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Vanguard Short-Term Bond ETF

859 hedge funds and large institutions have $15.4B invested in Vanguard Short-Term Bond ETF in 2020 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 372 increasing their positions, 248 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 52

50% more repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 248

6% more funds holding in top 10

Funds holding in top 10: 9095 (+5)

5% more funds holding

Funds holding: 816859 (+43)

4% more capital invested

Capital invested by funds: $14.7B → $15.4B (+$629M)

0.09% less ownership

Funds ownership: 63.4%63.3% (-0.09%)

Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
17.61%
Holding in Top 10
95
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.56%
% of All Funds
1.95%
New
101
Increased
372
Reduced
248
Closed
52
Calls
$224K
Puts
Net Calls
+$224K
Net Calls Change
+$544K
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
226
HawsGoodwin Investment Management
Tennessee
$4.83M -$590K -7,129 -11%
ASN
227
Advisory Services Network
Georgia
$4.79M +$944K +11,414 +25%
RIA
228
Regal Investment Advisors
Michigan
$4.78M +$1.37M +16,563 +41%
IP
229
Investment Partners
Ohio
$4.76M +$3.07M +37,093 +183%
FAT
230
First American Trust
California
$4.72M -$27.1K -328 -0.6%
B
231
Barings
North Carolina
$4.68M
KIM
232
Karpus Investment Management
New York
$4.68M +$192K +2,325 +4%
Cohen & Steers
233
Cohen & Steers
New York
$4.66M +$4.63M +56,000 New
BOH
234
Bank of Hawaii
Hawaii
$4.63M +$723K +8,737 +19%
OIA
235
OneDigital Investment Advisors
Kansas
$4.62M
NG
236
Northstar Group
New York
$4.62M +$389K +4,700 +9%
BAM
237
Baldrige Asset Management
Pennsylvania
$4.61M -$95.9K -1,159 -2%
MECA
238
Miller Equity Capital Advisors
Texas
$4.49M
WTC
239
WhitTier Trust Company
Nevada
$4.46M -$570K -6,893 -11%
FMT
240
First Mercantile Trust
Tennessee
$4.44M -$8.27M -99,951 -65%
PCIG
241
Partners Capital Investment Group
Massachusetts
$4.41M
MAFM
242
Mid Atlantic Financial Management
Pennsylvania
$4.41M +$1.56M +18,883 +55%
CG
243
Colony Group
Massachusetts
$4.38M -$2.94M -35,527 -40%
LSAG
244
Lake Street Advisors Group
New Hampshire
$4.36M +$689K +8,330 +19%
JFGIW
245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.34M +$2.57M +31,091 +147%
FHC
246
First Heartland Consultants
Missouri
$4.33M +$68.9K +833 +2%
CWM
247
Cornerstone Wealth Management
Missouri
$4.25M +$27K +326 +0.6%
FA
248
Fortis Advisors
Pennsylvania
$4.25M -$709K -8,574 -14%
OAM
249
Oppenheimer Asset Management
New York
$4.2M +$52.3K +632 +1%
Renaissance Technologies
250
Renaissance Technologies
New York
$4.2M -$5.32M -64,298 -56%

BSV Hedge Fund Activity: Q2 2020 in Review

859 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2020, worth a combined $15.4B — up 4.3% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new BSV positions and 52 closed out — a net gain of 49 holders — while 372 added to existing stakes and 248 trimmed.

The largest buyer was Ameriprise, adding an estimated $107M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $437M.

  • 859 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2020, up from 816 in Q1 2020.
  • Funds reported $15.4B of Vanguard Short-Term Bond ETF stock for Q2 2020, up 4.3% quarter-over-quarter.
  • 101 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2020 and 52 closed out, a net change of +49 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2020 was Ameriprise, an estimated $107M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2020 was Beacon Capital Management Inc (Ohio), an estimated $437M sold.

Based on aggregated 13F filings for Q2 2020.