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Vanguard Short-Term Bond ETF

726 hedge funds and large institutions have $12.6B invested in Vanguard Short-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 285 increasing their positions, 246 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 246

1% less funds holding

Funds holding: 733726 (-7)

2% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 63

4.37% less ownership

Funds ownership: 62%57.62% (-4.4%)

9% less capital invested

Capital invested by funds: $13.9B → $12.6B (-$1.3B)

10% less funds holding in top 10

Funds holding in top 10: 7063 (-7)

Holders
726
Holders Change
-7
Holders Change %
-0.95%
% of All Funds
15.92%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.38%
New
62
Increased
285
Reduced
246
Closed
63
Calls
$2.19M
Puts
Net Calls
+$2.19M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
151
FineMark National Bank & Trust
Florida
$6.14M -$256K -3,168 -4%
AssetMark Inc
152
AssetMark Inc
California
$6.12M +$6.11M +75,757 New
DJSG
153
D.J. St. Germain
Massachusetts
$6.08M -$3.31K -41 -0.1%
HB
154
Homrich & Berg
Georgia
$6M -$771K -9,561 -11%
BAAM
155
Baker Avenue Asset Management
California
$5.96M +$132K +1,635 +2%
FHB
156
First Hawaiian Bank
Hawaii
$5.87M +$64.5K +800 +1%
RG
157
Rathbones Group
United Kingdom
$5.86M +$306K +3,796 +6%
BC
158
Brio Consultants
California
$5.76M +$340K +4,217 +6%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$5.69M -$3.95M -48,935 -41%
CWM
160
Cranbrook Wealth Management
Michigan
$5.65M -$272K -3,368 -5%
SW
161
SVB Wealth
Massachusetts
$5.65M -$21.5K -267 -0.4%
CCM
162
Colorado Capital Management
Colorado
$5.62M -$257K -3,183 -4%
CCG
163
Chatham Capital Group
Georgia
$5.62M +$361K +4,475 +7%
SAS
164
Sage Advisory Services
Texas
$5.43M -$20.9M -258,783 -79%
Betterment LLC
165
Betterment LLC
New York
$5.42M
MPIA
166
Mountain Pacific Investment Advisers
Idaho
$5.42M +$296K +3,668 +6%
Natixis Advisors
167
Natixis Advisors
Massachusetts
$5.36M +$239K +2,959 +5%
NA
168
NextCapital Advisers
Illinois
$5.21M -$438K -5,425 -8%
CMBA
169
C.M. Bidwell & Associates
Hawaii
$5.08M +$13.3K +165 +0.3%
PMG
170
ProVise Management Group
Florida
$5.07M +$354K +4,389 +8%
AWS
171
AJ Wealth Strategies
New York
$5.04M -$2.33M -28,903 -32%
KCM
172
Kanawha Capital Management
Virginia
$4.97M +$150K +1,860 +3%
1WA
173
180 Wealth Advisors
Washington
$4.92M +$87K +1,079 +2%
FFN
174
Focus Financial Network
Minnesota
$4.87M -$33.2K -412 -0.7%
EWMCB
175
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.84M +$110K +1,366 +2%

BSV Hedge Fund Activity: Q3 2019 in Review

726 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2019, worth a combined $12.6B — down 9.3% from $13.9B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of BSV and 62 opened new positions — a net loss of 1 holder — while 246 trimmed existing stakes and 285 added.

The largest buyer was Bank of America, adding an estimated $80.1M. The largest seller was JP Morgan Chase, cutting an estimated $1.26B.

  • 726 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2019, down from 733 in Q2 2019.
  • Funds reported $12.6B of Vanguard Short-Term Bond ETF stock for Q3 2019, down 9.3% quarter-over-quarter.
  • 62 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2019 and 63 closed out, a net change of -1 holder.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2019 was Bank of America, an estimated $80.1M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2019 was JP Morgan Chase, an estimated $1.26B sold.

Based on aggregated 13F filings for Q3 2019.