We are live on ! Find out more
BSV icon

Vanguard Short-Term Bond ETF

718 hedge funds and large institutions have $13.6B invested in Vanguard Short-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 259 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

2% more funds holding

Funds holding: 706718 (+12)

5% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 272

12.8% less ownership

Funds ownership: 69.65%56.85% (-13%)

20% less funds holding in top 10

Funds holding in top 10: 9979 (-20)

30% less capital invested

Capital invested by funds: $19.4B → $13.6B (-$5.81B)

Holders
718
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
15.54%
Holding in Top 10
79
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.2%
% of All Funds
1.71%
New
79
Increased
259
Reduced
272
Closed
58
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
201
REDW Wealth
New Mexico
$3.73M -$464K -5,880 -11%
APC
202
Aspire Private Capital
North Carolina
$3.69M +$168K +2,134 +5%
ACM
203
AUA Capital Management
Pennsylvania
$3.58M
NFG
204
Next Financial Group
Texas
$3.58M -$1.14M -14,425 -24%
NFH
205
NEXT Financial Holdings
Texas
$3.58M +$3.54M +44,913 New
BFEC
206
Benjamin F. Edwards & Company
Missouri
$3.56M -$228K -2,886 -6%
NG
207
Northstar Group
New York
$3.52M +$180K +2,280 +5%
SWP
208
Stratos Wealth Partners
Ohio
$3.52M -$1.17M -14,874 -25%
PFPT
209
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.5M -$272K -3,444 -7%
SCA
210
STALEY CAPITAL ADVISERS
Pennsylvania
$3.47M -$109K -1,385 -3%
BCM
211
Brookstone Capital Management
Illinois
$3.47M +$993K +12,585 +41%
ASN
212
Advisory Services Network
Georgia
$3.46M +$295K +3,734 +9%
QA
213
Quantitative Advantage
Minnesota
$3.45M +$98.3K +1,245 +3%
BWA
214
BDO Wealth Advisors
Florida
$3.4M -$6K -76 -0.2%
NWM
215
Northwest Wealth Management
Iowa
$3.39M +$95.7K +1,213 +3%
CL
216
CPWM LLC
Washington
$3.38M -$83.2K -1,054 -2%
EVM
217
Eaton Vance Management
Massachusetts
$3.34M +$3.31M +41,918 New
WTC
218
WhitTier Trust Company
Nevada
$3.29M +$918K +11,631 +39%
PP
219
PagnatoKarp Partners
Virginia
$3.29M -$18.4K -233 -0.6%
EIG
220
Ellenbecker Investment Group
Wisconsin
$3.28M +$274K +3,471 +9%
AllianceBernstein
221
AllianceBernstein
Tennessee
$3.23M +$104K +1,312 +3%
CC
222
Callan Capital
California
$3.18M -$332K -4,213 -10%
OAM
223
Oppenheimer Asset Management
New York
$3.13M -$151K -1,908 -5%
CCM
224
Covington Capital Management
California
$3.05M +$334K +4,230 +12%
ECA
225
Elevated Capital Advisors
Utah
$3.04M +$2.9M +36,734 New

BSV Hedge Fund Activity: Q1 2019 in Review

718 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2019, worth a combined $13.6B — down 30% from $19.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BSV positions and 58 closed out — a net gain of 21 holders — while 259 added to existing stakes and 272 trimmed.

The largest buyer was Jane Street, adding an estimated $87.8M. The largest seller was Bank of America, cutting an estimated $3.18B.

  • 718 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2019, up from 706 in Q4 2018.
  • Funds reported $13.6B of Vanguard Short-Term Bond ETF stock for Q1 2019, down 30% quarter-over-quarter.
  • 79 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2019 and 58 closed out, a net change of +21 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2019 was Jane Street, an estimated $87.8M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $3.18B sold.

Based on aggregated 13F filings for Q1 2019.