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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
EG
151
Enstar Group
Bermuda
$9.97M
RVPG
152
Relative Value Partners Group
$9.95M +$7.45M +90,124 +305%
AIA
153
Arbor Investment Advisors
North Carolina
$9.84M -$6.01M -72,683 -38%
ACA
154
Ackerman Capital Advisors
Texas
$9.78M +$4.02M +48,596 +70%
HI
155
Human Investing
Oregon
$9.73M +$2.99M +36,189 +45%
Deutsche Bank
156
Deutsche Bank
Germany
$9.55M +$1.19M +14,398 +14%
PA
157
Parallel Advisors
California
$9.47M +$50.3K +608 +0.5%
BPA
158
Beacon Pointe Advisors
California
$9.34M +$3.55M +42,957 +62%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$8.85M +$565K +6,832 +7%
KCM
160
Kanawha Capital Management
Virginia
$8.62M +$1.4M +16,915 +19%
YAL
161
Your Advocates Ltd
Texas
$8.56M +$1.2M +14,570 +16%
LIA
162
LS Investment Advisors
Michigan
$8.36M +$1.66M +20,121 +25%
WLIM
163
White Lighthouse Investment Management
Massachusetts
$8.3M -$120K -1,455 -1%
AC
164
Alexandria Capital
Virginia
$8.29M -$1.21M -14,582 -13%
ABC
165
Associated Banc-Corp
Wisconsin
$8.25M +$1.1M +13,258 +15%
BAAM
166
Baker Avenue Asset Management
California
$8.08M +$2.1M +25,352 +35%
RG
167
Rathbones Group
United Kingdom
$8.02M +$400K +4,832 +5%
CJA
168
C-J Advisory
California
$7.79M +$220K +2,656 +3%
NL
169
NWAM LLC
Washington
$7.63M +$751K +9,077 +11%
AIM
170
Allen Investment Management
New York
$7.62M
SWG
171
Summit Wealth Group
Vermont
$7.58M +$57K +689 +0.8%
MAS
172
Managed Account Services
Florida
$7.56M +$4M +48,423 +114%
FIM
173
Freedom Investment Management
Connecticut
$7.5M -$1.39M -16,824 -16%
RC
174
Roundview Capital
New Jersey
$7.33M +$2M +24,134 +38%
DJSG
175
D.J. St. Germain
Massachusetts
$7.29M -$3.89K -47 -0.1%

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.