We are live on ! Find out more
BSV icon

Vanguard Short-Term Bond ETF

1,026 hedge funds and large institutions have $22.7B invested in Vanguard Short-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 498 increasing their positions, 315 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 498 | Existing positions reduced: 315

34% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 56

9% more capital invested

Capital invested by funds: $20.8B → $22.7B (+$1.9B)

0.73% more ownership

Funds ownership: 65.2%65.93% (+0.73%)

1% more funds holding in top 10

Funds holding in top 10: 139140 (+1)

0% more funds holding

Funds holding: 1,0231,026 (+3)

Holders
1,026
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
17.86%
Holding in Top 10
140
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.72%
% of All Funds
2.44%
New
75
Increased
498
Reduced
315
Closed
56
Calls
$205K
Puts
Net Calls
+$205K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
RG
226
Rathbones Group
United Kingdom
$7.99M -$346K -4,212 -4%
DI
227
DAGCO Inc
Ohio
$7.98M +$1.32M +15,992 +20%
AAP
228
Arax Advisory Partners
Colorado
$7.86M +$7.87M +95,624 New
ACS
229
Archford Capital Strategies
Illinois
$7.79M +$189K +2,295 +2%
OC
230
Oppenheimer & Co
New York
$7.64M +$597K +7,258 +8%
BSA
231
Bull Street Advisors
Georgia
$7.6M +$1.34M +16,290 +21%
BFG
232
Baron Financial Group
New Jersey
$7.58M +$1.44M +17,555 +24%
WFA
233
Websterrogers Financial Advisors
South Carolina
$7.53M +$1.78M +21,583 +31%
HNB
234
Huntington National Bank
Ohio
$7.49M +$682K +8,291 New
GL
235
Graypoint LLC
New York
$7.46M +$2.22M +26,974 +42%
VCM
236
Verde Capital Management
Michigan
$7.39M +$466K +5,664 +7%
HWA
237
Heartwood Wealth Advisors
Virginia
$7.33M -$214K -2,601 -3%
NFP
238
Novak Financial Planning
Maryland
$7.28M +$1.73M +21,036 +31%
AWM
239
Avior Wealth Management
Nebraska
$7.27M +$541K +6,574 +8%
SWA
240
Sax Wealth Advisors
New Jersey
$7.22M +$2.62M +31,876 +57%
BC
241
Burleson & Co
California
$7.22M +$344K +4,179 +5%
BPA
242
Beacon Pointe Advisors
California
$7.21M -$868K -10,553 -11%
WCM
243
Windsor Capital Management
Arizona
$7.2M +$547K +6,653 +8%
WF
244
Welch & Forbes
Massachusetts
$7.2M +$850K +10,332 +13%
DJSG
245
D.J. St. Germain
Massachusetts
$7.19M
KC
246
Kingfisher Capital
North Carolina
$7.08M -$136K -1,649 -2%
FNBT
247
FineMark National Bank & Trust
Florida
$7M +$345K +4,199 +5%
CWM
248
Concentric Wealth Management
California
$6.97M +$684K +8,315 +11%
OPWM
249
Oakwell Private Wealth Management
Texas
$6.96M +$1.18M +14,328 +20%
IAN
250
Integrated Advisors Network
Texas
$6.95M +$234K +2,839 +3%

BSV Hedge Fund Activity: Q2 2021 in Review

1,026 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q2 2021, worth a combined $22.7B — up 9.1% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new BSV positions and 56 closed out — a net gain of 19 holders — while 498 added to existing stakes and 315 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.02B. The largest seller was Toews Corporation, exiting entirely with an estimated $310M sold.

  • 1,026 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q2 2021, up from 1,023 in Q1 2021.
  • Funds reported $22.7B of Vanguard Short-Term Bond ETF stock for Q2 2021, up 9.1% quarter-over-quarter.
  • 75 funds opened new Vanguard Short-Term Bond ETF positions in Q2 2021 and 56 closed out, a net change of +19 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $1.02B added.
  • The largest Vanguard Short-Term Bond ETF seller in Q2 2021 was Toews Corporation, an estimated $310M sold.

Based on aggregated 13F filings for Q2 2021.