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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
Stifel Financial
26
Stifel Financial
Missouri
$99.7M +$5.61M +67,822 +6%
RJA
27
Raymond James & Associates
Florida
$96.1M -$27.7M -335,013 -22%
DADC
28
D.A. Davidson & Co
Montana
$89.7M +$2.41M +29,170 +3%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$84.5M +$8.94M +108,099 +12%
VFP
30
Verus Financial Partners
Virginia
$76.7M -$910K -11,008 -1%
Jane Street
31
Jane Street
New York
$71.4M +$47.8M +578,053 +206%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$68.1M +$7.07M +85,481 +12%
TCM
33
TD Capital Management
Tennessee
$66.7M +$2.2M +26,595 +3%
HAFS
34
Hapanowicz & Associates Financial Services
Pennsylvania
$59.7M -$698K -8,443 -1%
EA
35
Efficient Advisors
Ohio
$59.1M +$4.38M +53,013 +8%
NA
36
NextCapital Advisers
Illinois
$56.9M +$12.1M +146,182 +27%
RWM
37
Ritholtz Wealth Management
New York
$55.6M -$692K -8,373 -1%
I
38
IberiaBank
Louisiana
$53.5M -$1.57M -19,024 -3%
Goldman Sachs
39
Goldman Sachs
New York
$51.7M +$17.9M +216,736 +53%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$50.8M -$243K -2,941 -0.5%
NL
41
NEPC LLC
Massachusetts
$48.3M
Toronto Dominion Bank
42
Toronto Dominion Bank
Ontario, Canada
$43.8M +$43.4M +525,000 +38,043%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$43.4M +$2.6M +31,404 +6%
US Bancorp
44
US Bancorp
Minnesota
$43M +$11.2M +135,912 +36%
FG
45
Fiduciary Group
Georgia
$42.3M -$43.3K -524 -0.1%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$41M -$1.63M -19,666 -4%
VA
47
Valmark Advisers
Ohio
$40.4M +$879K +10,630 +2%
HighTower Advisors
48
HighTower Advisors
Illinois
$39.8M +$6M +72,574 +18%
WCWM
49
Willow Creek Wealth Management
California
$39.5M +$862K +10,423 +2%
MML Investors Services
50
MML Investors Services
Massachusetts
$39.1M -$5.37M -64,904 -12%

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.