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Vanguard Short-Term Bond ETF

718 hedge funds and large institutions have $13.6B invested in Vanguard Short-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 259 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

2% more funds holding

Funds holding: 706718 (+12)

5% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 272

12.8% less ownership

Funds ownership: 69.65%56.85% (-13%)

20% less funds holding in top 10

Funds holding in top 10: 9979 (-20)

30% less capital invested

Capital invested by funds: $19.4B → $13.6B (-$5.81B)

Holders
718
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
15.54%
Holding in Top 10
79
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.2%
% of All Funds
1.71%
New
79
Increased
259
Reduced
272
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
176
Phillips Financial Management
Indiana
$4.71M -$21.7K -275 -0.5%
1WA
177
180 Wealth Advisors
Washington
$4.71M +$930K +11,790 +25%
BOH
178
Bank of Hawaii
Hawaii
$4.67M -$77.4K -981 -2%
SIM
179
Sadoff Investment Management
Wisconsin
$4.66M -$107K -1,350 -2%
HL
180
HeadInvest LLC
Maine
$4.63M -$1.39M -17,569 -23%
EWMCB
181
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$4.6M +$259K +3,288 +6%
MPIA
182
Mountain Pacific Investment Advisers
Idaho
$4.59M +$737K +9,341 +19%
PMG
183
ProVise Management Group
Florida
$4.58M +$220K +2,793 +5%
HS
184
Horan Securities
United States
$4.54M -$124K -1,577 -3%
CMBA
185
C.M. Bidwell & Associates
Hawaii
$4.51M -$321K -4,065 -7%
Betterment LLC
186
Betterment LLC
New York
$4.37M +$642K +8,133 +17%
IA
187
IFG Advisory
Georgia
$4.3M +$491K +6,221 +13%
CCM
188
Coe Capital Management
Illinois
$4.29M +$11.3K +143 +0.3%
TF
189
Trek Financial
Arizona
$4.17M -$118K -1,496 -3%
WCM
190
Windsor Capital Management
Arizona
$4.17M -$127K -1,610 -3%
AACR
191
ACR Alpine Capital Research
Missouri
$4.06M -$10.6K -134 -0.3%
AWM
192
Avior Wealth Management
Nebraska
$4.01M +$96.8K +1,226 +2%
C
193
Clearshares
New York
$3.96M -$52.6K -667 -1%
BSW
194
Buckingham Strategic Wealth
Missouri
$3.96M +$654K +8,283 +20%
FHC
195
First Heartland Consultants
Missouri
$3.93M -$51K -646 -1%
FPIS
196
Financial Planning & Information Services
Wisconsin
$3.86M -$3.83M -48,587 -50%
AIS
197
American Investment Services
Massachusetts
$3.8M +$192K +2,429 +5%
EK
198
Evensky & Katz
Florida
$3.8M +$3.76M +47,706 New
LIA
199
LBMC Investment Advisors
Tennessee
$3.78M -$138K -1,744 -4%
HDIM
200
Hanson & Doremus Investment Management
Vermont
$3.77M -$95.5K -1,210 -2%

BSV Hedge Fund Activity: Q1 2019 in Review

718 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2019, worth a combined $13.6B — down 30% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BSV positions and 58 closed out — a net gain of 21 holders — while 259 added to existing stakes and 272 trimmed.

The largest buyer was Jane Street, adding an estimated $87.8M. The largest seller was Bank of America, cutting an estimated $3.18B.

  • 718 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2019, up from 706 in Q4 2018.
  • Funds reported $13.6B of Vanguard Short-Term Bond ETF stock for Q1 2019, down 30% quarter-over-quarter.
  • 79 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2019 and 58 closed out, a net change of +21 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2019 was Jane Street, an estimated $87.8M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $3.18B sold.

Based on aggregated 13F filings for Q1 2019.