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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
FA
251
Fortis Advisors
Pennsylvania
$6.86M -$2.76M -33,506 -29%
PMA
252
Prudent Man Advisors
Illinois
$6.66M
WA
253
Wealth Architects
California
$6.64M -$24.3K -295 -0.4%
SC
254
Scotia Capital
Ontario, Canada
$6.59M +$2.87M +34,885 +77%
TIAM2
255
Tru Independence Asset Management 2
Oregon
$6.55M +$1.78M +21,614 +37%
TM
256
Titan Managers
Arizona
$6.54M
ONB
257
Old National Bancorp
Indiana
$6.5M -$6.17K -75 -0.1%
CWAG
258
Compton Wealth Advisory Group
Virginia
$6.42M +$504K +6,124 +9%
SFA
259
Semmax Financial Advisors
North Carolina
$6.4M +$600K +7,295 +10%
CCM
260
Covington Capital Management
California
$6.38M +$603K +7,332 +10%
AC
261
Alexandria Capital
Virginia
$6.36M -$246K -2,989 -4%
DHFB
262
Dixon Hubard Feinour & Brown
Virginia
$6.36M +$6.37M +77,374 New
AIM
263
Arcadia Investment Management
Michigan
$6.35M -$406K -4,935 -6%
ASN
264
Advisory Services Network
Georgia
$6.29M +$119K +1,448 +2%
William Blair & Company
265
William Blair & Company
Illinois
$6.22M -$21.6M -262,552 -78%
FWM
266
Frontier Wealth Management
Missouri
$6.19M -$583K -7,084 -9%
SIA
267
Strategic Investment Advisors
Michigan
$6.1M +$245K +2,977 +4%
MWM
268
McNaughton Wealth Management
California
$6.09M +$576K +7,006 +10%
WA
269
WBH Advisory
Maryland
$6.08M +$1.57M +19,049 +35%
MAFM
270
Mid Atlantic Financial Management
Pennsylvania
$6.01M -$1.71M -20,786 -22%
FAT
271
First American Trust
California
$5.99M +$209K +2,540 +4%
MA
272
Modus Advisors
Minnesota
$5.96M -$139K -1,691 -2%
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$5.95M +$445K +5,410 +8%
FWP
274
FAS Wealth Partners
Kansas
$5.93M -$54.2K -659 -0.9%
WT
275
Whittier Trust
California
$5.92M -$532K -6,468 -8%

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.