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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
NL
326
Navalign LLC
California
$4.43M -$3.27M -39,763 -42%
HTC
327
Haverford Trust Company
Pennsylvania
$4.42M +$4.42M +53,774 New
SIM
328
Sadoff Investment Management
Wisconsin
$4.42M -$346K -4,200 -7%
CANC
329
Culbertson A N & Co
Virginia
$4.41M +$244K +2,960 +6%
CIBC World Market
330
CIBC World Market
Ontario, Canada
$4.4M +$2.16M +26,235 +96%
RCM
331
Requisite Capital Management
Texas
$4.39M
JWS
332
Juncture Wealth Strategies
Arizona
$4.37M -$30K -365 -0.7%
GVAG
333
Great Valley Advisor Group
Delaware
$4.37M +$3.44M +41,785 +368%
SWM
334
SeaCrest Wealth Management
New York
$4.36M +$295K +3,585 +7%
CG
335
Colony Group
Massachusetts
$4.31M -$18.2K -221 -0.4%
CFAM
336
Center For Asset Management
Florida
$4.31M -$491K -5,972 -10%
TPWA
337
TRUE Private Wealth Advisors
Oregon
$4.29M +$61.3K +745 +1%
BIA
338
BHK Investment Advisors
Alabama
$4.26M +$741K +9,005 +21%
AACR
339
ACR Alpine Capital Research
Missouri
$4.24M -$19.7K -240 -0.5%
FF
340
Fluent Financial
Texas
$4.22M +$150K +1,827 +4%
JWCA
341
J.W. Cole Advisors
Florida
$4.21M +$882K +10,724 +26%
EWM
342
Endurance Wealth Management
Rhode Island
$4.21M +$1M +12,200 +31%
SPIA
343
Steward Partners Investment Advisory
New York
$4.21M -$750K -9,119 -15%
PCA
344
Pallas Capital Advisors
Massachusetts
$4.19M +$3.18M +38,707 +317%
FPWM
345
FSB Premier Wealth Management
Iowa
$4.16M +$12.9K +157 +0.3%
LSAG
346
Lake Street Advisors Group
New Hampshire
$4.13M -$251K -3,046 -6%
PMG
347
ProVise Management Group
Florida
$4.13M -$1.86M -22,658 -31%
TFA
348
Tranquilli Financial Advisor
New Jersey
$4.1M +$60K +729 +1%
IA
349
IFP Advisors
Florida
$4.09M +$1.3M +15,760 +46%
PWM
350
Perigon Wealth Management
California
$4.01M -$302K -3,668 -7%

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.