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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
FHA
351
First Horizon Advisors
Tennessee
$4M +$856K +10,406 +27%
RIM
352
Rockbridge Investment Management
New York
$3.98M +$699K +8,499 +21%
WTC
353
WhitTier Trust Company
Nevada
$3.97M -$134K -1,626 -3%
EK
354
Evensky & Katz
Florida
$3.97M -$67.5K -820 -2%
CCM
355
Crabel Capital Management
California
$3.96M +$211K +2,568 +6%
Franklin Resources
356
Franklin Resources
California
$3.95M -$384K -4,666 -9%
BOH
357
Bank of Hawaii
Hawaii
$3.9M +$149K +1,815 +4%
Vanguard Group
358
Vanguard Group
Pennsylvania
$3.83M -$13.5M -163,800 -78%
HPC
359
HM Payson & Co
Maine
$3.81M -$315K -3,825 -8%
FLI
360
Family Legacy Inc
South Carolina
$3.79M +$38.9K +473 +1%
LFF
361
Level Four Financial
Texas
$3.78M +$129K +1,566 +4%
BFEC
362
Benjamin F. Edwards & Company
Missouri
$3.74M -$153K -1,861 -4%
BAM
363
Baldrige Asset Management
Pennsylvania
$3.74M -$106K -1,287 -3%
WFA
364
Wellspring Financial Advisors
Ohio
$3.69M +$3.69M +44,852 New
AFP
365
Ausdal Financial Partners
Iowa
$3.59M -$399K -4,856 -10%
SC
366
Slow Capital
California
$3.58M +$213K +2,585 +6%
TFM
367
TFC Financial Management
Massachusetts
$3.55M -$66.4K -807 -2%
PG
368
Proffitt & Goodson
Tennessee
$3.53M +$294K +3,568 +9%
JFGIW
369
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.51M +$144K +1,745 +4%
SAMC
370
Spectrum Asset Management (California)
California
$3.46M -$4.11K -50 -0.1%
KWM
371
Kingsview Wealth Management
Oregon
$3.46M -$220K -2,671 -6%
BS
372
Banco Santander
Spain
$3.44M
FMC
373
Financial Management Concepts
Florida
$3.43M +$485K +5,901 +17%
RFC
374
Regions Financial Corp
Alabama
$3.41M +$17.4K +211 +0.5%
AC
375
Annandale Capital
Texas
$3.4M -$1.11M -13,547 -25%

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.