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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
RIM
426
Rockbridge Investment Management
New York
$1.28M +$1.28M +15,439 New
BF
427
BOK Financial
Oklahoma
$1.28M +$289K +3,499 +29%
AIM
428
Alhambra Investment Management
Florida
$1.27M +$117K +1,420 +10%
GC
429
Gilbert & Cook
Iowa
$1.24M -$604K -7,300 -33%
RPG
430
Resource Planning Group
Georgia
$1.23M +$372K +4,503 +44%
BAM
431
Brave Asset Management
New Jersey
$1.22M -$89.7K -1,085 -7%
SRCM
432
Swift Run Capital Management
Virginia
$1.22M +$74.4K +900 +7%
SCM
433
Stonehearth Capital Management
Massachusetts
$1.22M +$10.1K +122 +0.8%
BC
434
Brio Consultants
California
$1.21M -$5.05M -61,053 -81%
BBA
435
BLB&B Advisors
Pennsylvania
$1.2M -$122K -1,474 -9%
WIA
436
World Investment Advisors
California
$1.2M +$262K +3,168 +28%
LA
437
LVW Advisors
New York
$1.19M +$391K +4,723 +49%
UB
438
UMB Bank
Missouri
$1.18M +$114K +1,384 +11%
CHJWM
439
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.18M +$64.5K +780 +6%
QCG
440
Quadrant Capital Group
Ohio
$1.18M +$430K +5,202 +58%
HNB
441
Huntington National Bank
Ohio
$1.17M
VAS
442
Vestmark Advisory Solutions
Massachusetts
$1.17M +$550K +6,655 +89%
C
443
Certuity
Florida
$1.17M +$19.3K +233 +2%
Kovitz Investment Group Partners
444
Kovitz Investment Group Partners
Illinois
$1.13M +$1.13M +13,625 New
IP
445
Intellectus Partners
California
$1.13M +$505K +6,111 +82%
CIBC Private Wealth Group
446
CIBC Private Wealth Group
Georgia
$1.12M -$244K -2,950 -18%
APW
447
Aurora Private Wealth
New Jersey
$1.12M +$1.12M +13,486 New
IF
448
Insight Folios
North Carolina
$1.1M -$1.08M -13,035 -50%
CPIG
449
Chicago Partners Investment Group
Illinois
$1.1M +$513K +6,201 +89%
FBC
450
Fairfield, Bush & Co
Connecticut
$1.09M +$548K +6,628 +102%

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.