We are live on ! Find out more
BSV icon

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
AFS
626
Axiom Financial Strategies
Indiana
$814K -$36.6K -445 -4%
CBT
627
Capital Bank & Trust
California
$813K +$2.55K +31 +0.3%
WB
628
WesBanco Bank
West Virginia
$810K +$471K +5,721 +138%
EFS
629
Essex Financial Services
Connecticut
$805K
RI
630
Ridgewood Investments
New Jersey
$805K +$25.5K +310 +3%
Bessemer Group
631
Bessemer Group
New Jersey
$801K +$252K +3,058 +46%
SGCA
632
Steel Grove Capital Advisors
Tennessee
$797K +$285K +3,470 +56%
SFG
633
SNS Financial Group
Minnesota
$797K +$379K +4,611 +91%
ARC
634
Advisor Resource Council
Texas
$797K +$798K +9,701 New
RIA
635
Realta Investment Advisors
Delaware
$791K +$133K +1,616 +20%
BTW
636
Boston Trust Walden
Massachusetts
$789K -$13.8K -168 -2%
LWPC
637
Legacy Wealth Partners (California)
California
$787K -$25.4K -309 -3%
DTC
638
Davidson Trust Company
Washington
$778K +$183K +2,223 +31%
PAM
639
Peak Asset Management
Colorado
$775K -$5.25M -63,788 -87%
OIA
640
OneDigital Investment Advisors
Kansas
$768K +$166K +2,023 +28%
CFG
641
Citizens Financial Group
Rhode Island
$765K +$766K +9,312 New
WP
642
WealthPLAN Partners
Nebraska
$764K +$217K +2,633 +39%
WP
643
WMS Partners
Maryland
$762K -$150K -1,823 -16%
EW
644
Evoke Wealth
California
$759K
HHRDM
645
H&H Retirement Design & Management
Nevada
$752K -$17.3K -210 -2%
SW
646
SteelPeak Wealth
California
$749K -$302K -3,677 -29%
LA
647
LVW Advisors
New York
$729K +$82 +1 +0%
LIM
648
Loudon Investment Management
New Hampshire
$729K +$46.8K +569 +7%
MCM
649
Monarch Capital Management
Indiana
$729K +$159K +1,933 +28%
WSTAM
650
Wilbanks Smith & Thomas Asset Management
Virginia
$727K -$52.8K -642 -7%

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.