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Vanguard Short-Term Bond ETF

350 hedge funds and large institutions have $8.37B invested in Vanguard Short-Term Bond ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

15% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 123

8% more capital invested

Capital invested by funds: $7.75B → $8.37B (+$623M)

1.68% more ownership

Funds ownership: 56.08%57.76% (+1.7%)

1% more funds holding

Funds holding: 348350 (+2)

6% less funds holding in top 10

Funds holding in top 10: 4946 (-3)

Holders
350
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
10.06%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
1.32%
New
26
Increased
141
Reduced
123
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
176
NWAM LLC
Washington
$1.46M -$22.7K -283 -2%
AA
177
Alesco Advisors
New York
$1.44M -$533K -6,650 -27%
BC
178
Bartlett & Co
Ohio
$1.44M
JFGIW
179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.43M +$183K +2,287 +15%
VFS
180
VSR Financial Services
Kansas
$1.43M +$310K +3,865 +28%
FA
181
FCG Advisors
New Jersey
$1.42M -$261K -3,259 -16%
BFEC
182
Benjamin F. Edwards & Company
Missouri
$1.38M +$13.6K +170 +1%
MFP
183
Mosaic Financial Partners
California
$1.32M -$164K -2,046 -11%
RMA
184
Roffman Miller Associates
Pennsylvania
$1.26M +$99.9K +1,245 +9%
HB
185
Homrich & Berg
Georgia
$1.26M +$43.4K +541 +4%
CAN
186
Cetera Advisor Networks
California
$1.22M -$3.37K -42 -0.3%
SCG
187
Strategic Capital Group
Washington
$1.22M -$133K -1,660 -10%
KCPG
188
Kavar Capital Partners Group
Kansas
$1.22M -$14.4K -180 -1%
CB
189
Chemical Bank
Michigan
$1.19M
MA
190
MUFG Americas
New York
$1.18M -$354K -4,412 -23%
EC
191
Estate Counselors
Wisconsin
$1.18M -$37.7K -470 -3%
LG
192
LaFleur & Godfrey
Michigan
$1.17M -$591K -7,365 -34%
HP
193
HT Partners
Connecticut
$1.14M -$153K -1,902 -12%
FA
194
FDx Advisors
Illinois
$1.11M +$35.4K +441 +3%
CWM
195
Concert Wealth Management
California
$1.11M -$32.9K -410 -3%
DSC
196
Duncker Streett & Co
Missouri
$1.1M
WA
197
WFG Advisors
Texas
$1.09M +$44.5K +555 +4%
FTIOP
198
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.07M +$24.1K +300 +2%
TAM
199
Todd Asset Management
Kentucky
$968K
CCM
200
Coldstream Capital Management
Washington
$932K -$99K -1,234 -10%

BSV Hedge Fund Activity: Q2 2014 in Review

350 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2014, worth a combined $8.37B — up 8% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSV positions and 21 closed out — a net gain of 5 holders — while 141 added to existing stakes and 123 trimmed.

The largest buyer was Bank of America, adding an estimated $217M. The largest seller was Wells Fargo, cutting an estimated $92M.

  • 350 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2014, up from 348 in Q1 2014.
  • Funds reported $8.37B of Vanguard Short-Term Bond ETF stock for Q2 2014, up 8% quarter-over-quarter.
  • 26 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2014 and 21 closed out, a net change of +5 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2014 was Bank of America, an estimated $217M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2014.