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Vanguard Short-Term Bond ETF
BSV

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: 90 → 95 (+5)

5% more funds holding

Funds holding: 816 → 859 (+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

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$107M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$91.3M
3
Morgan Stanley
Morgan Stanley
New York
+$90M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$73.9M
5
Wells Fargo
Wells Fargo
California
+$64.1M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$437M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$180M
3
Osaic Holdings
Osaic Holdings
Arizona
-$94.6M
4
Victory Capital Management
Victory Capital Management
Texas
-$50.7M
5
AC
Athanor Capital
New York
-$29.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
851
Wallington Asset Management
Indiana
$2K -$651K -7,870 -80%
AA
852
AlphaMark Advisors
Kentucky
$2K – – –
PFO
853
Pathstone Family Office
New Jersey
$2K – – –
WAS
854
Winch Advisory Services
Wisconsin
$2K +$83 +1 +4%
GWS
855
Glassman Wealth Services
Virginia
$1K -$260K -3,149 -100%
CFN
856
Cordasco Financial Network
Florida
$1K – – –
EWM
857
Endurance Wealth Management
Rhode Island
$1K – – –
IBOK
858
Independence Bank of Kentucky
Kentucky
$1K – – –
TFO
859
Tarbox Family Office
California
$1K – – –
TFA
860
Transamerica Financial Advisors
Florida
$1K +$83 +1 New
Simplex Trading
861
Simplex Trading
Illinois
$1K +$1.16K +14 New
AC
862
Athanor Capital
New York
– -$29.2M -355,166 Closed
JG
863
Jefferies Group
New York
– -$25.1M -305,000 Closed
MCM
864
Moore Capital Management
New York
– -$20.1M -244,997 Closed
CIM
865
Cambria Investment Management
California
– -$13.8M -168,285 Closed
HP
866
Hikari Power
Japan
– -$9.42M -114,600 Closed
FFN
867
Focus Financial Network
Minnesota
– -$6.78M -82,493 Closed
MHS
868
M Holdings Securities
Oregon
– -$6.07M -73,869 Closed
PCM
869
Penserra Capital Management
California
– -$5.14M -62,175 Closed
AllianceBernstein
870
AllianceBernstein
Tennessee
– -$3.16M -38,461 Closed
QA
871
Quantitative Advantage
Minnesota
– -$2.99M -36,356 Closed
BSAM
872
Blue Sky Asset Management
Colorado
– -$2.82M -34,284 Closed
SS
873
Sunbelt Securities
Texas
– -$2.39M -29,398 Closed
PP
874
PagnatoKarp Partners
Virginia
– -$1.49M -18,082 Closed
CWP
875
Capital Wealth Planning
Florida
– -$1.08M -13,127 Closed
33 34
35
36 37

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.