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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
SWA
976
SOA Wealth Advisors
New York
$29K
AIG
977
American International Group
New York
$27.1K
RBC
978
Roble Belko & Company
Pennsylvania
$25K
DAM
979
Delta Asset Management
Tennessee
$23K +$1.81K +22 +9%
CFN
980
Cordasco Financial Network
Florida
$22K
HWM
981
HighMark Wealth Management
Minnesota
$22K +$22.2K +270 New
SNT
982
Security National Trust
West Virginia
$21K
ATC
983
Adirondack Trust Company
New York
$17K
AIP
984
Ameritas Investment Partners
Nebraska
$17K
RG
985
Retirement Group
California
$16K
RDWM
986
Red Door Wealth Management
Tennessee
$16K +$16.5K +200 New
M
987
MOTCO
Texas
$14K
WQ
988
Wealth Quarterback
New Jersey
$14K +$13.5K +164 New
MCM
989
Manchester Capital Management
Vermont
$13K
MFM
990
MD Financial Management
Ontario, Canada
$13K
RCA
991
Ranch Capital Advisors
Florida
$13K
VRM
992
Vectors Research Management
New York
$12K -$4.11K -50 -25%
HFS
993
Horizon Financial Services
North Carolina
$12K
BWL
994
Bogart Wealth LLC
Virginia
$11K +$658 +8 +6%
VNA
995
Valley National Advisers
Pennsylvania
$10K -$165 -2 -2%
BFC
996
Bedel Financial Consulting
Indiana
$9K -$1.4K -17 -13%
BCM
997
Bourgeon Capital Management
Connecticut
$9K
EIP
998
Ellis Investment Partners
Pennsylvania
$9K
FFA
999
Freedman Financial Associates
Massachusetts
$9K
MIM
1000
Macroview Investment Management
Maryland
$9K

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.