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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
EWM
501
Empirical Wealth Management
Washington
$1.69M +$55K +669 +3%
GCA
502
Gradient Capital Advisors
California
$1.68M +$22.4K +272 +1%
WB
503
Webster Bank
Connecticut
$1.68M -$39.7K -483 -2%
CPIA
504
Cornell Pochily Investment Advisors
New York
$1.67M -$109K -1,327 -6%
AFS
505
Annapolis Financial Services
Maryland
$1.65M +$25.9K +315 +2%
BFPW
506
BOK Financial Private Wealth
Colorado
$1.65M +$1.03M +12,569 +169%
BFA
507
Bragg Financial Advisors
North Carolina
$1.64M -$203K -2,471 -11%
DP
508
Denver PWM
Colorado
$1.64M +$1.64M +19,959 New
HNW
509
High Note Wealth
Minnesota
$1.63M -$319K -3,883 -16%
GJIC
510
Gamble Jones Investment Counsel
California
$1.61M
LIA
511
LBMC Investment Advisors
Tennessee
$1.61M -$151K -1,834 -9%
WIA
512
World Investment Advisors
California
$1.6M +$213K +2,590 +15%
CAMG
513
CWA Asset Management Group
Florida
$1.59M +$245K +2,973 +18%
MAM
514
McLean Asset Management
Virginia
$1.56M +$25.5K +310 +2%
ACP
515
Ashfield Capital Partners
California
$1.55M +$802K +9,750 +106%
BAM
516
Belpointe Asset Management
Nevada
$1.53M -$136K -1,652 -8%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$1.52M +$1.02M +12,401 +202%
CWG
518
Cornerstone Wealth Group
North Carolina
$1.52M +$64.7K +787 +4%
PFS
519
Prospera Financial Services
Texas
$1.52M +$8.8K +107 +0.6%
LF
520
LifeSteps Financial
California
$1.51M -$31.1K -378 -2%
FLPIM
521
F.L. Putnam Investment Management
Massachusetts
$1.5M +$1.5M +18,281 New
IP
522
Intellectus Partners
California
$1.48M -$607K -7,377 -29%
EPA
523
Element Pointe Advisors
Florida
$1.48M -$456K -5,540 -24%
SWP
524
Stratos Wealth Partners
Ohio
$1.47M +$27K +328 +2%
EP
525
Eudaimonia Partners
Tennessee
$1.46M +$227K +2,761 +18%

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.