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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
HWM
801
Howard Wealth Management
Connecticut
$309K +$10.3K +125 +3%
JFA
802
JNBA Financial Advisors
Minnesota
$306K
MWP
803
Meridian Wealth Partners
Pennsylvania
$306K +$49.8K +605 +19%
NCM
804
Narwhal Capital Management
Georgia
$305K +$5.76K +70 +2%
LFA
805
Landmark Financial Advisors
Kentucky
$303K +$303K +3,683 New
FNC
806
First National Corp
Massachusetts
$301K -$25.1K -305 -8%
EA
807
Ellsworth Advisors
Ohio
$301K
TRCT
808
Tower Research Capital (TRC)
New York
$299K +$294K +3,573 +5,763%
ECM
809
Evergreen Capital Management
Washington
$297K
EWM
810
Evermay Wealth Management
Virginia
$296K
W
811
WealthOne
New York
$294K +$494 +6 +0.2%
MAM
812
MMA Asset Management
Pennsylvania
$294K +$4.94K +60 +2%
HR
813
Hayden Royal
North Carolina
$292K +$11.4K +139 +4%
EWF
814
Epstein & White Financial
California
$292K +$292K +3,549 New
JCM
815
Jacobi Capital Management
Pennsylvania
$291K +$15.8K +192 +6%
NAG
816
Northstar Advisory Group
New Jersey
$290K +$3.29K +40 +1%
SFP
817
Sterling Financial Planning
New Jersey
$290K +$209K +2,535 +256%
FIA
818
Foundations Investment Advisors
Arizona
$289K -$18.2K -221 -6%
SWA
819
SFMG Wealth Advisors
Texas
$289K +$289K +3,514 New
MA
820
Montag & Associates
Georgia
$286K -$20.2K -245 -7%
EA
821
Elm Advisors
California
$284K +$8.06K +98 +3%
FBB
822
Fulton Breakefield Broenniman
Maryland
$283K +$69.1K +840 +32%
Neuberger Berman Group
823
Neuberger Berman Group
New York
$282K +$282K +3,429 New
SCM
824
Spreng Capital Management
Ohio
$280K -$12.7K -154 -4%
TCBWMS
825
Texas Capital Bank Wealth Management Services
Texas
$280K +$280K +3,409 New

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.