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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
WPA
626
West Paces Advisors
Georgia
$361K -$20.2K -244 -5%
AFC
627
AFT Forsyth & Company
Florida
$358K
IFG
628
Investors Financial Group
Minnesota
$358K +$2.15K +26 +0.6%
IAIM
629
International Assets Investment Management
Florida
$358K +$9.92K +120 +3%
JSA
630
Jacobson & Schmitt Advisors
Wisconsin
$355K
IWP
631
Icon Wealth Partners
Texas
$354K
TWP
632
TFO Wealth Partners
Ohio
$353K -$170K -2,055 -33%
LL
633
LPWM LLC
Minnesota
$350K +$8.52K +103 +3%
TWM
634
Titus Wealth Management
California
$348K
CAI
635
Capital Advisors Inc
Oklahoma
$346K -$30.6K -370 -8%
LSA
636
Lion Street Advisors
Texas
$346K -$8.02K -97 -2%
OMC
637
Overbrook Management Corp
New York
$344K -$49.6K -600 -13%
Allianz Asset Management
638
Allianz Asset Management
Germany
$342K +$341K +4,119 New
CCM
639
Crabel Capital Management
California
$337K +$335K +4,050 New
FI
640
FormulaFolio Investments
Michigan
$332K +$331K +4,000 New
CCFM
641
Clear Creek Financial Management
Washington
$331K +$330K +3,992 New
AOWM
642
Alpha Omega Wealth Management
Virginia
$329K
LAS
643
Lloyd Advisory Services
Georgia
$326K +$325K +3,928 New
CNB
644
Camden National Bank
Maine
$321K -$2.23K -27 -0.7%
EW
645
Evoke Wealth
California
$319K
BAMG
646
Brand Asset Management Group
Missouri
$312K +$57.5K +695 +23%
GI
647
Gradient Investments
Minnesota
$310K
NWS
648
Newport Wealth Strategies
California
$310K +$308K +3,730 New
DP
649
Dearborn Partners
Illinois
$308K -$47.5K -574 -13%
SWP
650
Summit Wealth Partners
Florida
$308K

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.