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Vanguard Short-Term Bond ETF

491 hedge funds and large institutions have $11.6B invested in Vanguard Short-Term Bond ETF in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

12% more capital invested

Capital invested by funds: $10.4B → $11.6B (+$1.21B)

4% more funds holding

Funds holding: 471491 (+20)

2% more funds holding in top 10

Funds holding in top 10: 6667 (+1)

9% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 175

0.55% more ownership

Funds ownership: 61.7%62.25% (+0.55%)

Holders
491
Holders Change
+20
Holders Change %
+4.25%
% of All Funds
13.08%
Holding in Top 10
67
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.52%
% of All Funds
1.79%
New
56
Increased
190
Reduced
175
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFS
201
VSR Financial Services
Kansas
$2.13M +$264K +3,294 +14%
SDWMA
202
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.13M -$62K -774 -3%
CB
203
Commerce Bank
Missouri
$2.12M +$321K +4,000 +18%
CCM
204
Coe Capital Management
Illinois
$2.1M -$58.1K -725 -3%
SIC
205
Schwartz Investment Counsel
Michigan
$2.1M +$32.1K +400 +2%
PFBT
206
Parkside Financial Bank & Trust
Missouri
$2.09M -$12.3K -154 -0.6%
PNC
207
Park National Corp
Ohio
$2.08M -$114K -1,416 -5%
SEI Investments
208
SEI Investments
Pennsylvania
$2.02M +$912K +11,375 +83%
GWM
209
Geneos Wealth Management
Colorado
$2.02M +$2.01M +25,040 New
FA
210
FDx Advisors
Illinois
$1.99M +$76K +948 +4%
AWM
211
Avior Wealth Management
Nebraska
$1.97M +$1.03M +12,812 +110%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$1.95M -$82.1K -1,024 -4%
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$1.93M +$247K +3,077 +15%
CWM
214
Confluence Wealth Management
Oregon
$1.89M +$406K +5,067 +28%
CFB
215
Cullen/Frost Bankers
Texas
$1.87M +$197K +2,453 +12%
CIR
216
Clear Investment Research
Georgia
$1.83M -$126K -1,577 -7%
AIM
217
Anchor Investment Management
South Carolina
$1.83M +$1.81M +22,637 New
CHJWM
218
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.78M +$12.4K +155 +0.7%
CAN
219
Cetera Advisor Networks
California
$1.71M -$473K -5,900 -22%
SFM
220
Signet Financial Management
New Jersey
$1.66M -$498K -6,217 -23%
SJIC
221
St. James Investment Company
Texas
$1.66M +$1.65M +20,532 New
HCP
222
Holt Capital Partners
Texas
$1.66M -$12K -150 -0.7%
PSUF
223
People's United Financial
Connecticut
$1.57M +$7.86K +98 +0.5%
ZF
224
Zhang Financial
Michigan
$1.57M -$32.2K -402 -2%
FC
225
Forte Capital
New York
$1.54M +$1.11M +13,890 +264%

BSV Hedge Fund Activity: Q1 2016 in Review

491 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2016, worth a combined $11.6B — up 12% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new BSV positions and 30 closed out — a net gain of 26 holders — while 190 added to existing stakes and 175 trimmed.

The largest buyer was Bank of America, adding an estimated $138M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $18M.

  • 491 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2016, up from 471 in Q4 2015.
  • Funds reported $11.6B of Vanguard Short-Term Bond ETF stock for Q1 2016, up 12% quarter-over-quarter.
  • 56 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2016 and 30 closed out, a net change of +26 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2016 was Bank of America, an estimated $138M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2016 was TD Ameritrade Investment Management, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2016.