We are live on ! Find out more
BSV icon

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
RWM
176
Refined Wealth Management
Utah
$11.9M +$11.9M +144,973 New
MFG
177
Monumental Financial Group
Maryland
$11.7M +$10.9M +133,052 +1,522%
BFP
178
Briaud Financial Planning
Texas
$11.6M -$223K -2,712 -2%
WAS
179
Wealth Advisory Solutions
Indiana
$11.4M -$2.01M -24,450 -15%
AWA
180
Alaska Wealth Advisors
Alaska
$11.3M +$442K +5,378 +4%
RC
181
Roundview Capital
New Jersey
$11.2M +$1.58M +19,232 +16%
ACA
182
Ackerman Capital Advisors
Texas
$11.1M +$693K +8,427 +7%
RWP
183
Ridgecrest Wealth Partners
California
$11.1M +$9.85M +119,720 +793%
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$11M +$2.62M +31,900 +31%
TCWA
185
Ten Capital Wealth Advisors
Washington
$10.8M +$1.4M +17,037 +15%
ECML
186
Eagle Capital Management (Louisiana)
Louisiana
$10.7M -$335K -4,078 -3%
PP
187
PDS Planning
Ohio
$10.7M +$1.92M +23,394 +22%
NFG
188
Next Financial Group
Texas
$10.6M +$363K +4,410 +4%
BAAM
189
Baker Avenue Asset Management
California
$10.6M +$1.13M +13,700 +12%
MG
190
McCutchen Group
Washington
$10.6M -$861K -10,462 -7%
MC
191
Minot Capital
Colorado
$10.4M +$4.78M +58,129 +84%
M&T Bank
192
M&T Bank
New York
$10.4M -$749K -9,108 -7%
DWP
193
Destiny Wealth Partners
Florida
$10.4M -$433K -5,269 -4%
CWM
194
Cornerstone Wealth Management
Missouri
$10.3M +$616K +7,493 +6%
DE
195
Day & Ennis
Georgia
$10.2M +$370K +4,501 +4%
FAIM
196
Financial Advocates Investment Management
Washington
$10.1M +$62.8K +763 +0.6%
SFP
197
Shepherd Financial Partners
Massachusetts
$10.1M +$10.1M +122,501 New
KJWM
198
Kiley Juergens Wealth Management
Washington
$10M +$1.47M +17,834 +17%
Legacy Financial Group (Iowa)
199
Legacy Financial Group (Iowa)
Iowa
$9.89M +$9.91M +120,415 New
PFA
200
Pure Financial Advisors
California
$9.8M -$236K -2,863 -2%

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.