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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
526
Arlington Partners
Alabama
$678K
LWPC
527
Legacy Wealth Partners (California)
California
$673K -$21.8K -263 -3%
WCM
528
Weik Capital Management
Pennsylvania
$670K -$99.2K -1,199 -13%
GSWM
529
Golden State Wealth Management
California
$664K +$488K +5,899 +267%
AAM
530
Autus Asset Management
Arizona
$661K
DSC
531
Duncker Streett & Co
Missouri
$661K
WFM
532
Wolff Financial Management
Michigan
$647K +$187K +2,263 +41%
SFA
533
Sequoia Financial Advisors
Ohio
$645K +$11.5K +139 +2%
EPA
534
Element Pointe Advisors
Florida
$644K
BO
535
BRR OpCo
Ohio
$640K -$1.58M -19,126 -71%
BTW
536
Boston Trust Walden
Massachusetts
$628K
TAM
537
Todd Asset Management
Kentucky
$628K
LIM
538
Loudon Investment Management
New Hampshire
$625K +$19.8K +240 +3%
RPWA
539
Regent Peak Wealth Advisors
Georgia
$622K -$133K -1,603 -18%
AIC
540
Archer Investment Corporation
Indiana
$618K
SAM
541
S.A. Mason
Michigan
$614K +$97.2K +1,175 +19%
MCM
542
Maple Capital Management
Vermont
$608K -$49.7K -601 -8%
HFS
543
Howard Financial Services
Texas
$607K -$167K -2,017 -22%
AT
544
Arden Trust
Delaware
$604K -$70.4K -851 -10%
IA
545
Independence Advisors
Pennsylvania
$601K
BWM
546
BCS Wealth Management
Tennessee
$599K
SAM
547
Secure Asset Management
Michigan
$596K -$367K -4,436 -38%
AIC
548
Ameritas Investment Company
Nebraska
$592K -$24.3M -293,241 -98%
VWA
549
Visionary Wealth Advisors
Illinois
$586K +$583K +7,053 New
ARMC
550
American Research & Management Company
Massachusetts
$585K

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.