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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
FHA
451
First Horizon Advisors
Tennessee
$1.09M -$451K -5,454 -29%
W
452
Wealthquest
Ohio
$1.09M +$1.08M +13,104 New
FNBOO
453
First National Bank of Omaha
Nebraska
$1.08M -$10.3K -125 -0.9%
AIM
454
Anchor Investment Management
South Carolina
$1.08M -$12.4K -150 -1%
ADBIC
455
A.D. Beadell Investment Counsel
Wisconsin
$1.08M +$389K +4,700 +57%
RFC
456
Regions Financial Corp
Alabama
$1.07M -$470K -5,682 -31%
BEAM
457
Baker Ellis Asset Management
Washington
$1.06M +$149K +1,800 +16%
CB
458
Community Bank
New York
$1.05M +$49.6K +600 +5%
AAM
459
Aureus Asset Management
Massachusetts
$1.04M
MSS
460
Mitchell Sinkler & Starr
Pennsylvania
$1.04M
EWA
461
EP Wealth Advisors
California
$1.03M +$102K +1,233 +11%
PA
462
Paracle Advisors
Washington
$1.02M -$182K -2,204 -15%
HHRDM
463
H&H Retirement Design & Management
Nevada
$1.01M -$2.15K -26 -0.2%
SW
464
SteelPeak Wealth
California
$1M +$999K +12,083 New
VWM
465
Vigilare Wealth Management
Arizona
$1M +$996K +12,040 New
CWG
466
Cornerstone Wealth Group
North Carolina
$983K +$170K +2,051 +21%
EWA
467
Exencial Wealth Advisors
Oklahoma
$980K +$234K +2,831 +32%
JFA
468
Johanson Financial Advisors
California
$979K -$96.9K -1,172 -9%
WWM
469
Western Wealth Management
Colorado
$976K -$47.7K -577 -5%
ATC
470
Argent Trust Co
Tennessee
$975K +$289K +3,500 +43%
FAAM
471
First Ascent Asset Management
Colorado
$974K -$627K -7,580 -39%
AL
472
Aspiriant LLC
California
$936K -$25.8K -312 -3%
VCM
473
Violich Capital Management
California
$924K +$24.8K +300 +3%
UBV
474
United Bank (Virginia)
Virginia
$920K
CWM
475
Chicago Wealth Management
Illinois
$913K -$789K -9,544 -46%

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.