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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
NSIM
776
North Star Investment Management
Illinois
$68K
VFA
777
Valeo Financial Advisors
Indiana
$68K +$6.78K +82 +11%
FCH
778
Freestone Capital Holdings
Washington
$67.4K +$2.28M +27,571 +4%
BWA
779
Burt Wealth Advisors
Maryland
$63K
RBC
780
Roble Belko & Company
Pennsylvania
$62K
FPB
781
First PREMIER Bank
South Dakota
$62K +$57.8K +699 +1,589%
CCM
782
Cribstone Capital Management
Maine
$62K +$61.7K +746 New
FDCDDQ
783
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.6K
PGAM
784
Princeton Global Asset Management
New Jersey
$54K
SFSG
785
Stearns Financial Services Group
North Carolina
$54K +$53.3K +644 +6,440%
BAM
786
Barrett Asset Management
New York
$53K
BCA
787
Bray Capital Advisors
Florida
$52K -$3.31K -40 -6%
PFSC
788
Peoples Financial Services Corp
Pennsylvania
$52K
1832 Asset Management
789
1832 Asset Management
Ontario, Canada
$51K
PB
790
Pinnacle Bancorp
Nebraska
$50K -$43.8K -529 -47%
JPLA
791
Joseph P. Lucia & Associates
New York
$50K +$18.2K +220 +58%
TFGT
792
TS Financial Group (TSFG)
Illinois
$48K -$4.22K -51 -8%
AWM
793
Apollon Wealth Management
South Carolina
$46K +$45.9K +555 New
FWM
794
Focused Wealth Management
New York
$44K +$331 +4 +0.8%
FMII
795
Farmers & Merchants Investments Inc
Nebraska
$42K +$29.9K +362 +248%
RTC
796
Riverview Trust Company
Washington
$41K -$28.5K -345 -41%
FP
797
Financial Perspectives
Minnesota
$40.9K
FBT
798
First Bank & Trust
South Dakota
$40K
SWM
799
Selective Wealth Management
Virginia
$38K +$37.7K +456 New
TF
800
TimeScale Financial
Massachusetts
$37K +$83 +1 +0.2%

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.