We are live on ! Find out more
BSV icon

Vanguard Short-Term Bond ETF

733 hedge funds and large institutions have $13.9B invested in Vanguard Short-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 287 increasing their positions, 259 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 50

11% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 259

5.15% more ownership

Funds ownership: 56.84%62% (+5.2%)

2% more funds holding

Funds holding: 717733 (+16)

2% more capital invested

Capital invested by funds: $13.6B → $13.9B (+$280M)

11% less funds holding in top 10

Funds holding in top 10: 7970 (-9)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
733
Holders Change
+16
Holders Change %
+2.23%
% of All Funds
15.92%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
1.52%
New
77
Increased
287
Reduced
259
Closed
50
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
AACR
201
ACR Alpine Capital Research
Missouri
$3.96M -$152K -1,909 -4%
BOH
202
Bank of Hawaii
Hawaii
$3.87M -$845K -10,594 -18%
APC
203
Aspire Private Capital
North Carolina
$3.84M +$107K +1,338 +3%
CCM
204
Covington Capital Management
California
$3.82M +$730K +9,148 +24%
SPIA
205
Steward Partners Investment Advisory
New York
$3.69M +$766K +9,608 +27%
NWM
206
Northwest Wealth Management
Iowa
$3.69M +$249K +3,118 +7%
NA
207
NextCapital Advisers
Illinois
$3.56M +$3.26M +40,921 +141%
ACM
208
AUA Capital Management
Pennsylvania
$3.56M -$66.2K -830 -2%
HDIM
209
Hanson & Doremus Investment Management
Vermont
$3.54M -$275K -3,443 -7%
ASN
210
Advisory Services Network
Georgia
$3.53M +$25.3K +317 +0.7%
SCA
211
STALEY CAPITAL ADVISERS
Pennsylvania
$3.51M
PCG
212
Private Capital Group
Connecticut
$3.47M -$3.62M -45,411 -51%
QA
213
Quantitative Advantage
Minnesota
$3.47M -$18.9K -237 -0.5%
BWA
214
BDO Wealth Advisors
Florida
$3.44M
EI
215
Ellevest Inc
New York
$3.42M -$36.6K -459 -0.4%
RW
216
REDW Wealth
New Mexico
$3.42M -$344K -4,308 -9%
PP
217
PagnatoKarp Partners
Virginia
$3.4M +$78.5K +985 +2%
NG
218
Northstar Group
New York
$3.29M -$269K -3,375 -8%
OAM
219
Oppenheimer Asset Management
New York
$3.21M +$44.8K +562 +1%
KIM
220
Karpus Investment Management
New York
$3.18M +$1.42M +17,850 +82%
AWM
221
AE Wealth Management
Kansas
$3.14M +$692K +8,676 +29%
PFPT
222
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.13M -$402K -5,043 -11%
NEPWA
223
New England Private Wealth Advisors
Massachusetts
$3.01M +$353K +4,427 +13%
EIG
224
Ellenbecker Investment Group
Wisconsin
$2.99M -$323K -4,049 -10%
EVM
225
Eaton Vance Management
Massachusetts
$2.99M -$380K -4,765 -11%

BSV Hedge Fund Activity: Q2 2019 in Review

733 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2019, worth a combined $13.9B — up 2.1% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new BSV positions and 50 closed out — a net gain of 27 holders — while 287 added to existing stakes and 259 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $68.9M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $109M.

  • 733 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2019, up from 717 in Q1 2019.
  • Funds reported $13.9B of Vanguard Short-Term Bond ETF stock for Q2 2019, up 2.1% quarter-over-quarter.
  • 77 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2019 and 50 closed out, a net change of +27 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $68.9M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $109M sold.

Based on aggregated 13F filings for Q2 2019.