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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
OLA
451
Oliver Luxxe Assets
New Jersey
$2.29M +$604K +7,343 +36%
FHA
452
Flagship Harbor Advisors
Massachusetts
$2.29M -$89.3K -1,086 -4%
PFBT
453
Parkside Financial Bank & Trust
Missouri
$2.29M +$13.9K +169 +0.6%
OMC
454
Old Mission Capital
Illinois
$2.29M -$9.58M -116,484 -81%
V
455
Veritable
Delaware
$2.28M +$201K +2,447 +10%
MFW
456
Mosaic Family Wealth
Missouri
$2.27M -$6.66K -81 -0.3%
AAS
457
Avantax Advisory Services
Texas
$2.27M +$364K +4,421 +19%
NFG
458
Nations Financial Group
Iowa
$2.25M +$29.5K +359 +1%
WP
459
WealthSource Partners
California
$2.24M -$306K -3,722 -12%
CA
460
Calton & Associates
Florida
$2.24M +$93.5K +1,136 +4%
AIM
461
AMI Investment Management
Indiana
$2.18M +$73K +887 +3%
GWCM
462
Godshalk Welsh Capital Management
Pennsylvania
$2.16M +$205K +2,487 +10%
GIP
463
Greatmark Investment Partners
Georgia
$2.13M -$67.9K -825 -3%
VAS
464
Vestmark Advisory Solutions
Massachusetts
$2.13M -$51.5K -626 -2%
PL
465
Plancorp LLC
Missouri
$2.11M -$1.4M -16,991 -40%
SCA
466
STALEY CAPITAL ADVISERS
Pennsylvania
$2.1M -$327K -3,975 -13%
WDG
467
Wealth Dimensions Group
Ohio
$2.09M
ACI
468
Alpha Cubed Investments
California
$2.08M +$191K +2,320 +10%
BCA
469
Bay Colony Advisors
Massachusetts
$2.06M +$54K +657 +3%
AWM
470
Aries Wealth Management
Maine
$2.06M +$11.6K +141 +0.6%
Principal Financial Group
471
Principal Financial Group
Iowa
$2.06M +$137K +1,660 +7%
CAC
472
Certified Advisory Corp
Florida
$2.03M +$94.4K +1,147 +5%
BS
473
Boenning & Scattergood
Pennsylvania
$2.02M -$25.6K -311 -1%
FPB
474
First PREMIER Bank
South Dakota
$2.02M +$94.4K +1,148 +5%
FANJ
475
Financial Architects (New Jersey)
New Jersey
$2M +$71.2K +866 +4%

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.