)

30% less capital invested

Capital invested by funds: $19.4B → $13.6B (-$5.81B)

Holders
718
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
15.54%
Holding in Top 10
79
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.2%
% of All Funds
1.71%
New
79
Increased
259
Reduced
272
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Colorado Capital Management
Colorado
$6.07M -$375K -4,756 -6%
DJSG
152
D.J. St. Germain
Massachusetts
$6M
JSL
153
JT Stratford LLC
Georgia
$5.93M +$3.26M +41,300 +124%
BC
154
Burleson & Co
California
$5.87M -$140K -1,773 -2%
HI
155
Human Investing
Oregon
$5.79M -$30.1K -381 -0.5%
WT
156
Whittier Trust
California
$5.75M +$1.96M +24,826 +52%
EWA
157
Evolution Wealth Advisors
Florida
$5.75M -$2.36M -29,953 -29%
CB
158
Commerce Bank
Missouri
$5.73M +$710K +8,991 +14%
CS
159
Comerica Securities
Michigan
$5.72M +$159K +2,014 +3%
RG
160
Rathbones Group
United Kingdom
$5.68M +$75.8K +961 +1%
NL
161
NWAM LLC
Washington
$5.66M +$1.08M +13,720 +24%
FNBT
162
FineMark National Bank & Trust
Florida
$5.54M -$40.6K -514 -0.7%
CCG
163
Chatham Capital Group
Georgia
$5.44M -$75K -950 -1%
William Blair & Company
164
William Blair & Company
Illinois
$5.37M +$955K +12,097 +22%
BAAM
165
Baker Avenue Asset Management
California
$5.37M +$1.67M +21,105 +46%
RIA
166
Regal Investment Advisors
Michigan
$5.31M +$59.7K +757 +1%
SAS
167
Sage Advisory Services
Texas
$5.28M +$2.64M +33,413 +102%
FHB
168
First Hawaiian Bank
Hawaii
$5.26M -$4.41M -55,893 -46%
NA
169
NewEdge Advisors
Louisiana
$5.17M +$336K +4,255 +7%
BC
170
Brio Consultants
California
$5.02M +$634K +8,031 +15%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$4.95M +$771K +9,769 +19%
FFN
172
Focus Financial Network
Minnesota
$4.94M +$4.9M +62,035 New
RC
173
Roundview Capital
New Jersey
$4.93M -$74.6K -945 -2%
SFA
174
Semmax Financial Advisors
North Carolina
$4.88M -$438K -5,547 -8%
Citadel Advisors
175
Citadel Advisors
Florida
$4.83M -$17M -215,649 -78%

BSV Hedge Fund Activity: Q1 2019 in Review

718 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2019, worth a combined $13.6B — down 30% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BSV positions and 58 closed out — a net gain of 21 holders — while 259 added to existing stakes and 272 trimmed.

The largest buyer was Jane Street, adding an estimated $87.8M. The largest seller was Bank of America, cutting an estimated $3.18B.

  • 718 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2019, up from 706 in Q4 2018.
  • Funds reported $13.6B of Vanguard Short-Term Bond ETF stock for Q1 2019, down 30% quarter-over-quarter.
  • 79 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2019 and 58 closed out, a net change of +21 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2019 was Jane Street, an estimated $87.8M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $3.18B sold.

Based on aggregated 13F filings for Q1 2019.