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Vanguard Short-Term Bond ETF

362 hedge funds and large institutions have $8.57B invested in Vanguard Short-Term Bond ETF in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 158 increasing their positions, 118 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

34% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 118

7% more funds holding in top 10

Funds holding in top 10: 4649 (+3)

3% more funds holding

Funds holding: 350362 (+12)

2.7% more ownership

Funds ownership: 57.76%60.46% (+2.7%)

2% more capital invested

Capital invested by funds: $8.37B → $8.57B (+$196M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $400K

Holders
362
Holders Change
+12
Holders Change %
+3.43%
% of All Funds
10.5%
Holding in Top 10
49
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.52%
% of All Funds
1.42%
New
30
Increased
158
Reduced
118
Closed
16
Calls
Puts
$400K
Net Calls
-$400K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
176
Cetera Advisor Networks
California
$1.49M +$271K +3,376 +22%
BC
177
Bartlett & Co
Ohio
$1.43M
NFG
178
Next Financial Group
Texas
$1.42M +$1.42M +17,674 +22,093%
MFP
179
Mosaic Financial Partners
California
$1.33M +$9.22K +115 +0.7%
FBNAT
180
FirstMerit Bank N.A. Trustee
Ohio
$1.33M -$424K -5,284 -24%
PAG
181
Private Advisor Group
New Jersey
$1.32M +$633K +7,897 +92%
CB
182
Chemical Bank
Michigan
$1.29M +$100K +1,250 +8%
MA
183
MUFG Americas
New York
$1.23M +$54.1K +675 +5%
FA
184
FDx Advisors
Illinois
$1.22M +$108K +1,350 +10%
PA
185
Pinnacle Associates
New York
$1.21M -$5.9M -73,601 -83%
KCPG
186
Kavar Capital Partners Group
Kansas
$1.2M -$9.3K -116 -0.8%
WC
187
Woodstock Corp
Massachusetts
$1.2M +$1.2M +15,000 New
RMA
188
Roffman Miller Associates
Pennsylvania
$1.16M -$97.9K -1,222 -8%
SCA
189
Strategic Capital Alternatives
United States
$1.14M +$1.14M +14,249 New
WA
190
WFG Advisors
Texas
$1.13M +$42.7K +533 +4%
CWM
191
Concert Wealth Management
California
$1.12M -$4.09K -51 -0.4%
HP
192
HT Partners
Connecticut
$1.12M -$19.6K -244 -2%
US Bancorp
193
US Bancorp
Minnesota
$1.05M +$580K +7,240 +122%
DSC
194
Duncker Streett & Co
Missouri
$1.03M -$64.1K -800 -6%
CSIC
195
Clifford Swan Investment Counsel
California
$991K +$82.2K +1,025 +9%
CP
196
Camelot Portfolios
Ohio
$977K -$670K -8,360 -41%
TAM
197
Todd Asset Management
Kentucky
$965K
WRM
198
Westport Resources Management
Connecticut
$899K +$447K +5,575 +99%
AACR
199
ACR Alpine Capital Research
Missouri
$870K +$239K +2,977 +38%
NGA
200
Naples Global Advisors
Florida
$861K -$11.2K -140 -1%

BSV Hedge Fund Activity: Q3 2014 in Review

362 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2014, worth a combined $8.57B — up 2.3% from $8.37B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new BSV positions and 16 closed out — a net gain of 14 holders — while 158 added to existing stakes and 118 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $165M. The largest seller was Bank of America, cutting an estimated $257M.

  • 362 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2014, up from 350 in Q2 2014.
  • Funds reported $8.57B of Vanguard Short-Term Bond ETF stock for Q3 2014, up 2.3% quarter-over-quarter.
  • 30 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2014 and 16 closed out, a net change of +14 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2014 was Managed Account Advisors, an estimated $165M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2014 was Bank of America, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2014.