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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
CIC
876
Carnegie Investment Counsel
Ohio
-$940K -11,440 Closed
TD Asset Management
877
TD Asset Management
Ontario, Canada
-$646K -7,862 Closed
WANY
878
Wealthspire Advisors (New York)
New York
-$534K -6,498 Closed
OCM
879
One Capital Management
California
-$392K -4,772 Closed
FGAM
880
Financial Gravity Asset Management
Texas
-$380K -4,629 Closed
NIC
881
Northwest Investment Counselors
Oregon
-$354K -4,305 Closed
PPW
882
Parcion Private Wealth
Washington
-$339K -4,130 Closed
LW
883
Linscomb Wealth
Texas
-$320K -3,895 Closed
WAAG
884
Wealth Alliance Advisory Group
Kansas
-$276K -3,359 Closed
VC
885
Veracity Capital
Georgia
-$265K -3,228 Closed
RCAG
886
Rehmann Capital Advisory Group
Michigan
-$264K -3,211 Closed
HC
887
HNP Capital
New York
-$260K -3,150 Closed
AWE
888
Avidian Wealth Enterprises
Texas
-$238K -2,897 Closed
PAG
889
Pinnacle Advisory Group
Maryland
-$235K -2,865 Closed
GLA
890
Good Life Advisors
Pennsylvania
-$231K -2,794 Closed
WHG
891
Westwood Holdings Group
Texas
-$220K -2,678 Closed
AW
892
ACG Wealth
Georgia
-$218K -2,651 Closed
CGFA
893
Colton Groome Financial Advisors
North Carolina
-$218K -2,647 Closed
Lido Advisors
894
Lido Advisors
California
-$208K -2,533 Closed
FMWA
895
Forvis Mazars Wealth Advisors
Missouri
-$203K -2,469 Closed
GCM
896
Galibier Capital Management
Ontario, Canada
-$186K -2,267 Closed
BMM
897
Berkshire Money Management
Massachusetts
-$132K -1,611 Closed
CFFP
898
Center for Financial Planning
Michigan
-$69K -840 Closed
WQ
899
Wealth Quarterback
New Jersey
-$38.2K -642 Closed
DWM
900
Darwin Wealth Management
Florida
-$49K -605 Closed

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.