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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
KW
301
KWB Wealth
California
$5.18M -$29.9K -363 -0.6%
IWA
302
Inspirion Wealth Advisors
Illinois
$5.15M -$2.33M -28,317 -31%
SFS
303
Sowell Financial Services
Arkansas
$5.09M -$15.2M -184,838 -75%
PAS
304
Park Avenue Securities
New York
$5.06M +$427K +5,191 +9%
CWM
305
Cranbrook Wealth Management
Michigan
$5.06M -$100K -1,221 -2%
GM
306
GeoWealth Management
Illinois
$5.04M +$166K +2,021 +3%
SWM
307
Selective Wealth Management
Virginia
$4.99M +$3.34M +40,567 +201%
PCG
308
Private Capital Group
Connecticut
$4.98M -$186K -2,262 -4%
CCM
309
Colorado Capital Management
Colorado
$4.91M -$698K -8,488 -12%
APCM
310
Alaska Permanent Capital Management
Alaska
$4.89M +$4.18M +50,866 +591%
UA
311
Unison Advisors
District of Columbia
$4.88M -$277K -3,373 -5%
TCOV
312
Trust Company of Vermont
Vermont
$4.86M +$561K +6,815 +13%
Bank Julius Baer & Co
313
Bank Julius Baer & Co
Switzerland
$4.86M +$1.5M +18,199 +44%
SW
314
SVB Wealth
Massachusetts
$4.83M +$740K +8,990 +18%
MECA
315
Miller Equity Capital Advisors
Texas
$4.77M +$74.9K +910 +2%
RVPG
316
Relative Value Partners Group
$4.67M -$245K -2,976 -5%
SW
317
StrongBox Wealth
Missouri
$4.62M -$1.54M -18,732 -25%
EG
318
Enstar Group
Bermuda
$4.61M
PIMG
319
Patriot Investment Management Group
Tennessee
$4.59M +$530K +6,448 +13%
OAM
320
Oppenheimer Asset Management
New York
$4.59M +$86.7K +1,054 +2%
1WA
321
180 Wealth Advisors
Washington
$4.58M -$5.84K -71 -0.1%
AC
322
Applied Capital
Arkansas
$4.53M -$71.3K -867 -2%
KOMWMG
323
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$4.51M +$529K +6,428 +13%
EH
324
Equitable Holdings
New York
$4.45M +$16.6K +202 +0.4%
FIM
325
Freedom Investment Management
Connecticut
$4.43M -$1.04M -12,588 -19%

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.