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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
DWM
76
Doyle Wealth Management
Florida
$34.1M +$17.6M +214,086 +106%
MAM
77
Meeder Asset Management
Ohio
$33.3M -$11M -133,664 -25%
BWM
78
Brickley Wealth Management
California
$33.2M -$2.21M -26,889 -6%
CW
79
CreativeOne Wealth
Kansas
$31.8M +$2.48M +30,146 +8%
Citigroup
80
Citigroup
New York
$31.6M -$637K -7,744 -2%
KAS
81
Kestra Advisory Services
Texas
$31.6M +$2.88M +35,031 +10%
BC
82
Bartlett & Co
Ohio
$31.4M +$656K +7,975 +2%
BCWM
83
Bartlett & Co Wealth Management
Ohio
$31.4M +$656K +7,975 +2%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$30.8M +$15.9K +193 +0.1%
GLLW
85
Graves Light Lenhart Wealth
Virginia
$30.5M +$254K +3,092 +0.8%
BWA
86
BDO Wealth Advisors
Florida
$30.2M +$2.93M +35,572 +11%
BFG
87
Bouchey Financial Group
New York
$29.2M +$1.88M +22,902 +7%
AF
88
Affiance Financial
Minnesota
$28.6M +$1.85M +22,492 +7%
TPCW
89
TD Private Client Wealth
New York
$28.3M +$2.21M +26,811 +8%
DW
90
Domani Wealth
Pennsylvania
$27.5M -$15.3M -186,309 -36%
GAM
91
Gemmer Asset Management
California
$27.5M +$1.88M +22,881 +7%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$27.5M +$3.1M +37,666 +13%
BFA
93
Bluestem Financial Advisors
Illinois
$27.1M +$3.93M +47,779 +17%
FHC
94
First Horizon Corporation
Tennessee
$26.7M -$9.45M -114,909 -26%
EC
95
Estate Counselors
Wisconsin
$25.6M +$15M +181,840 +140%
CT
96
Cambridge Trust
Massachusetts
$25.2M +$92.2K +1,121 +0.4%
PWLP
97
Prio Wealth Limited Partnership
Massachusetts
$25.1M +$1.96M +23,855 +8%
CI
98
CX Institutional
Indiana
$24M +$17.6M +213,337 +272%
Prudential Financial
99
Prudential Financial
New Jersey
$23.6M +$4.01M +48,707 +20%
Citadel Advisors
100
Citadel Advisors
Florida
$23.5M +$23.5M +285,870 New

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.