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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
BMA
726
Brooks Moore & Associates
Tennessee
$215K +$214K +2,587 New
GIA
727
Guyasuta Investment Advisors
Pennsylvania
$214K
F
728
F3Logic
Minnesota
$212K -$744 -9 -0.3%
AWA
729
Alaska Wealth Advisors
Alaska
$209K
Carson Wealth (CWM LLC)
730
Carson Wealth (CWM LLC)
Nebraska
$209K
MM
731
Main Management
California
$209K
LWM
732
Lyell Wealth Management
California
$208K
WIC
733
Woodmont Investment Counsel
Tennessee
$207K
RFA
734
Reilly Financial Advisors
California
$206K -$162K -1,957 -44%
LWM
735
Liberty Wealth Management
California
$206K -$18.7K -226 -8%
RMAM
736
Raab & Moskowitz Asset Management
New Jersey
$206K +$206K +2,486 New
GIA
737
Granite Investment Advisors
New Hampshire
$205K -$3.31K -40 -2%
CFD
738
Creative Financial Designs
Indiana
$204K +$202K +2,448 New
RTS
739
Round Table Services
New Jersey
$204K +$203K +2,458 New
LPT
740
Legacy Private Trust
Wisconsin
$203K
BRC
741
Bell Rock Capital
Delaware
$202K -$130K -1,577 -39%
GD
742
Grandfield & Dodd
New York
$200K +$203K +2,450 New
FCA
743
FinTrust Capital Advisors
South Carolina
$199K +$120K +1,455 +155%
SA
744
SRH Advisors
Kansas
$197K
HFA
745
Hoover Financial Advisors
Pennsylvania
$186K -$124K -1,496 -40%
CAL
746
Capital Analysts LLC
Pennsylvania
$181K -$4.88K -59 -3%
SWM
747
Sugarloaf Wealth Management
Georgia
$179K +$496 +6 +0.3%
ME
748
McIlrath & Eck
Washington
$171K +$72.2K +873 +73%
CAL
749
Capital Advisors Ltd
Ohio
$170K
CA
750
Clearstead Advisors
Ohio
$165K

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.