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Vanguard Short-Term Bond ETF

433 hedge funds and large institutions have $9.89B invested in Vanguard Short-Term Bond ETF in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 166 increasing their positions, 148 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

14% more funds holding in top 10

Funds holding in top 10: 4956 (+7)

12% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 148

4% more funds holding

Funds holding: 417433 (+16)

4% more capital invested

Capital invested by funds: $9.48B → $9.89B (+$407M)

0.02% more ownership

Funds ownership: 60.07%60.09% (+0.02%)

Holders
433
Holders Change
+16
Holders Change %
+3.84%
% of All Funds
12.09%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
1.56%
New
39
Increased
166
Reduced
148
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.29B +$1.34B +16,671,896 +141%
Wells Fargo
2
Wells Fargo
California
$1.01B +$19.5M +243,211 +2%
TCT
3
TIAA CREF Trust
Missouri
$898M +$33.3M +415,929 +4%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$787M +$18.9M +235,952 +2%
Morgan Stanley
5
Morgan Stanley
New York
$618M +$57.7M +720,303 +10%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$465M +$405M +5,052,051 +690%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$390M +$36.8M +459,129 +10%
IA
8
IndexIQ Advisors
New York
$194M -$117M -1,455,262 -38%
UBS Group
9
UBS Group
Switzerland
$184M +$12.7M +158,435 +7%
USAA
10
United Services Automobile Association
Texas
$179M +$51.2M +638,743 +40%
AssetMark Inc
11
AssetMark Inc
California
$149M +$133M +1,664,671 +868%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$131M +$33.3M +415,138 +34%
WCM
13
Windham Capital Management
Massachusetts
$103M +$86.4M +1,078,361 +522%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$73M +$5.49M +68,495 +8%
SB
15
Suntrust Banks
Georgia
$70.9M -$10.7M -133,581 -13%
Stifel Financial
16
Stifel Financial
Missouri
$69.5M +$2.24M +27,964 +3%
SMM
17
Stadion Money Management
Georgia
$65.1M +$19.2M +239,705 +42%
PCA
18
Personal Capital Advisors
California
$62.5M +$6.09M +76,010 +11%
IH
19
IFC Holdings
Florida
$53.9M +$1.81M +22,615 +3%
ZB
20
Zions Bancorporation
Utah
$52.3M -$29M -362,263 -36%
EFM
21
Equinox Fund Management
Colorado
$50.4M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$49.9M -$749K -9,345 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$46.9M +$1.99M +24,890 +4%
LPL Financial
24
LPL Financial
California
$46.1M +$206K +2,567 +0.4%
EA
25
Efficient Advisors
Ohio
$44.9M -$1.42M -17,687 -3%

BSV Hedge Fund Activity: Q3 2015 in Review

433 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2015, worth a combined $9.89B — up 4.3% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BSV positions and 20 closed out — a net gain of 19 holders — while 166 added to existing stakes and 148 trimmed.

The largest buyer was Bank of America, adding an estimated $1.34B. The largest seller was Aegon USA Investment Management, exiting entirely with an estimated $657M sold.

  • 433 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2015, up from 417 in Q2 2015.
  • Funds reported $9.89B of Vanguard Short-Term Bond ETF stock for Q3 2015, up 4.3% quarter-over-quarter.
  • 39 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2015 and 20 closed out, a net change of +19 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2015 was Bank of America, an estimated $1.34B added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2015 was Aegon USA Investment Management, an estimated $657M sold.

Based on aggregated 13F filings for Q3 2015.