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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
C
876
Certuity
Florida
$230K +$3.13K +38 +1%
CG
877
CFO4Life Group
Texas
$229K +$82 +1 +0%
CAAS
878
Capital Asset Advisory Services
Michigan
$228K -$153K -1,856 -40%
TCMP
879
Thrive Capital Management (Pennsylvania)
Pennsylvania
$223K -$18.7K -227 -8%
LC
880
Landaas & Company
Wisconsin
$223K -$15.2K -185 -6%
GWM
881
Gray Wealth Management
Maine
$223K
HIS
882
Horizon Investment Services
Indiana
$223K
FRA
883
Front Row Advisors
California
$222K -$8.97K -109 -4%
WIC
884
Woodmont Investment Counsel
Tennessee
$221K +$221K +2,684 New
BFS
885
Beacon Financial Strategies
North Carolina
$220K +$221K +2,683 New
JFA
886
Johanson Financial Advisors
California
$220K -$59.4K -722 -21%
SG
887
StoneX Group
New York
$219K -$411 -5 -0.2%
First Manhattan
888
First Manhattan
New York
$218K
CT
889
Caldwell Trust
Florida
$216K
CA
890
Clearstead Advisors
Ohio
$214K -$8.88K -108 -4%
SWM
891
Stockman Wealth Management
Montana
$214K +$8.64K +105 +4%
BCM
892
Brookmont Capital Management
Texas
$214K +$214K +2,600 New
JWM
893
Janiczek Wealth Management
Colorado
$212K
CP
894
Cumberland Partners
Ontario, Canada
$210K +$211K +2,560 New
Carson Wealth (CWM LLC)
895
Carson Wealth (CWM LLC)
Nebraska
$209K
MM
896
Main Management
California
$207K
HIP
897
HUB Investment Partners
Texas
$207K +$208K +2,524 New
LWM
898
Lyell Wealth Management
California
$206K
AL
899
ADE LLC
Maryland
$205K
HFS
900
Howard Financial Services
Texas
$204K -$111K -1,348 -35%

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.