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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
ACM
326
AlphaStar Capital Management
North Carolina
$2.55M +$297K +3,589 +13%
SC
327
Savant Capital
Illinois
$2.52M +$174K +2,107 +7%
RBA
328
Richard Bernstein Advisors
New York
$2.51M +$192K +2,325 +8%
SPIA
329
Steward Partners Investment Advisory
New York
$2.49M -$338K -4,091 -12%
OMC
330
Old Mission Capital
Illinois
$2.47M -$1.33M -16,081 -35%
CA
331
Calton & Associates
Florida
$2.43M -$309K -3,731 -11%
BW
332
Bison Wealth
Georgia
$2.39M -$42.9K -519 -2%
FSA
333
Financial Sense Advisors
California
$2.38M -$855K -10,344 -27%
RC
334
RegentAtlantic Capital
New Jersey
$2.35M -$284K -3,432 -11%
NFG
335
Nations Financial Group
Iowa
$2.33M +$303K +3,660 +15%
Koshinski Asset Management
336
Koshinski Asset Management
Illinois
$2.32M +$229K +2,768 +11%
SPC
337
Sigma Planning Corp
Michigan
$2.31M -$31.8K -384 -1%
PL
338
Plancorp LLC
Missouri
$2.25M +$169K +2,044 +8%
DY
339
Dowling & Yahnke
California
$2.2M +$380K +4,599 +21%
EWM
340
Empirical Wealth Management
Washington
$2.19M -$443K -5,356 -17%
SI
341
Stephens Inc
Arkansas
$2.18M -$54.4K -658 -2%
DAS
342
Dynamic Advisor Solutions
Arizona
$2.17M +$1.22M +14,723 +129%
PG
343
Proffitt & Goodson
Tennessee
$2.14M +$83.1K +1,005 +4%
WB
344
Webster Bank
Connecticut
$2.13M -$147K -1,773 -6%
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
$2.12M -$240K -2,902 -10%
EAM
346
Evanson Asset Management
California
$2.11M +$13.4K +162 +0.6%
BWA
347
Beam Wealth Advisors
Louisiana
$2.1M +$1.83M +22,097 +701%
N
348
Natixis
France
$2.08M +$363K +4,388 +21%
AW
349
Alpha Windward
Massachusetts
$2.08M -$277K -3,355 -12%
SCP
350
Seizert Capital Partners
Michigan
$2.06M +$2.65K +32 +0.1%

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.