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
WS
51
Wela Strategies
Georgia
$57.2M +$9.79K +119 +0.2%
EA
52
Efficient Advisors
Ohio
$55.3M +$3.41M +41,477 +7%
VA
53
Valmark Advisers
Ohio
$55M +$6.86M +83,409 +14%
NL
54
NEPC LLC
Massachusetts
$52.2M +$11.7M +142,800 +29%
JC
55
Jentner Corp
Ohio
$52.2M +$2.55M +30,993 +5%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51.5M +$1.96M +23,795 +4%
WCWM
57
Willow Creek Wealth Management
California
$49.1M +$1.43M +17,406 +3%
AIC
58
Ameritas Investment Company
Nebraska
$49M -$15.9M -192,801 -98%
UCFA
59
United Capital Financial Advisors
Texas
$47.5M -$6.14M -74,628 -11%
PP
60
PrairieView Partners
Minnesota
$45.8M +$2.94M +35,681 +7%
CF
61
Corrigan Financial
Rhode Island
$42.8M +$2.42M +29,431 +6%
MWA
62
Martel Wealth Advisors
Washington
$41.1M +$4.36M +52,949 +12%
FG
63
Fiduciary Group
Georgia
$41M -$248K -3,012 -0.6%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$40.5M +$1.4M +16,979 +4%
Comerica Bank
65
Comerica Bank
Texas
$38.9M +$2.28M +27,689 +6%
WPWM
66
Windward Private Wealth Management
Kansas
$38.7M +$7.82M +95,075 +25%
COCM
67
Charter Oak Capital Management
New Hampshire
$38.5M +$5.37M +65,253 +16%
Victory Capital Management
68
Victory Capital Management
Texas
$37M -$1.88M -22,887 -5%
EHC
69
Everett Harris & Co
California
$36.9M +$4.71M +57,205 +15%
CCM
70
Carlson Capital Management
Minnesota
$36.7M -$612K -7,435 -2%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$36M +$34.7M +421,720 +2,895%
PGFC
72
Peapack-Gladstone Financial Corp
New Jersey
$35.9M +$2.27M +27,618 +7%
HPWM
73
Highland Private Wealth Management
Washington
$35.3M +$3.01M +36,613 +9%
BSW
74
Buckingham Strategic Wealth
Missouri
$35.2M +$5.39M +65,485 +18%
PD
75
Planning Directions
Pennsylvania
$35.1M +$1.43M +17,340 +4%

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.