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Vanguard Short-Term Bond ETF

646 hedge funds and large institutions have $17.4B invested in Vanguard Short-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 248 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 7173 (+2)

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

2% more capital invested

Capital invested by funds: $17.2B → $17.4B (+$268M)

0% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 247

0.32% more ownership

Funds ownership: 68.83%69.15% (+0.32%)

0% more funds holding

Funds holding: 646646 (0)

Holders
646
Holders Change
Holders Change %
0%
% of All Funds
14.77%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.67%
New
59
Increased
248
Reduced
247
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Avior Wealth Management
Nebraska
$3.8M -$130K -1,668 -3%
TPWA
177
TRUE Private Wealth Advisors
Oregon
$3.7M +$350K +4,484 +10%
1WA
178
180 Wealth Advisors
Washington
$3.7M +$430K +5,506 +13%
BF
179
BOK Financial
Oklahoma
$3.58M -$229K -2,936 -6%
ACM
180
AUA Capital Management
Pennsylvania
$3.53M
NWM
181
Northwest Wealth Management
Iowa
$3.51M -$9.45K -121 -0.3%
FHC
182
First Heartland Consultants
Missouri
$3.51M +$492K +6,299 +16%
SWP
183
Stratos Wealth Partners
Ohio
$3.46M -$670K -8,582 -16%
AllianceBernstein
184
AllianceBernstein
Tennessee
$3.46M +$203K +2,602 +6%
VAM
185
Visionary Asset Management
Texas
$3.45M -$42.8K -548 -1%
William Blair & Company
186
William Blair & Company
Illinois
$3.45M +$393K +5,037 +13%
HPC
187
HM Payson & Co
Maine
$3.28M +$10.1K +129 +0.3%
OAM
188
Oppenheimer Asset Management
New York
$3.26M -$240K -3,076 -7%
NG
189
Northstar Group
New York
$3.26M -$148K -1,900 -4%
ASN
190
Advisory Services Network
Georgia
$3.2M -$8.36K -107 -0.3%
SI
191
Stephens Inc
Arkansas
$3.19M -$202K -2,580 -6%
CMBA
192
C.M. Bidwell & Associates
Hawaii
$3.17M +$1.95K +25 +0.1%
ALIONA
193
Allianz Life Insurance of North America
Minnesota
$3.16M -$1.63M -20,843 -34%
IA
194
IFG Advisory
Georgia
$3.13M +$469K +6,001 +18%
BSW
195
Buckingham Strategic Wealth
Missouri
$3.13M +$657K +8,409 +27%
Betterment LLC
196
Betterment LLC
New York
$3.11M +$230K +2,945 +8%
SIA
197
SeaBridge Investment Advisors
New Jersey
$3.06M -$18K -230 -0.6%
FLA
198
Financial Life Advisors
Texas
$3.05M -$122K -1,557 -4%
UCFA
199
United Capital Financial Advisors
Texas
$3.05M -$93.9K -1,202 -3%
NA
200
NewEdge Advisors
Louisiana
$2.99M +$582K +7,446 +24%

BSV Hedge Fund Activity: Q3 2018 in Review

646 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2018, worth a combined $17.4B — up 1.6% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BSV positions and 56 closed out — a net gain of 3 holders — while 248 added to existing stakes and 247 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $147M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $90.2M.

  • 646 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $17.4B of Vanguard Short-Term Bond ETF stock for Q3 2018, up 1.6% quarter-over-quarter.
  • 59 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2018 and 56 closed out, a net change of +3 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2018 was TD Ameritrade Investment Management, an estimated $147M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2018 was Beacon Capital Management Inc (Ohio), an estimated $90.2M sold.

Based on aggregated 13F filings for Q3 2018.