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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
RPA
551
Rock Point Advisors
Vermont
$584K -$2.07K -25 -0.4%
DTC
552
Davidson Trust Company
Washington
$584K +$104K +1,254 +22%
EWM
553
Evermay Wealth Management
Virginia
$575K +$72.8K +880 +15%
HWA
554
Heartwood Wealth Advisors
Virginia
$574K -$272K -3,288 -32%
CWM
555
Confluence Wealth Management
Oregon
$573K -$220K -2,664 -28%
CSIC
556
Clifford Swan Investment Counsel
California
$565K -$4.96K -60 -0.9%
AAS
557
Avantax Advisory Services
Texas
$564K +$89.7K +1,084 +19%
FPS
558
Fieldpoint Private Securities
Connecticut
$564K +$177K +2,144 +46%
MIC
559
Meridian Investment Counsel
California
$562K +$11.1K +134 +2%
SCA
560
Snowden Capital Advisors
New York
$560K +$191K +2,311 +52%
DWM
561
Dakota Wealth Management
Florida
$553K +$192K +2,324 +54%
AFC
562
Adaptive Financial Consulting
Ohio
$550K -$33.2K -401 -6%
CCT
563
Country Club Trust
Missouri
$549K +$213K +2,573 +64%
MA
564
Mangham Associates
Virginia
$542K
PG
565
Patten Group
Tennessee
$536K +$147K +1,775 +38%
Principal Financial Group
566
Principal Financial Group
Iowa
$528K -$159K -1,919 -23%
SHWM
567
Smith & Howard Wealth Management
Georgia
$525K +$4.8K +58 +0.9%
RWA
568
Ropes Wealth Advisors
Massachusetts
$523K +$488K +5,897 +1,474%
SFS
569
Strategic Financial Services
New York
$521K +$32.6K +394 +7%
AP
570
Adero Partners
California
$519K -$168K -2,034 -25%
SFM
571
Signet Financial Management
New Jersey
$514K -$129K -1,562 -20%
HCM
572
Hollencrest Capital Management
California
$513K
PFG
573
PAX Financial Group
Texas
$509K -$25.9K -313 -5%
GIA
574
Gladstone Institutional Advisory
Florida
$507K -$574K -6,944 -53%
VDI
575
Vaughan David Investments
Illinois
$501K +$294K +3,553 +144%

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.