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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
LIG
276
Lokken Investment Group
Delaware
$5.89M +$63.7K +774 +1%
LWMG
277
Levy Wealth Management Group
Pennsylvania
$5.87M +$574K +6,978 +11%
FVWA
278
Foster Victor Wealth Advisors
South Carolina
$5.85M +$237K +2,875 +4%
SPC
279
Sigma Planning Corp
Michigan
$5.83M +$541K +6,579 +10%
TPA
280
Trivium Point Advisory
Connecticut
$5.81M +$3.84M +46,626 +193%
ACM
281
AlphaStar Capital Management
North Carolina
$5.8M +$759K +9,223 +15%
Natixis Advisors
282
Natixis Advisors
Massachusetts
$5.77M -$293K -3,556 -5%
EWMCB
283
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.73M +$351K +4,267 +7%
AIA
284
Arbor Investment Advisors
North Carolina
$5.72M -$2.46M -29,899 -30%
W
285
Wealthquest
Ohio
$5.72M +$2.78M +33,778 +94%
IA
286
IFG Advisory
Georgia
$5.66M +$215K +2,612 +4%
MAS
287
Managed Account Services
Florida
$5.62M -$441K -5,363 -7%
AIS
288
American Investment Services
Massachusetts
$5.6M +$442K +5,373 +9%
MW
289
Marks Wealth
Maryland
$5.6M +$295K +3,584 +6%
CAM
290
Cresset Asset Management
Illinois
$5.54M -$7.27M -88,424 -57%
Mariner
291
Mariner
Kansas
$5.53M +$3.87M +47,101 +233%
CA
292
Cambridge Associates
Massachusetts
$5.42M +$37K +450 +0.7%
FHC
293
First Heartland Consultants
Missouri
$5.41M +$250K +3,037 +5%
FA
294
Fagan Associates
New York
$5.37M +$21K +255 +0.4%
NG
295
Northstar Group
New York
$5.35M -$38.5K -468 -0.7%
ACM
296
Armbruster Capital Management
New York
$5.33M +$665K +8,088 +14%
RIA
297
Regal Investment Advisors
Michigan
$5.31M +$1.17M +14,192 +28%
HIM
298
Hanlon Investment Management
New Jersey
$5.25M +$333K +4,053 +7%
MA
299
MUFG Americas
New York
$5.25M +$116K +1,415 +2%
KFS
300
Kelly Financial Services
Massachusetts
$5.24M +$35.4M +430,360 New

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.