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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
CCM
551
Coldstream Capital Management
Washington
$1.22M +$999K +12,148 +449%
AAS
552
Annex Advisory Services
Wisconsin
$1.21M -$154K -1,868 -11%
BWA
553
Beam Wealth Advisors
Louisiana
$1.21M -$112K -1,357 -8%
SA
554
SRH Advisors
Kansas
$1.2M +$584K +7,100 +94%
BWM
555
BCS Wealth Management
Tennessee
$1.19M +$247 +3 +0%
SFA
556
Sequoia Financial Advisors
Ohio
$1.18M +$73.7K +896 +7%
IFG
557
Independent Financial Group
California
$1.18M -$1.19M -14,510 -50%
FNBOO
558
First National Bank of Omaha
Nebraska
$1.18M
SFG
559
Sovereign Financial Group
Connecticut
$1.17M
Fiera Capital (Canada)
560
Fiera Capital (Canada)
Quebec, Canada
$1.17M +$231K +2,812 +25%
PCM
561
Pointe Capital Management
Michigan
$1.16M -$31.4K -382 -3%
VAM
562
Verity Asset Management
North Carolina
$1.16M -$122K -1,485 -10%
KFP
563
KB Financial Partners
New Jersey
$1.15M -$2.77M -33,613 -71%
MHR
564
Matthew Hamilton Rosenberg
$1.15M -$16.5K -201 -1%
EA
565
Eclectic Associates
California
$1.14M +$96.1K +1,168 +9%
CA
566
Continuum Advisory
Idaho
$1.13M -$673K -8,181 -37%
MCM
567
Maryland Capital Management
Maryland
$1.13M -$74K -900 -6%
CHJWM
568
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.13M +$82 +1 +0%
AWM
569
Altavista Wealth Management
North Carolina
$1.13M -$108K -1,318 -9%
MSS
570
Mitchell Sinkler & Starr
Pennsylvania
$1.13M
MFT
571
Moisand Fitzgerald Tamayo
Florida
$1.11M +$297K +3,610 +36%
ATC
572
Argent Trust Co
Tennessee
$1.1M -$1.4K -17 -0.1%
GIA
573
Guyasuta Investment Advisors
Pennsylvania
$1.1M +$10.3K +125 +0.9%
TA
574
TrueWealth Advisors
Alabama
$1.08M +$47.7K +580 +5%
SCA
575
Snowden Capital Advisors
New York
$1.08M +$61.4K +746 +6%

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.