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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
WA
401
WBH Advisory
Maryland
$1.51M +$576K +6,959 +62%
MSA
402
Marino Stram & Associates
Massachusetts
$1.51M +$1.5M +18,171 New
TGAM
403
TBH Global Asset Management
Tennessee
$1.5M +$1.5M +18,078 New
TSS
404
Two Sigma Securities
New York
$1.5M +$1.49M +18,026 New
FA
405
FDx Advisors
Illinois
$1.49M -$15K -181 -1%
CF
406
Centaurus Financial
California
$1.47M -$1.34M -16,250 -48%
CFS
407
Cannon Financial Strategists
Georgia
$1.46M +$523K +6,329 +56%
MHR
408
Matthew Hamilton Rosenberg
$1.45M -$394K -4,760 -21%
SWM
409
SeaCrest Wealth Management
New York
$1.45M +$18.9K +229 +1%
GC
410
Garde Capital
Washington
$1.44M +$391K +4,722 +38%
PAS
411
Partnervest Advisory Services
California
$1.43M +$105K +1,273 +8%
KA
412
Kovack Advisors
Florida
$1.43M +$4.88K +59 +0.3%
PCM
413
Pointe Capital Management
Michigan
$1.42M -$7.77K -94 -0.5%
LWM
414
Laidlaw Wealth Management
New York
$1.4M +$45.9K +555 +3%
SAMC
415
Spectrum Asset Management (California)
California
$1.39M +$1.08M +13,100 +359%
MCM
416
Mengis Capital Management
Oregon
$1.37M +$58.8K +711 +5%
Luther King Capital Management (LKCM)
417
Luther King Capital Management (LKCM)
Texas
$1.36M
HSBC Holdings
418
HSBC Holdings
United Kingdom
$1.35M -$2.81M -34,000 -68%
HWA
419
Hillcrest Wealth Advisors
New Jersey
$1.35M
TFS
420
TrustCore Financial Services
Tennessee
$1.34M -$82.1K -993 -6%
IA
421
IFP Advisors
Florida
$1.33M +$881K +10,652 +197%
GWCM
422
Godshalk Welsh Capital Management
Pennsylvania
$1.3M +$62K +750 +5%
GCA
423
Gradient Capital Advisors
California
$1.3M +$217K +2,619 +20%
DMIC
424
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.29M
CCWA
425
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.29M +$1.28M +15,485 New

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.