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Vanguard Short-Term Bond ETF

350 hedge funds and large institutions have $8.37B invested in Vanguard Short-Term Bond ETF in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 123 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

15% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 123

8% more capital invested

Capital invested by funds: $7.75B → $8.37B (+$623M)

1.68% more ownership

Funds ownership: 56.08%57.76% (+1.7%)

1% more funds holding

Funds holding: 348350 (+2)

6% less funds holding in top 10

Funds holding in top 10: 4946 (-3)

Holders
350
Holders Change
+2
Holders Change %
+0.57%
% of All Funds
10.06%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
1.32%
New
26
Increased
141
Reduced
123
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
201
Clifford Swan Investment Counsel
California
$912K -$275K -3,427 -23%
RT
202
Reliance Trust
Georgia
$887K -$935K -11,654 -51%
NGA
203
Naples Global Advisors
Florida
$875K -$13.2K -165 -1%
DADC
204
D.A. Davidson & Co
Montana
$830K +$46.1K +575 +6%
BAC
205
Boys Arnold & Co
North Carolina
$828K
RC
206
RegentAtlantic Capital
New Jersey
$816K +$67.1K +837 +9%
LNC
207
Lincoln National Corp
Pennsylvania
$799K +$123K +1,536 +18%
ACS
208
Archford Capital Strategies
Illinois
$795K -$14K -174 -2%
FIM
209
Freedom Investment Management
Connecticut
$780K +$66.7K +831 +9%
FHA
210
First Horizon Advisors
Tennessee
$777K
Neuberger Berman Group
211
Neuberger Berman Group
New York
$776K -$25K -312 -3%
HH
212
Hilltop Holdings
Texas
$769K
LWI
213
Long Wharf Investors
Massachusetts
$763K -$5.62K -70 -0.7%
BSW
214
Buckingham Strategic Wealth
Missouri
$732K +$155K +1,936 +27%
DC
215
Davenport & Co
Virginia
$730K +$17.5K +218 +2%
WCM
216
Weik Capital Management
Pennsylvania
$729K +$6.9K +86 +1%
CCT
217
Country Club Trust
Missouri
$717K +$67.4K +840 +10%
KPCM
218
Kings Point Capital Management
New York
$708K +$260K +3,242 +58%
PAG
219
Private Advisor Group
New Jersey
$692K +$234K +2,920 +51%
Invesco
220
Invesco
Georgia
$689K -$89.8K -1,119 -12%
HCMT
221
Highland Capital Management (Tennessee)
Tennessee
$678K +$677K +8,445 New
AC
222
Alexandria Capital
Virginia
$677K +$398K +4,962 +143%
WCA
223
Westover Capital Advisors
Delaware
$675K -$92.4K -1,152 -12%
IFB
224
iAB Financial Bank
Indiana
$651K +$2K +25 +0.3%
BFA
225
Bragg Financial Advisors
North Carolina
$646K +$203K +2,531 +46%

BSV Hedge Fund Activity: Q2 2014 in Review

350 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2014, worth a combined $8.37B — up 8% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BSV positions and 21 closed out — a net gain of 5 holders — while 141 added to existing stakes and 123 trimmed.

The largest buyer was Bank of America, adding an estimated $217M. The largest seller was Wells Fargo, cutting an estimated $92M.

  • 350 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2014, up from 348 in Q1 2014.
  • Funds reported $8.37B of Vanguard Short-Term Bond ETF stock for Q2 2014, up 8% quarter-over-quarter.
  • 26 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2014 and 21 closed out, a net change of +5 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2014 was Bank of America, an estimated $217M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $92M sold.

Based on aggregated 13F filings for Q2 2014.