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Vanguard Short-Term Bond ETF

646 hedge funds and large institutions have $17.4B invested in Vanguard Short-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 248 increasing their positions, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 7173 (+2)

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

2% more capital invested

Capital invested by funds: $17.2B → $17.4B (+$268M)

0% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 247

0.32% more ownership

Funds ownership: 68.83%69.15% (+0.32%)

0% more funds holding

Funds holding: 646646 (0)

Holders
646
Holders Change
Holders Change %
0%
% of All Funds
14.77%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.67%
New
59
Increased
248
Reduced
247
Closed
56
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
201
Boston Advisors
Massachusetts
$2.99M +$777K +9,943 +35%
CFGS
202
Concourse Financial Group Securities
Alabama
$2.95M +$2.95M +37,823 New
AT
203
Arden Trust
Delaware
$2.95M -$159K -2,041 -5%
AAP
204
Arax Advisory Partners
Colorado
$2.92M +$2.92M +37,438 New
CCM
205
Covington Capital Management
California
$2.86M +$455K +5,829 +19%
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$2.83M +$545K +6,972 +24%
PP
207
PagnatoKarp Partners
Virginia
$2.79M -$11.2K -143 -0.4%
CA
208
Calton & Associates
Florida
$2.76M +$191K +2,445 +7%
CA
209
Cetera Advisors
Colorado
$2.69M +$966K +12,363 +56%
WT
210
Whittier Trust
California
$2.64M +$2.3M +29,467 +670%
HPC
211
Hobart Private Capital
North Carolina
$2.63M +$93.6K +1,198 +4%
AW
212
Alpha Windward
Massachusetts
$2.59M +$25.5K +326 +1%
EIG
213
Ellenbecker Investment Group
Wisconsin
$2.57M +$86.3K +1,105 +3%
EHC
214
Everett Harris & Co
California
$2.56M -$166K -2,125 -6%
FWM
215
Frontier Wealth Management
Missouri
$2.54M -$78.9K -1,010 -3%
GJIC
216
Gamble Jones Investment Counsel
California
$2.53M -$18.5K -237 -0.7%
IA
217
IFP Advisors
Florida
$2.5M -$91.9K -1,176 -4%
NEPWA
218
New England Private Wealth Advisors
Massachusetts
$2.47M +$12.5K +160 +0.5%
PL
219
Plancorp LLC
Missouri
$2.46M -$2.44M -31,208 -50%
Koshinski Asset Management
220
Koshinski Asset Management
Illinois
$2.44M +$1.3M +16,688 +115%
PFBT
221
Parkside Financial Bank & Trust
Missouri
$2.43M +$44.9K +575 +2%
SPIA
222
Steward Partners Investment Advisory
New York
$2.37M +$18.1K +232 +0.8%
WF
223
Welch & Forbes
Massachusetts
$2.34M -$12.5K -160 -0.5%
EAM
224
Evanson Asset Management
California
$2.31M +$11.3K +145 +0.5%
RVPG
225
Relative Value Partners Group
$2.29M -$27.5K -352 -1%

BSV Hedge Fund Activity: Q3 2018 in Review

646 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2018, worth a combined $17.4B — up 1.6% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BSV positions and 56 closed out — a net gain of 3 holders — while 248 added to existing stakes and 247 trimmed.

The largest buyer was TD Ameritrade Investment Management, adding an estimated $147M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $90.2M.

  • 646 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $17.4B of Vanguard Short-Term Bond ETF stock for Q3 2018, up 1.6% quarter-over-quarter.
  • 59 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2018 and 56 closed out, a net change of +3 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2018 was TD Ameritrade Investment Management, an estimated $147M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2018 was Beacon Capital Management Inc (Ohio), an estimated $90.2M sold.

Based on aggregated 13F filings for Q3 2018.