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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
BSA
251
Bull Street Advisors
Georgia
$4.18M +$447K +5,408 +12%
FPIS
252
Financial Planning & Information Services
Wisconsin
$4.16M +$1.92M +23,224 +87%
SEI Investments
253
SEI Investments
Pennsylvania
$4.16M +$3.82M +46,211 +1,220%
FFG
254
Fullen Financial Group
Ohio
$4.16M +$4.13M +49,996 New
LNC
255
Lincoln National Corp
Pennsylvania
$4.12M +$2.13M +25,727 +108%
BNP Paribas Financial Markets
256
BNP Paribas Financial Markets
France
$3.96M -$13.7M -165,123 -78%
SFA
257
Semmax Financial Advisors
North Carolina
$3.95M +$146K +1,765 +4%
AIS
258
American Investment Services
Massachusetts
$3.95M -$438K -5,294 -10%
HB
259
Homrich & Berg
Georgia
$3.91M +$257K +3,107 +7%
MA
260
Mutual Advisors
Nebraska
$3.84M +$1.43M +17,301 +60%
CAGAS
261
Capital Advisory Group Advisory Services
Minnesota
$3.82M +$3.58M +43,322 +1,643%
CANC
262
Culbertson A N & Co
Virginia
$3.82M +$219K +2,650 +6%
AWS
263
AJ Wealth Strategies
New York
$3.81M -$4.3M -51,989 -53%
EK
264
Evensky & Katz
Florida
$3.79M +$267K +3,226 +8%
GL
265
Graypoint LLC
New York
$3.77M +$3.03M +36,641 +423%
Cetera Investment Advisers
266
Cetera Investment Advisers
Illinois
$3.73M +$150K +1,813 +4%
SWP
267
Stratos Wealth Partners
Ohio
$3.72M +$1.54M +18,568 +71%
AAS
268
Annex Advisory Services
Wisconsin
$3.71M +$2.93M +35,425 +385%
TPWA
269
TRUE Private Wealth Advisors
Oregon
$3.7M +$3.69M +44,562 New
CAG
270
Crestwood Advisors Group
Massachusetts
$3.69M +$3.43M +41,450 +1,412%
OWA
271
Outlook Wealth Advisors
Texas
$3.67M +$3.65M +44,177 New
BFPW
272
BOK Financial Private Wealth
Colorado
$3.67M +$1.07M +12,897 +41%
SC
273
Scotia Capital
Ontario, Canada
$3.53M +$1.44M +17,365 +69%
TNBTD
274
Trustmark National Bank Trust Department
Mississippi
$3.52M +$3.17M +38,308 +939%
WA
275
Wealth Architects
California
$3.52M +$1.14M +13,793 +48%

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.