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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
NDSI
751
Newman Dignan & Sheerar Inc
Rhode Island
$410K -$49.3K -599 -11%
EWA
752
Evolution Wealth Advisors
Florida
$405K -$3.07M -37,379 -88%
LFAS
753
Level Four Advisory Services
Texas
$404K -$871K -10,588 -68%
PFG
754
Pacific Financial Group
Washington
$403K -$184K -2,237 -31%
SFS
755
Strategic Financial Services
New York
$402K -$11.4K -138 -3%
MWM
756
Meridian Wealth Management
Kentucky
$400K +$165 +2 +0%
NFG
757
Nadler Financial Group
Illinois
$399K +$165 +2 +0%
PCM
758
Parsons Capital Management
Rhode Island
$398K +$399K +4,849 New
FG
759
Foster Group
Iowa
$393K -$413K -5,021 -51%
OPA
760
Old Port Advisors
Maine
$391K +$153K +1,860 +64%
TF
761
Trek Financial
Arizona
$386K +$131K +1,589 +51%
PG
762
Prostatis Group
Maryland
$382K -$5.61M -68,199 -94%
LL
763
LPWM LLC
Minnesota
$380K +$18.8K +228 +5%
CAL
764
Capital Advisors Ltd
Ohio
$378K +$210K +2,555 +125%
CCFM
765
Clear Creek Financial Management
Washington
$377K +$377K +4,587 New
DMIC
766
Dixon Mitchell Investment Counsel
British Columbia, Canada
$376K -$579K -7,043 -61%
BWM
767
Birchcreek Wealth Management
Ohio
$371K -$51.2K -622 -12%
PCFFS
768
Pacific Center for Financial Services
California
$370K -$3.04K -37 -0.8%
OMC
769
Overbrook Management Corp
New York
$368K
TWM
770
Titus Wealth Management
California
$367K
CHA
771
Carmichael Hill & Associates
Maryland
$366K +$74.9K +911 +26%
IC
772
IEQ Capital
California
$365K -$1.43M -17,388 -80%
BWA
773
Bordeaux Wealth Advisors
California
$363K -$150K -1,824 -29%
BFIM
774
Beese Fulmer Investment Management
Ohio
$362K +$26.9K +327 +8%
NSIM
775
North Star Investment Management
Illinois
$362K +$44.3K +538 +14%

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.