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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
AFAS
476
Acorn Financial Advisory Services
Virginia
$2M -$170K -2,069 -8%
MSFS
477
Main Street Financial Solutions
Pennsylvania
$1.98M +$127K +1,544 +7%
FTUS
478
Flow Traders U.S.
New York
$1.98M +$217K +2,633 +12%
T
479
TRUADVICE
Florida
$1.97M +$1.2M +14,636 +157%
BU
480
BBVA USA
Alabama
$1.97M +$1.97M +23,950 New
PFPT
481
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.96M +$141K +1,710 +8%
PWA
482
Pinnacle Wealth Advisors
Tennessee
$1.96M +$1.97M +23,891 New
IP
483
Investment Partners
Ohio
$1.92M -$1.85M -22,535 -49%
SEP
484
Southland Equity Partners
Missouri
$1.89M +$308K +3,745 +19%
SWA
485
Stratos Wealth Advisors
Ohio
$1.89M +$356K +4,333 +23%
CPIG
486
Chicago Partners Investment Group
Illinois
$1.88M -$1.19M -14,501 -39%
AssetMark Inc
487
AssetMark Inc
California
$1.87M -$35.5K -432 -2%
GRP
488
Global Retirement Partners
California
$1.82M +$386K +4,696 +27%
KA
489
Kovack Advisors
Florida
$1.81M +$283K +3,441 +19%
CIBC Private Wealth Group
490
CIBC Private Wealth Group
Georgia
$1.8M
TC
491
Trust Company
Kansas
$1.8M -$244K -2,971 -12%
IFAM
492
Institutional & Family Asset Management
Colorado
$1.78M -$169K -2,054 -9%
FA
493
FDx Advisors
Illinois
$1.78M +$24.4K +297 +1%
AIFAIM
494
American Institute for Advanced Investment Management
Arizona
$1.77M +$202K +2,460 +13%
DI
495
Disciplined Investments
Oklahoma
$1.75M +$14.6K +178 +0.8%
CAG
496
Crestwood Advisors Group
Massachusetts
$1.74M -$1.22M -14,865 -41%
AL
497
Aspiriant LLC
California
$1.74M +$841K +10,222 +94%
EWA
498
EP Wealth Advisors
California
$1.72M +$959K +11,662 +126%
RPG
499
Resource Planning Group
Georgia
$1.7M +$141K +1,718 +9%
CAWM
500
Capital Advisors Wealth Management
Washington
$1.69M +$717K +8,721 +74%

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.