Vanguard Short-Term Bond ETF
645 hedge funds and large institutions have $17.3B 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, 246 reducing their positions, and 55 closing their positions.
3% more funds holding in top 10
Funds holding in top 10: 71 → 73 (+2)
7% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 55
2% more capital invested
Capital invested by funds: $17.1B → $17.3B (+$269M)
1% more repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 246
0.45% more ownership
Funds ownership: 66.69% → 67.14% (+0.45%)
0% more funds holding
Funds holding: 644 → 645 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$147M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$112M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$54.1M |
| 4 |
JP Morgan Chase
New York
|
+$49.6M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$41.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$90.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$46.9M |
| 3 |
Morgan Stanley
New York
|
-$34.2M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$28.4M |
| 5 |
RW
REDW Wealth
Albuquerque,
New Mexico
|
-$26.5M |
BSV Hedge Fund Activity: Q3 2018 in Review
645 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2018, worth a combined $17.3B — up 1.6% from $17.1B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new BSV positions and 55 closed out — a net gain of 4 holders — while 248 added to existing stakes and 246 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.
- 645 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2018, up from 644 in Q2 2018.
- Funds reported $17.3B 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 55 closed out, a net change of +4 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.