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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
GLA
851
Good Life Advisors
Pennsylvania
$260K -$55.7K -677 -18%
JIR
852
James Investment Research
Ohio
$258K -$257K -3,130 -50%
QCIG
853
Quad-Cities Investment Group
Iowa
$258K +$258K +3,140 New
TA
854
TFG Advisers
Michigan
$256K +$1.07K +13 +0.4%
CNC
855
Canandaigua National Corp
New York
$254K
LCP
856
Legacy Capital Partners
Wisconsin
$247K
NHC
857
Nicholas Hoffman & Company
Georgia
$247K +$30K +365 +14%
CI
858
Ceera Investments
Texas
$246K -$12.8K -155 -5%
GP
859
Girard Partners
Pennsylvania
$246K -$3.21K -39 -1%
IC
860
Intersect Capital
California
$246K
TWP
861
Tempus Wealth Planning
California
$246K +$246K +2,995 New
NCM
862
Northwest Capital Management
Oregon
$244K
JAG
863
Journey Advisory Group
Kentucky
$244K +$244K +2,968 New
GCM
864
Gibraltar Capital Management
Oklahoma
$243K +$987 +12 +0.4%
LWM
865
Liberty Wealth Management
California
$243K +$12.5K +152 +5%
BFS
866
Baskin Financial Services
Ontario, Canada
$242K +$242K +2,945 New
RMAM
867
Raab & Moskowitz Asset Management
New Jersey
$241K +$12.3K +149 +5%
BIA
868
Bigelow Investment Advisors
Maine
$240K
SAF
869
Smith Anglin Financial
Texas
$239K -$4.2K -51 -2%
RVM
870
Robinson Value Management
Texas
$239K
SFG
871
SageGuard Financial Group
Tennessee
$236K -$14.6K -178 -6%
KLI
872
Kelman-Lazarov Inc
Tennessee
$234K -$131K -1,591 -36%
SAM
873
Secure Asset Management
Michigan
$233K -$296K -3,594 -56%
RMC
874
Resources Management Corp
Connecticut
$233K +$233K +2,835 New
AWA
875
Alta Wealth Advisors
Massachusetts
$232K

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.