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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
UFF
501
USA Financial Formulas
Michigan
$772K +$768K +9,283 New
AFAS
502
Acorn Financial Advisory Services
Virginia
$767K +$763K +9,228 New
CAN
503
Claraphi Advisory Network
United States
$764K +$165K +1,993 +28%
NGA
504
Naples Global Advisors
Florida
$763K +$33.1K +400 +5%
JIC
505
Joel Isaacson & Co
New York
$757K +$10.5K +127 +1%
MCM
506
Maryland Capital Management
Maryland
$756K +$752K +9,096 New
PNC
507
Park National Corp
Ohio
$750K -$108K -1,304 -13%
SIA
508
Soltis Investment Advisors
Utah
$749K +$125K +1,513 +20%
PTC
509
Philadelphia Trust Company
Pennsylvania
$748K
WCM
510
Washburn Capital Management
Florida
$747K +$28.5K +345 +4%
BAM
511
Belpointe Asset Management
Nevada
$746K +$6.29K +76 +0.9%
WP
512
WMS Partners
Maryland
$741K +$738K +8,919 New
MCM
513
McMillion Capital Management
North Carolina
$735K +$6.62K +80 +0.9%
EAMA
514
EFG Asset Management (Americas)
Florida
$727K -$29.2K -353 -4%
BIAS
515
Beacon Investment Advisory Services
New Jersey
$724K -$31.3K -379 -4%
AP
516
Americana Partners
Texas
$715K +$1.07K +13 +0.2%
22CM
517
20/20 Capital Management
California
$706K -$1.4M -16,969 -67%
WAM
518
Wealthspire Advisors (Maryland)
Maryland
$704K +$163K +1,967 +30%
EB
519
Eastern Bank
Massachusetts
$700K -$704K -8,513 -50%
CAMG
520
CWA Asset Management Group
Florida
$695K +$692K +8,364 New
FA
521
FCG Advisors
New Jersey
$692K +$6.62K +80 +1%
TNB
522
TCF National Bank
South Dakota
$691K +$93.3K +1,128 +15%
CWAG
523
Compton Wealth Advisory Group
Virginia
$688K +$684K +8,273 New
CWM
524
Connecticut Wealth Management
Connecticut
$684K -$10.8K -131 -2%
GIM
525
Goelzer Investment Management
Indiana
$682K -$33.1K -400 -5%

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.