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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
GJIC
376
Gamble Jones Investment Counsel
California
$1.7M -$24.8K -300 -1%
SAG
377
Spotlight Asset Group
Illinois
$1.7M +$1.69M +20,439 New
RJT
378
Raymond James Trust
Florida
$1.7M -$20.7K -250 -1%
KOMWMG
379
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.68M +$1.67M +20,166 New
MFW
380
Mosaic Family Wealth
Missouri
$1.65M +$583K +7,055 +55%
PS
381
Portfolio Solutions
Michigan
$1.65M +$1.11M +13,417 +209%
LIA
382
LBMC Investment Advisors
Tennessee
$1.63M +$1.12M +13,513 +223%
CWC
383
Carolinas Wealth Consulting
North Carolina
$1.62M +$620K +7,496 +63%
GWM
384
Geneos Wealth Management
Colorado
$1.61M +$821K +9,932 +105%
BS
385
Boenning & Scattergood
Pennsylvania
$1.6M +$12.5K +151 +0.8%
LWAC
386
Laurel Wealth Advisors (California)
California
$1.59M +$79.2K +958 +5%
LFG
387
Larson Financial Group
Missouri
$1.59M +$29.5K +357 +2%
AIFAIM
388
American Institute for Advanced Investment Management
Arizona
$1.59M +$228K +2,755 +17%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$1.58M +$886K +10,716 +128%
Franklin Resources
390
Franklin Resources
California
$1.58M +$1.57M +18,953 New
TPA
391
Trivium Point Advisory
Connecticut
$1.57M +$1.56M +18,906 New
IC
392
IEQ Capital
California
$1.56M
KeyBank National Association
393
KeyBank National Association
Ohio
$1.56M +$51.6K +624 +3%
FCM
394
Firestone Capital Management
Florida
$1.56M +$1.55M +18,720 New
SC
395
SouthState Corp
Florida
$1.55M +$182K +2,195 +13%
5L
396
55I LLC
Massachusetts
$1.55M +$289K +3,496 +23%
DI
397
Disciplined Investments
Oklahoma
$1.53M +$38.3K +463 +3%
AA
398
Alesco Advisors
New York
$1.53M -$129K -1,565 -8%
PWM
399
Perigon Wealth Management
California
$1.53M -$453K -5,473 -23%
PFM
400
Parsec Financial Management
North Carolina
$1.51M -$98.3K -1,189 -6%

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.