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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
Fisher Asset Management
776
Fisher Asset Management
Washington
$362K +$84.8K +1,031 +31%
FI
777
FormulaFolio Investments
Michigan
$359K -$32.7K -398 -8%
AFC
778
AFT Forsyth & Company
Florida
$354K
HAS
779
HBW Advisory Services
California
$348K -$4.2K -51 -1%
AWA
780
Acorn Wealth Advisors
Michigan
$347K +$132K +1,607 +62%
Fidelity Investments
781
Fidelity Investments
Massachusetts
$345K +$144K +1,752 +71%
SIAG
782
Safeguard Investment Advisory Group
California
$340K +$15.6K +190 +5%
TA
783
Trellis Advisors
Washington
$340K +$340K +4,138 New
IWP
784
Icon Wealth Partners
Texas
$339K
SWP
785
Summit Wealth Partners
Florida
$333K
LRPA
786
L. Roy Papp & Associates
Arizona
$324K -$452K -5,489 -58%
MFS
787
McNamara Financial Services
Massachusetts
$322K +$84.3K +1,025 +35%
ACA
788
Aptus Capital Advisors
Alabama
$322K +$90.4K +1,099 +39%
IA
789
Insight Advisors
Pennsylvania
$321K -$8.8K -107 -3%
EBSAM
790
Eubel Brady & Suttman Asset Management
Ohio
$319K -$320K -3,885 -50%
OAM
791
Occidental Asset Management
California
$319K
ASW
792
Astoria Strategic Wealth
Texas
$319K +$17.4K +212 +6%
PFM
793
Parsec Financial Management
North Carolina
$318K -$215K -2,616 -40%
VNIM
794
Vaughan Nelson Investment Management
Texas
$318K +$318K +3,865 New
WDC
795
Woodward Diversified Capital
California
$317K -$81.4K -990 -20%
DP
796
Dearborn Partners
Illinois
$317K
OWP
797
Obermeyer Wealth Partners
Colorado
$317K
PAA
798
Peregrine Asset Advisers
Oregon
$316K +$247 +3 +0.1%
CAM
799
Concorde Asset Management
Michigan
$314K -$27.8K -338 -8%
IFG
800
Investors Financial Group
Minnesota
$313K -$3.87K -47 -1%

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.