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Vanguard Short-Term Bond ETF

348 hedge funds and large institutions have $7.75B invested in Vanguard Short-Term Bond ETF in 2014 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 118 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

24% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 118

9% more funds holding in top 10

Funds holding in top 10: 4549 (+4)

3% more funds holding

Funds holding: 339348 (+9)

1% more capital invested

Capital invested by funds: $7.67B → $7.75B (+$74.2M)

0.56% less ownership

Funds ownership: 56.63%56.08% (-0.56%)

Holders
348
Holders Change
+9
Holders Change %
+2.65%
% of All Funds
10.05%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
1.41%
New
32
Increased
146
Reduced
118
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFS
201
VSR Financial Services
Kansas
$1.12M +$127K +1,588 +13%
DSC
202
Duncker Streett & Co
Missouri
$1.1M
FA
203
FDx Advisors
Illinois
$1.07M +$742K +9,250 +222%
FTIOP
204
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.05M -$20.8K -260 -2%
WA
205
WFG Advisors
Texas
$1.04M -$605K -7,543 -37%
CCM
206
Coldstream Capital Management
Washington
$1.03M -$199K -2,484 -16%
TAM
207
Todd Asset Management
Kentucky
$965K
NGA
208
Naples Global Advisors
Florida
$886K -$802 -10 -0.1%
OCG
209
Opus Capital Group
Ohio
$858K +$859K +10,710 New
BAC
210
Boys Arnold & Co
North Carolina
$825K
ACS
211
Archford Capital Strategies
Illinois
$807K +$808K +10,074 New
Neuberger Berman Group
212
Neuberger Berman Group
New York
$798K -$1.59M -19,801 -67%
DADC
213
D.A. Davidson & Co
Montana
$781K +$436K +5,434 +125%
Invesco
214
Invesco
Georgia
$776K -$2.3M -28,672 -75%
FHA
215
First Horizon Advisors
Tennessee
$774K
HH
216
Hilltop Holdings
Texas
$767K +$2.49K +31 +0.3%
LWI
217
Long Wharf Investors
Massachusetts
$766K
WCA
218
Westover Capital Advisors
Delaware
$765K -$2.65K -33 -0.3%
RC
219
RegentAtlantic Capital
New Jersey
$746K -$318K -3,965 -30%
RJT
220
Raymond James Trust
Florida
$743K +$329K +4,103 +79%
DSN
221
D. Scott Neal
Kentucky
$730K -$42.1K -525 -5%
US Bancorp
222
US Bancorp
Minnesota
$726K -$77.4K -965 -10%
WCM
223
Weik Capital Management
Pennsylvania
$720K +$53.6K +669 +8%
FIM
224
Freedom Investment Management
Connecticut
$711K -$34K -424 -5%
DC
225
Davenport & Co
Virginia
$711K +$40.1K +500 +6%

BSV Hedge Fund Activity: Q1 2014 in Review

348 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2014, worth a combined $7.75B — up 0.97% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BSV positions and 22 closed out — a net gain of 10 holders — while 146 added to existing stakes and 118 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $68.9M. The largest seller was Envestnet Asset Management, cutting an estimated $45.4M.

  • 348 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2014, up from 339 in Q4 2013.
  • Funds reported $7.75B of Vanguard Short-Term Bond ETF stock for Q1 2014, up 0.97% quarter-over-quarter.
  • 32 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2014 and 22 closed out, a net change of +10 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2014 was Managed Account Advisors, an estimated $68.9M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2014 was Envestnet Asset Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q1 2014.