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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
GLLW
76
Graves Light Lenhart Wealth
Virginia
$24M +$3.67M +44,425 +18%
CIA
77
Capital Investment Advisors
Georgia
$23.9M +$9.02M +109,104 +61%
BUB
78
BBVA USA Bancshares
Texas
$22.8M +$5.24M +63,398 +30%
AWM
79
AE Wealth Management
Kansas
$22.8M +$12.7M +153,592 +128%
SS
80
Simplicity Solutions
Minnesota
$22.6M +$8.92M +107,836 +66%
LIM
81
Leavell Investment Management
Alabama
$22.5M +$751K +9,085 +3%
LRPA
82
L. Roy Papp & Associates
Arizona
$22.3M +$20.3M +245,730 +1,115%
AIM
83
Astor Investment Management
Illinois
$22.1M +$22M +266,186 New
JC
84
Jentner Corp
Ohio
$21.9M -$417K -5,039 -2%
AA
85
ALPS Advisors
Colorado
$21.9M -$160K -1,930 -0.7%
A
86
AdvicePeriod
California
$21.5M +$1.69M +20,421 +9%
TC
87
Telemus Capital
Michigan
$21.3M -$396K -4,790 -2%
Comerica Bank
88
Comerica Bank
Texas
$20.4M +$247K +2,983 +1%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$20.3M +$20.2M +243,747 New
AW
90
Avion Wealth
Texas
$19.6M -$5.19M -62,754 -21%
Man Group
91
Man Group
United Kingdom
$19.4M +$13.2M +159,551 +215%
BFA
92
Bluestem Financial Advisors
Illinois
$19.3M -$516K -6,239 -3%
CCM
93
Carlson Capital Management
Minnesota
$19.1M +$1.58M +19,101 +9%
TF
94
TIAA FSB
Florida
$18.8M +$2.24M +27,047 +14%
OPS
95
Orion Portfolio Solutions
Nebraska
$18.8M +$431K +5,215 +2%
LFS
96
Lutz Financial Services
Nebraska
$18.6M -$6.46M -78,071 -26%
LWA
97
LWS Wealth Advisors
New Jersey
$18.5M +$18.4M +222,827 New
BSW
98
Buckingham Strategic Wealth
Missouri
$17.7M +$11.8M +142,792 +204%
ACA
99
Anchor Capital Advisors
Massachusetts
$17.6M -$249K -3,011 -1%
BIG
100
Boothe Investment Group
Delaware
$17.6M +$17.5M +211,997 New

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.