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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
FIA
701
Foundations Investment Advisors
Arizona
$243K +$242K +2,922 New
SFG
702
SNS Financial Group
Minnesota
$242K
PBF
703
Petix & Botte Financial
California
$242K +$153K +1,855 +47%
GCM
704
Gibraltar Capital Management
Oklahoma
$241K +$1.16K +14 +0.5%
SGCA
705
Steel Grove Capital Advisors
Tennessee
$241K +$240K +2,899 New
PCFFS
706
Pacific Center for Financial Services
California
$238K +$2.07K +25 +0.9%
SBSB
707
Sullivan, Bruyette, Speros & Blaney
Virginia
$238K +$79.6K +962 +51%
AWM
708
Altavista Wealth Management
North Carolina
$233K -$46.3K -560 -17%
WB
709
WesBanco Bank
West Virginia
$231K -$7.94K -96 -3%
CG
710
CFO4Life Group
Texas
$231K +$230K +2,785 New
CIAS
711
Capital Investment Advisory Services
North Carolina
$230K -$163K -1,966 -41%
IWAG
712
Integer Wealth Advisors Group
Georgia
$230K +$83 +1 +0%
HIS
713
Horizon Investment Services
Indiana
$230K +$21.9K +265 +11%
CA
714
Continuum Advisory
Idaho
$229K -$11.2K -135 -5%
CFA
715
Carroll Financial Associates
North Carolina
$228K -$4.55K -55 -2%
Fisher Asset Management
716
Fisher Asset Management
Washington
$227K -$248K -3,004 -52%
BII
717
Bainco International Investors
Massachusetts
$224K
GBBWRPM
718
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$223K
BOS
719
Bingham Osborn & Scarborough
California
$222K +$165 +2 +0.1%
FBB
720
Fulton Breakefield Broenniman
Maryland
$220K -$24.8K -300 -10%
AWA
721
Acorn Wealth Advisors
Michigan
$220K +$992 +12 +0.5%
VCM
722
Vivaldi Capital Management
Illinois
$220K +$219K +2,651 New
CT
723
Caldwell Trust
Florida
$216K -$83 -1 -0%
First Manhattan
724
First Manhattan
New York
$215K
JWM
725
Janiczek Wealth Management
Colorado
$215K

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.