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Vanguard Short-Term Bond ETF

433 hedge funds and large institutions have $9.89B invested in Vanguard Short-Term Bond ETF in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

14% more funds holding in top 10

Funds holding in top 10: 4956 (+7)

12% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 148

4% more funds holding

Funds holding: 417433 (+16)

4% more capital invested

Capital invested by funds: $9.48B → $9.89B (+$407M)

0.02% more ownership

Funds ownership: 60.07%60.09% (+0.02%)

Holders
433
Holders Change
+16
Holders Change %
+3.84%
% of All Funds
12.09%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
1.56%
New
39
Increased
166
Reduced
148
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
176
Cahill Financial Advisors
Minnesota
$2.31M +$116K +1,448 +5%
HL
177
HeadInvest LLC
Maine
$2.31M +$32.1K +400 +1%
PPA
178
Parametric Portfolio Associates
Washington
$2.3M -$567K -7,074 -20%
CCM
179
Coe Capital Management
Illinois
$2.23M -$154K -1,920 -6%
EAMA
180
EFG Asset Management (Americas)
Florida
$2.2M +$245K +3,057 +13%
AW
181
Alpha Windward
Massachusetts
$2.15M -$25.9K -323 -1%
KeyBank National Association
182
KeyBank National Association
Ohio
$2.1M +$116K +1,442 +6%
SIC
183
Schwartz Investment Counsel
Michigan
$2.06M -$80.1K -1,000 -4%
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$2.03M -$323K -4,035 -14%
CAN
185
Cetera Advisor Networks
California
$2.02M +$364K +4,547 +22%
BUB
186
BBVA USA Bancshares
Texas
$1.98M +$53.7K +670 +3%
CIR
187
Clear Investment Research
Georgia
$1.95M -$28.9K -361 -1%
HI
188
Horizon Investments
North Carolina
$1.93M +$1.92M +24,014 New
FFS
189
Founders Financial Securities
Maryland
$1.91M +$1.91M +23,799 New
PAG
190
Private Advisor Group
New Jersey
$1.9M +$218K +2,726 +13%
Lazard Asset Management
191
Lazard Asset Management
New York
$1.89M
VFS
192
VSR Financial Services
Kansas
$1.84M -$207K -2,583 -10%
REMPR
193
Roof Eidam Maycock Peralta (REMP)
California
$1.81M +$470K +5,860 +35%
HCP
194
Holt Capital Partners
Texas
$1.79M -$6.81K -85 -0.4%
VFA
195
Voya Financial Advisors
Connecticut
$1.79M +$319K +3,980 +22%
CB
196
Commerce Bank
Missouri
$1.78M
CFB
197
Cullen/Frost Bankers
Texas
$1.78M -$150K -1,869 -8%
AllianceBernstein
198
AllianceBernstein
Tennessee
$1.73M +$1.4M +17,494 +434%
BFEC
199
Benjamin F. Edwards & Company
Missouri
$1.72M -$666K -8,307 -28%
LA
200
LVW Advisors
New York
$1.7M +$251K +3,129 +17%

BSV Hedge Fund Activity: Q3 2015 in Review

433 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2015, worth a combined $9.89B — up 4.3% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BSV positions and 20 closed out — a net gain of 19 holders — while 166 added to existing stakes and 148 trimmed.

The largest buyer was Bank of America, adding an estimated $1.34B. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $657M sold.

  • 433 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2015, up from 417 in Q2 2015.
  • Funds reported $9.89B of Vanguard Short-Term Bond ETF stock for Q3 2015, up 4.3% quarter-over-quarter.
  • 39 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2015 and 20 closed out, a net change of +19 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2015 was Bank of America, an estimated $1.34B added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2015 was Aegon USA Investment Management, an estimated $657M sold.

Based on aggregated 13F filings for Q3 2015.