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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
SCG
676
Sonata Capital Group
Washington
$265K
ST
677
Spinnaker Trust
Maine
$264K
PW
678
Peninsula Wealth
California
$264K +$263K +3,175 New
VWA
679
V Wealth Advisors
Kansas
$262K +$260K +3,147 New
ZB
680
Zions Bancorporation
Utah
$261K -$10.8K -131 -4%
GW
681
GW & Wade
Massachusetts
$260K +$1.16K +14 +0.4%
PHAM
682
Palisades Hudson Asset Management
Florida
$259K +$910 +11 +0.4%
HS
683
Horan Securities
United States
$258K -$87.3K -1,055 -25%
SMC
684
Smith, Moore & Co
Missouri
$257K -$13.9K -168 -5%
CNC
685
Canandaigua National Corp
New York
$257K +$256K +3,094 New
KCM
686
Karp Capital Management
California
$256K -$516K -6,242 -67%
ASW
687
Astoria Strategic Wealth
Texas
$254K -$4.55K -55 -2%
ACA
688
Aptus Capital Advisors
Alabama
$253K +$80.6K +974 +47%
APW
689
Austin Private Wealth
Texas
$252K
FRA
690
Front Row Advisors
California
$252K +$20.7K +250 +9%
RWB
691
RMR Wealth Builders
New Jersey
$250K +$249K +3,011 New
IC
692
Intersect Capital
California
$249K
Calamos Advisors
693
Calamos Advisors
Illinois
$248K +$247K +2,987 New
MAA
694
Matrix Asset Advisors
New York
$246K -$40.9K -495 -14%
Fiera Capital (Canada)
695
Fiera Capital (Canada)
Quebec, Canada
$246K
LC
696
Landaas & Company
Wisconsin
$246K
RIA
697
Realta Investment Advisors
Delaware
$246K +$2.9K +35 +1%
PFA
698
Pure Financial Advisors
California
$245K +$244K +2,945 New
SG Americas Securities
699
SG Americas Securities
New York
$244K -$22.7M -274,469 -99%
BRWM
700
B. Riley Wealth Management
Tennessee
$243K -$152K -1,843 -39%

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.