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Vanguard Short-Term Bond ETF

726 hedge funds and large institutions have $12.6B invested in Vanguard Short-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 285 increasing their positions, 246 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 246

1% less funds holding

Funds holding: 733726 (-7)

2% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 63

4.37% less ownership

Funds ownership: 62%57.62% (-4.4%)

9% less capital invested

Capital invested by funds: $13.9B → $12.6B (-$1.3B)

10% less funds holding in top 10

Funds holding in top 10: 7063 (-7)

Holders
726
Holders Change
-7
Holders Change %
-0.95%
% of All Funds
15.92%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.38%
New
62
Increased
285
Reduced
246
Closed
63
Calls
$2.19M
Puts
Net Calls
+$2.19M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
201
Benjamin F. Edwards & Company
Missouri
$3.89M -$115K -1,422 -3%
EI
202
Ellevest Inc
New York
$3.81M -$6.14M -76,088 -62%
NWM
203
Northwest Wealth Management
Iowa
$3.71M +$14.4K +178 +0.4%
QA
204
Quantitative Advantage
Minnesota
$3.59M +$104K +1,293 +3%
RW
205
REDW Wealth
New Mexico
$3.59M +$152K +1,882 +4%
ACM
206
AUA Capital Management
Pennsylvania
$3.57M
BSA
207
Bull Street Advisors
Georgia
$3.56M +$3.56M +44,127 New
ASN
208
Advisory Services Network
Georgia
$3.53M
HDIM
209
Hanson & Doremus Investment Management
Vermont
$3.5M -$43.3K -537 -1%
PP
210
PagnatoKarp Partners
Virginia
$3.46M +$40.5K +502 +1%
BOH
211
Bank of Hawaii
Hawaii
$3.37M -$509K -6,306 -13%
CT
212
Coastline Trust
Rhode Island
$3.35M +$1.16M +14,430 +53%
IFAM
213
Institutional & Family Asset Management
Colorado
$3.35M -$4.96M -61,443 -60%
BWA
214
BDO Wealth Advisors
Florida
$3.33M -$121K -1,500 -4%
NG
215
Northstar Group
New York
$3.3M +$3.23K +40 +0.1%
SPIA
216
Steward Partners Investment Advisory
New York
$3.29M -$410K -5,079 -11%
OAM
217
Oppenheimer Asset Management
New York
$3.29M +$72.4K +897 +2%
SCA
218
STALEY CAPITAL ADVISERS
Pennsylvania
$3.14M -$387K -4,800 -11%
NEPWA
219
New England Private Wealth Advisors
Massachusetts
$3.04M +$17.4K +216 +0.6%
PFPT
220
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.04M -$106K -1,310 -3%
EVM
221
Eaton Vance Management
Massachusetts
$2.98M -$17.3K -215 -0.6%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$2.92M +$41.5K +515 +1%
CL
223
CPWM LLC
Washington
$2.92M +$26K +322 +0.9%
SIA
224
SeaBridge Investment Advisors
New Jersey
$2.91M -$14.5K -180 -0.5%
CA
225
Cambridge Associates
Massachusetts
$2.9M

BSV Hedge Fund Activity: Q3 2019 in Review

726 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2019, worth a combined $12.6B — down 9.3% from $13.9B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of BSV and 62 opened new positions — a net loss of 1 holder — while 246 trimmed existing stakes and 285 added.

The largest buyer was Bank of America, adding an estimated $80.1M. The largest seller was JP Morgan Chase, cutting an estimated $1.26B.

  • 726 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2019, down from 733 in Q2 2019.
  • Funds reported $12.6B of Vanguard Short-Term Bond ETF stock for Q3 2019, down 9.3% quarter-over-quarter.
  • 62 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2019 and 63 closed out, a net change of -1 holder.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2019 was Bank of America, an estimated $80.1M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2019 was JP Morgan Chase, an estimated $1.26B sold.

Based on aggregated 13F filings for Q3 2019.