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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
BFIM
651
Beese Fulmer Investment Management
Ohio
$307K +$80K +967 +36%
TA
652
Tiedemann Advisors
New York
$304K -$20K -242 -6%
CAG
653
Csenge Advisory Group
Florida
$302K +$300K +3,630 New
TC
654
Trust Company
Kansas
$302K +$301K +3,635 New
AF
655
Advisornet Financial
Minnesota
$301K -$208K -2,518 -41%
FNC
656
First National Corp
Massachusetts
$301K
JIR
657
James Investment Research
Ohio
$301K
CC
658
Claybrook Capital
Massachusetts
$299K
WAP
659
Wealthcare Advisory Partners
Pennsylvania
$297K -$48.9K -591 -14%
MWP
660
Meridian Wealth Partners
Pennsylvania
$297K -$3.14K -38 -1%
W
661
WealthOne
New York
$295K -$45.3K -548 -13%
MMA
662
Miracle Mile Advisors
California
$292K
CIR
663
Clear Investment Research
Georgia
$289K -$19.8K -239 -6%
AC
664
Addison Capital
Pennsylvania
$287K
SDWMA
665
Schneider Downs Wealth Management Advisors
Pennsylvania
$285K
BIA
666
Bigelow Investment Advisors
Maine
$283K -$34.5K -417 -11%
EA
667
Ellsworth Advisors
Ohio
$282K +$280K +3,388 New
LCP
668
Legacy Capital Partners
Wisconsin
$276K
COF
669
Capital One Financial
Virginia
$275K
TSA
670
Tri-Star Advisors
Texas
$275K +$274K +3,308 New
RB
671
Rodgers Brothers
Pennsylvania
$273K
BFA
672
Beacon Financial Advisory
Ohio
$272K
CC
673
Courier Capital
New York
$272K +$10.5K +127 +4%
ODIJL
674
One Day In July LLC
Vermont
$271K +$270K +3,262 New
FMC
675
First Merchants Corp
Indiana
$266K

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.