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Vanguard Short-Term Bond ETF

415 hedge funds and large institutions have $9.4B invested in Vanguard Short-Term Bond ETF in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 138 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

26% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 138

13% more capital invested

Capital invested by funds: $8.34B → $9.4B (+$1.06B)

2.5% more ownership

Funds ownership: 57.74%60.23% (+2.5%)

2% more funds holding

Funds holding: 405415 (+10)

7% less funds holding in top 10

Funds holding in top 10: 5753 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $217K

Holders
415
Holders Change
+10
Holders Change %
+2.47%
% of All Funds
11.06%
Holding in Top 10
53
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.02%
% of All Funds
1.41%
New
51
Increased
174
Reduced
138
Closed
34
Calls
Puts
$217K
Net Calls
-$217K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
MSS
201
Mitchell Sinkler & Starr
Pennsylvania
$1.26M +$1M +12,500 +400%
RCS
202
Retirement Capital Strategies
California
$1.25M +$247K +3,071 +25%
CB
203
Chemical Bank
Michigan
$1.22M +$28.1K +350 +2%
TAM
204
Todd Asset Management
Kentucky
$1.22M
KCPG
205
Kavar Capital Partners Group
Kansas
$1.2M -$8.03K -100 -0.7%
MCM
206
Maple Capital Management
Vermont
$1.19M +$907K +11,295 +321%
DWA
207
Douglass Winthrop Advisors
New York
$1.19M +$1.18M +14,725 New
MCM
208
Mengis Capital Management
Oregon
$1.17M
AA
209
Alesco Advisors
New York
$1.16M -$535K -6,670 -32%
FBNAT
210
FirstMerit Bank N.A. Trustee
Ohio
$1.16M -$160K -1,995 -12%
CBB
211
Citizens Business Bank
California
$1.14M -$253K -3,156 -18%
ST
212
Spinnaker Trust
Maine
$1.09M -$2.41K -30 -0.2%
AACR
213
ACR Alpine Capital Research
Missouri
$1.08M +$198K +2,469 +23%
CWM
214
Concert Wealth Management
California
$1.06M +$877K +10,929 +68%
VFA
215
Voya Financial Advisors
Connecticut
$1.04M +$1.04M +12,968 New
DSC
216
Duncker Streett & Co
Missouri
$1.04M
W
217
Wealthquest
Ohio
$1.04M -$167K -2,081 -14%
Victory Capital Management
218
Victory Capital Management
Texas
$1.03M -$502K -6,250 -33%
HSBC Holdings
219
HSBC Holdings
United Kingdom
$1.01M +$201K +2,500 +25%
JG
220
Jefferies Group
New York
$1M +$998K +12,433 New
FSC
221
Fiduciary Services Corp
Georgia
$989K +$986K +12,280 New
BSW
222
Buckingham Strategic Wealth
Missouri
$975K +$187K +2,330 +24%
VA
223
Valmark Advisers
Ohio
$971K +$968K +12,056 New
MA
224
MUFG Americas
New York
$963K -$211K -2,625 -18%
CA
225
Cetera Advisors
Colorado
$955K -$776K -9,673 -45%

BSV Hedge Fund Activity: Q1 2015 in Review

415 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2015, worth a combined $9.4B — up 13% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new BSV positions and 34 closed out — a net gain of 17 holders — while 174 added to existing stakes and 138 trimmed.

The largest buyer was Bank of America, adding an estimated $324M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $306M.

  • 415 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2015, up from 405 in Q4 2014.
  • Funds reported $9.4B of Vanguard Short-Term Bond ETF stock for Q1 2015, up 13% quarter-over-quarter.
  • 51 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2015 and 34 closed out, a net change of +17 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2015 was Bank of America, an estimated $324M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $306M sold.

Based on aggregated 13F filings for Q1 2015.