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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
AA
126
ALPS Advisors
Colorado
$19.3M -$111K -1,350 -0.6%
CAN
127
Cetera Advisor Networks
California
$19.2M +$10.7M +130,656 +127%
LFS
128
Lutz Financial Services
Nebraska
$18.7M +$361K +4,386 +2%
WFWM
129
Wechter Feldman Wealth Management
New Jersey
$18.6M +$18.1M +220,317 +3,812%
TNB
130
Thomasville National Bank
Georgia
$18.5M +$3.73M +45,290 +25%
PIFP
131
Partners in Financial Planning
Virginia
$18.3M +$18.4M +223,281 New
SP
132
Symmetry Partners
Connecticut
$18.1M -$7.42M -90,249 -29%
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$18M +$4.03M +49,000 +29%
ACA
134
Anchor Capital Advisors
Massachusetts
$18M +$423K +5,148 +2%
BC
135
Burney Company
Virginia
$17.9M -$2.99M -36,402 -14%
AIM
136
Astor Investment Management
Illinois
$17.8M +$852K +10,359 +5%
WWM
137
Windsor Wealth Management
Indiana
$17.7M +$272K +3,302 +2%
5L
138
55I LLC
Massachusetts
$17.5M +$5.49M +66,738 +45%
KL
139
KWMG LLC
Kansas
$17.4M +$350K +4,250 +2%
CA
140
CGN Advisors
Kansas
$17.2M +$1.61M +19,620 +10%
Betterment LLC
141
Betterment LLC
New York
$17M +$1.28M +15,600 +8%
CS
142
Comerica Securities
Michigan
$16.8M +$759K +9,232 +5%
CIA
143
Capital Investment Advisors
Georgia
$16.6M -$1.94M -23,590 -10%
PMAS
144
PNC Managed Account Solutions
Texas
$16.2M +$16.2M +197,056 New
NAS
145
Nicolet Advisory Services
Wisconsin
$16.2M +$69.5K +845 +0.4%
NOI
146
Newton One Investments
Delaware
$15.9M +$727K +8,843 +5%
TC
147
Telemus Capital
Michigan
$15.9M -$701K -8,523 -4%
SAS
148
SMI Advisory Services
Indiana
$15.4M +$1.17M +14,267 +8%
NL
149
NWAM LLC
Washington
$15M +$2.26M +27,413 +18%
MG
150
MilWealth Group
Wisconsin
$14.9M +$417K +5,065 +3%

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.