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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
S
926
SignatureFD
Georgia
$106K
AF
927
Advisornet Financial
Minnesota
$104K
ZB
928
Zions Bancorporation
Utah
$104K +$16.5K +200 +19%
PGAM
929
Princeton Global Asset Management
New Jersey
$103K
SFPG
930
Stonebridge Financial Planning Group
Florida
$101K -$95.4K -1,160 -49%
IRAG
931
Investment Research & Advisory Group
Georgia
$101K +$19.7K +240 +24%
FGAM
932
Financial Gravity Asset Management
Texas
$100K +$2.8K +34 +3%
SCA
933
Stonebridge Capital Advisors
Minnesota
$95K +$39.4K +479 +71%
HFA
934
Hoover Financial Advisors
Pennsylvania
$94K -$22.1K -269 -19%
CPWM
935
Cypress Point Wealth Management
Texas
$89K +$247 +3 +0.3%
KTC
936
Kistler-Tiffany Companies
Pennsylvania
$83K
Toronto Dominion Bank
937
Toronto Dominion Bank
Ontario, Canada
$82K -$31.3K -380 -28%
FPFS
938
First Personal Financial Services
North Carolina
$82K
PP
939
Pacifica Partners
Canada
$82K
TFGT
940
TS Financial Group (TSFG)
Illinois
$79K
SSB
941
Sandy Spring Bank
Maryland
$77K
HIA
942
Harbor Investment Advisory
Maryland
$76K
GEA
943
Glen Eagle Advisors
New Jersey
$74.8K
GI
944
Gradient Investments
Minnesota
$72K -$55.9K -679 -44%
HWMA
945
Heritage Wealth Management (Arizona)
Arizona
$70K -$5.76K -70 -8%
OC
946
Oakworth Capital
Alabama
$70K
HCM
947
Horrell Capital Management
Arkansas
$69K
CFD
948
Creative Financial Designs
Indiana
$61K +$29.5K +358 +92%
LWANC
949
Laurel Wealth Advisors (North Carolina)
North Carolina
$61K +$60.7K +738 New
JGIA
950
Jackson Grant Investment Advisers
Connecticut
$58K -$20.6K -250 -26%

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.