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Vanguard Short-Term Bond ETF

646 hedge funds and large institutions have $17.4B 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, 247 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 7173 (+2)

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

2% more capital invested

Capital invested by funds: $17.2B → $17.4B (+$268M)

0% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 247

0.32% more ownership

Funds ownership: 68.83%69.15% (+0.32%)

0% more funds holding

Funds holding: 646646 (0)

Holders
646
Holders Change
Holders Change %
0%
% of All Funds
14.77%
Holding in Top 10
73
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.82%
% of All Funds
1.67%
New
59
Increased
248
Reduced
247
Closed
56
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
$5.12B -$6.98M -89,323 -0.1%
TF
2
TIAA FSB
Florida
$1.59B +$54.1M +692,776 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.44B +$112M +1,431,276 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.17B +$49.6M +634,605 +4%
Wells Fargo
5
Wells Fargo
California
$852M -$46.9M -599,833 -5%
Morgan Stanley
6
Morgan Stanley
New York
$683M -$34.2M -438,172 -5%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$425M -$21.6M -276,053 -5%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$424M +$31.2M +399,040 +8%
PCA
9
Personal Capital Advisors
California
$345M +$28.1M +359,291 +9%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$336M +$147M +1,878,482 +77%
BCMIO
11
Beacon Capital Management Inc (Ohio)
Ohio
$255M -$90.2M -1,154,469 -26%
USAA
12
United Services Automobile Association
Texas
$223M -$12.5M -159,696 -5%
LPL Financial
13
LPL Financial
California
$213M +$10.8M +138,636 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$178M +$5.69M +72,786 +3%
UBS Group
15
UBS Group
Switzerland
$172M -$4.89M -62,542 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$131M -$13.9M -178,458 -10%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$131M +$667K +8,541 +0.5%
MIS
18
Morningstar Investment Services
Illinois
$114M +$10.5M +134,840 +10%
AG
19
Advisor Group
Arizona
$112M +$41.4M +529,716 +58%
AB
20
AT Bancorp
Iowa
$109M +$1.08M +13,857 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$108M +$6.93M +88,715 +7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$107M -$658K -8,422 -0.6%
Stifel Financial
23
Stifel Financial
Missouri
$105M -$28.4M -363,960 -21%
SB
24
Suntrust Banks
Georgia
$95.3M +$10M +128,380 +12%
CWM
25
Cornerstone Wealth Management
Missouri
$83.5M -$26.5M -338,699 -5%

BSV Hedge Fund Activity: Q3 2018 in Review

646 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2018, worth a combined $17.4B — up 1.6% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BSV positions and 56 closed out — a net gain of 3 holders — while 248 added to existing stakes and 247 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.

  • 646 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $17.4B 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 56 closed out, a net change of +3 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.