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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
CHA
751
Carmichael Hill & Associates
Maryland
$160K +$18.9K +229 +13%
FPFS
752
First Personal Financial Services
North Carolina
$158K -$7.44K -90 -5%
FANJ
753
Financial Architects (New Jersey)
New Jersey
$157K -$2.9K -35 -2%
DAC
754
Dividend Assets Capital
South Carolina
$150K
PO
755
Private Ocean
California
$143K +$165 +2 +0.1%
SC
756
Steph & Co
Wisconsin
$142K
1IA
757
1834 Investment Advisors
Wisconsin
$139K
WB
758
West Bancorporation
Iowa
$118K +$56.5K +683 +93%
WP
759
WealthShield Partners
North Carolina
$117K +$35.1K +425 +43%
MA
760
MUFG Americas
New York
$108K +$952K +11,510 +23%
S
761
SignatureFD
Georgia
$107K
GEA
762
Glen Eagle Advisors
New Jersey
$107K +$9.92K +120 +10%
SBL
763
Sargent Bickham Lagudis
Colorado
$101K -$136K -1,649 -58%
HWA
764
HCR Wealth Advisors
California
$99K +$98.7K +1,193 New
TWA
765
TCI Wealth Advisors
Arizona
$98K +$827 +10 +0.9%
ADL
766
Asset Dedication LLC
California
$97K +$53K +641 +122%
OC
767
Oakworth Capital
Alabama
$92K +$20.5K +248 +29%
SFPG
768
Stonebridge Financial Planning Group
Florida
$91K +$90.1K +1,090 New
CB
769
CNB Bank
Pennsylvania
$89K -$1.57K -19 -2%
SCA
770
Stonebridge Capital Advisors
Minnesota
$84K
SSB
771
Sandy Spring Bank
Maryland
$78K
BC
772
Belmont Capital
California
$78K +$77.9K +942 New
MA
773
MCF Advisors
Kentucky
$75K +$24.8K +300 +50%
HCM
774
Horrell Capital Management
Arkansas
$69K
IRAG
775
Investment Research & Advisory Group
Georgia
$68K

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.