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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
GFPC
276
Global Financial Private Client
Florida
$3.51M -$853K -10,310 -20%
WWM
277
Windsor Wealth Management
Indiana
$3.5M +$1.86M +22,442 +114%
PFM
278
Phillips Financial Management
Indiana
$3.48M -$125K -1,515 -3%
BFEC
279
Benjamin F. Edwards & Company
Missouri
$3.47M -$672K -8,128 -16%
FWP
280
FAS Wealth Partners
Kansas
$3.38M +$3.34M +40,352 +15,285%
SCA
281
Stokes Capital Advisors
South Carolina
$3.36M +$3.34M +40,419 New
NEPWA
282
New England Private Wealth Advisors
Massachusetts
$3.35M +$16.3K +197 +0.5%
MW
283
Marcum Wealth
Ohio
$3.29M +$674K +8,152 +26%
CA
284
Cambridge Associates
Massachusetts
$3.24M
WF
285
Welch & Forbes
Massachusetts
$3.23M +$1.47M +17,830 +85%
SIS
286
SVB Investment Services
Utah
$3.22M +$558K +6,747 +21%
RW
287
REDW Wealth
New Mexico
$3.19M -$39.7K -480 -1%
WS
288
Wela Strategies
Georgia
$3.19M +$384K +4,640 +14%
IFAM
289
Institutional & Family Asset Management
Colorado
$3.13M -$60.9K -736 -2%
HPC
290
HM Payson & Co
Maine
$3.12M +$128K +1,550 +4%
EH
291
Equitable Holdings
New York
$3.11M +$1.34M +16,183 +76%
KC
292
Kingfisher Capital
North Carolina
$3.1M -$98.9K -1,196 -3%
SCA
293
STALEY CAPITAL ADVISERS
Pennsylvania
$3.1M -$554K -6,700 -15%
ECA
294
Elevated Capital Advisors
Utah
$3.09M +$3.08M +37,204 New
FAIM
295
Financial Advocates Investment Management
Washington
$3.09M -$221K -2,672 -7%
CL
296
CPWM LLC
Washington
$3.08M +$70.3K +850 +2%
NWM
297
Northwest Wealth Management
Iowa
$3.04M -$542K -6,554 -15%
HDIM
298
Hanson & Doremus Investment Management
Vermont
$3.01M -$18.9K -229 -0.6%
LS
299
Liquid Strategies
Georgia
$3M +$2.99M +36,200 New
Lazard Asset Management
300
Lazard Asset Management
New York
$2.97M

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.