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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
AP
476
Advisors Preferred
Maryland
$892K -$13.9M -168,328 -94%
DFA
477
Delta Financial Advisors
Louisiana
$890K +$144K +1,745 +19%
TL
478
TrueWealth LLC
Georgia
$881K +$27.6K +334 +3%
BFA
479
Bragg Financial Advisors
North Carolina
$867K -$198K -2,395 -19%
ACI
480
Alpha Cubed Investments
California
$861K +$635K +7,683 +287%
KJWM
481
Kiley Juergens Wealth Management
Washington
$860K +$856K +10,356 New
GRP
482
Global Retirement Partners
California
$858K +$910 +11 +0.1%
LCM
483
Liberty Capital Management
Michigan
$856K
WSTAM
484
Wilbanks Smith & Thomas Asset Management
Virginia
$856K +$79.1K +957 +10%
HR
485
Hayden Royal
North Carolina
$853K -$59.2K -716 -7%
AMG
486
Asset Management Group
Connecticut
$851K +$3.31K +40 +0.4%
RPGK
487
Retirement Planning Group (Kansas)
Kansas
$843K -$45.2K -546 -5%
ACP
488
Ashfield Capital Partners
California
$833K
LC
489
Lincoln Capital
Nebraska
$833K +$47.7K +577 +6%
ZF
490
Zhang Financial
Michigan
$832K -$48K -580 -5%
AAMC
491
Asset Allocation & Management Company
Illinois
$825K
FHA
492
Flagship Harbor Advisors
Massachusetts
$810K +$244K +2,953 +43%
MIM
493
Moseley Investment Management
Florida
$804K +$63.3K +765 +9%
SIC
494
Samalin Investment Counsel
New York
$800K -$966K -11,684 -55%
MFT
495
Moisand Fitzgerald Tamayo
Florida
$799K +$191K +2,313 +32%
MIA
496
MainStreet Investment Advisors
Illinois
$796K -$4.88K -59 -0.6%
BJL
497
Brighton Jones LLC
Washington
$788K -$44K -532 -5%
GVAG
498
Great Valley Advisor Group
Delaware
$784K -$3.89K -47 -0.5%
MGIA
499
Moneta Group Investment Advisors
Missouri
$780K +$225K +2,716 +41%
EWM
500
EPG Wealth Management
Georgia
$772K

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.