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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
HP
101
HT Partners
Connecticut
$17.5M +$9.84K +119 +0.1%
TH
102
TCTC Holdings
Texas
$17.2M +$17.1M +206,540 New
BlackRock
103
BlackRock
New York
$16.7M +$16.5M +199,567 +12,066%
TPCW
104
TD Private Client Wealth
New York
$16.6M +$1.14M +13,795 +7%
Verition Fund Management
105
Verition Fund Management
Connecticut
$16.1M +$16M +193,513 New
BHWA
106
Beacon Harbor Wealth Advisors
Virginia
$16M +$15.9M +192,583 New
HPWM
107
Highland Private Wealth Management
Washington
$16M +$6.1M +73,713 +62%
BRWA
108
B. Riley Wealth Advisors
Florida
$15.9M +$1M +12,126 +7%
BC
109
Burney Company
Virginia
$15.7M +$1.76M +21,277 +13%
TNB
110
Thomasville National Bank
Georgia
$15.5M +$465K +5,625 +3%
CFB
111
Cullen/Frost Bankers
Texas
$15.5M +$12.2M +147,738 +387%
M&T Bank
112
M&T Bank
New York
$15M -$3.38M -40,919 -18%
FAAS
113
First Allied Advisory Services
California
$14.9M -$2.26M -27,322 -13%
NFG
114
Next Financial Group
Texas
$14.4M -$3.59M -43,420 -20%
CFA
115
Cahill Financial Advisors
Minnesota
$14.2M +$9.62M +116,285 +213%
MTC
116
Matrix Trust Company
Colorado
$13.9M -$1.96M -23,669 -12%
AI
117
Atria Investments
North Carolina
$13.9M +$13.8M +166,953 New
FHB
118
First Hawaiian Bank
Hawaii
$13.9M +$7.63M +92,219 +124%
SFS
119
Sowell Financial Services
Arkansas
$13.7M +$7.07M +85,518 +108%
DWM
120
Doyle Wealth Management
Florida
$13.4M -$236K -2,859 -2%
PWLP
121
Prio Wealth Limited Partnership
Massachusetts
$13.4M +$1.29M +15,585 +11%
MAM
122
Meeder Asset Management
Ohio
$13.2M -$20.8M -251,002 -61%
AF
123
Affiance Financial
Minnesota
$13.1M -$305K -3,685 -2%
NAS
124
Nicolet Advisory Services
Wisconsin
$13M +$8.18M +98,919 +173%
CW
125
CreativeOne Wealth
Kansas
$13M +$3.88M +46,858 +43%

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.