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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
SIC
676
Samalin Investment Counsel
New York
$642K +$30.7K +373 +5%
DSC
677
Duncker Streett & Co
Missouri
$628K +$4.11K +50 +0.7%
MIA
678
MainStreet Investment Advisors
Illinois
$625K
PNC
679
Park National Corp
Ohio
$619K -$30.8K -374 -5%
CAN
680
Claraphi Advisory Network
United States
$612K -$68.9K -837 -10%
TAM
681
Todd Asset Management
Kentucky
$610K
ML
682
McAdam LLC
Pennsylvania
$610K +$46.7K +568 +8%
CIA
683
Choate Investment Advisors
Massachusetts
$599K +$91.1K +1,107 +18%
AIM
684
Acropolis Investment Management
Missouri
$599K +$600K +7,290 New
CWM
685
Connecticut Wealth Management
Connecticut
$582K -$105K -1,274 -15%
MG
686
Mather Group
Illinois
$581K
KFA
687
Kelleher Financial Advisors
New York
$579K +$6.42K +78 +1%
MIH
688
Meitav Investment House
Israel
$574K +$181K +2,196 +46%
RPA
689
Rock Point Advisors
Vermont
$573K
HCP
690
Holt Capital Partners
Texas
$568K
RCM
691
Radnor Capital Management
Pennsylvania
$565K
RWB
692
RMR Wealth Builders
New Jersey
$562K -$351K -4,269 -38%
FDCDDQ
693
Federation des caisses Desjardins du Quebec
Quebec, Canada
$551K +$483K +5,872 +705%
MWM
694
Minot Wealth Management
Massachusetts
$549K -$235K -2,855 -30%
RWA
695
Ropes Wealth Advisors
Massachusetts
$545K +$4.44K +54 +0.8%
MIC
696
Meridian Investment Counsel
California
$544K
RWI
697
Red Wave Investments
Pennsylvania
$539K +$494 +6 +0.1%
GIM
698
Goelzer Investment Management
Indiana
$538K -$31.4K -382 -6%
WCFA
699
Walkner Condon Financial Advisors
Wisconsin
$534K +$5.1K +62 +1%
AP
700
Arlington Partners
Alabama
$530K

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.