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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
VCM
1001
Vigilant Capital Management
Maine
$9K +$8.97K +109 New
BEI
1002
Benjamin Edwards Inc
Missouri
$8K
OSAM
1003
O'Shaughnessy Asset Management
Connecticut
$8K +$8.23K +100 New
LC
1004
Lindbrook Capital
California
$7K
HI
1005
Hudock Inc
Pennsylvania
$7K +$4.94K +60 +214%
CYG
1006
Clean Yield Group
Vermont
$7K +$7.32K +89 New
LWA
1007
Lowe Wealth Advisors
Maryland
$5K
IF
1008
Ironwood Financial
Arizona
$5K +$4.94K +60 New
FCB
1009
First Command Bank
Texas
$4K -$1.4K -17 -25%
FCFS
1010
First Command Financial Services
Texas
$4K -$1.4K -17 -25%
CFO
1011
CVA Family Office
Colorado
$4K
LB
1012
Legacy Bridge
Iowa
$4K
PK
1013
Pflug Koory
Nebraska
$4K
SSW
1014
Smith Shellnut Wilson
Mississippi
$4K
BBL
1015
Beck Bode LLC
Massachusetts
$4K +$4.03K +49 New
LSA
1016
Lion Street Advisors
Texas
$3.29K +$3.29K +40 New
SIS
1017
Sound Income Strategies
Florida
$3K -$18.9K -230 -86%
LF
1018
Lee Financial
Texas
$3K -$3.13K -38 -50%
NFSG
1019
Newbridge Financial Services Group
Florida
$3K +$2.88K +35 New
POIA
1020
Pin Oak Investment Advisors
Texas
$3K +$3.37K +41 New
SIC
1021
Salem Investment Counselors
North Carolina
$2K -$5.76K -70 -74%
WAS
1022
Winch Advisory Services
Wisconsin
$2K
GWS
1023
Glassman Wealth Services
Virginia
$1K
PMFA
1024
Plante Moran Financial Advisors
Michigan
$1K +$905 +11 New
MA
1025
MBA Advisors
Pennsylvania
$689 -$113K -1,372 -14%

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.