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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
JSL
176
JT Stratford LLC
Georgia
$7.21M +$2.56K +31 +0%
WAS
177
Wealth Advisory Solutions
Indiana
$7.09M +$188K +2,275 +3%
CAN
178
Cetera Advisor Networks
California
$6.97M -$1.45M -17,506 -17%
ONB
179
Old National Bancorp
Indiana
$6.88M -$291K -3,514 -4%
CCG
180
Chatham Capital Group
Georgia
$6.88M +$982K +11,875 +17%
BCWM
181
Bartlett & Co Wealth Management
Ohio
$6.87M +$1.48M +17,905 +28%
BC
182
Bartlett & Co
Ohio
$6.87M +$1.48M +17,905 +28%
SIA
183
Strategic Investment Advisors
Michigan
$6.75M +$3.55M +42,901 +112%
Millennium Management
184
Millennium Management
New York
$6.75M +$6.72M +81,220 New
WT
185
Whittier Trust
California
$6.69M -$290K -3,504 -4%
BWA
186
BDO Wealth Advisors
Florida
$6.68M +$3.3M +39,877 +98%
FNBT
187
FineMark National Bank & Trust
Florida
$6.68M -$566K -6,845 -8%
AWM
188
Avior Wealth Management
Nebraska
$6.64M +$3.72M +45,017 +129%
CAM
189
Cresset Asset Management
Illinois
$6.6M +$3.89M +47,078 +146%
PCG
190
Private Capital Group
Connecticut
$6.56M +$1.21M +14,578 +23%
BC
191
Burleson & Co
California
$6.55M +$102K +1,233 +2%
MPIA
192
Mountain Pacific Investment Advisers
Idaho
$6.47M -$14K -169 -0.2%
EI
193
Ellevest Inc
New York
$6.38M +$1.09M +13,235 +21%
PMG
194
ProVise Management Group
Florida
$6.36M +$924K +11,175 +17%
Bank Julius Baer & Co
195
Bank Julius Baer & Co
Switzerland
$6.27M +$3.59M +43,368 +135%
PPW
196
Pasadena Private Wealth
California
$6.25M +$2.8M +33,848 +82%
MA
197
Modus Advisors
Minnesota
$6.17M -$1.09M -13,224 -15%
William Blair & Company
198
William Blair & Company
Illinois
$6.16M +$1.08M +13,060 +21%
AC
199
Apella Capital
Connecticut
$6.06M +$961K +11,622 +19%
KPCM
200
Kings Point Capital Management
New York
$5.91M +$1.21M +14,679 +26%

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.