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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
APC
201
Aspire Private Capital
North Carolina
$5.84M +$1.52M +18,345 +35%
CMBA
202
C.M. Bidwell & Associates
Hawaii
$5.82M +$128K +1,547 +2%
JWCA
203
J.W. Cole Advisors
Florida
$5.79M +$5.76M +69,603 New
SW
204
SVB Wealth
Massachusetts
$5.66M +$5.62M +67,899 +31,581%
CCM
205
Colorado Capital Management
Colorado
$5.61M +$67.9K +821 +1%
BS
206
Banco Santander
Spain
$5.58M -$508K -6,142 -8%
ACS
207
Archford Capital Strategies
Illinois
$5.46M +$4.42M +53,431 +436%
CWM
208
Calamos Wealth Management
Illinois
$5.44M +$1.16M +14,075 +27%
FA
209
Fagan Associates
New York
$5.43M +$749K +9,058 +16%
Natixis Advisors
210
Natixis Advisors
Massachusetts
$5.32M +$615K +7,440 +13%
WFPG
211
Waller Financial Planning Group
Ohio
$5.3M +$5.27M +63,710 New
DC
212
Davenport & Co
Virginia
$5.26M +$398K +4,808 +8%
AAP
213
Arax Advisory Partners
Colorado
$5.22M +$1.07M +12,878 +26%
WCM
214
Windsor Capital Management
Arizona
$5.22M +$456K +5,512 +10%
WCM
215
Windham Capital Management
Massachusetts
$5.21M +$1.53M +18,550 +42%
EWMCB
216
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.17M +$153K +1,848 +3%
CWM
217
Cranbrook Wealth Management
Michigan
$5.17M -$75.1K -908 -1%
CCM
218
Covington Capital Management
California
$5.12M +$369K +4,456 +8%
1WA
219
180 Wealth Advisors
Washington
$5.1M +$90.3K +1,092 +2%
BCM
220
Brookstone Capital Management
Illinois
$5.07M -$1.83M -22,168 -27%
IA
221
IFG Advisory
Georgia
$5.03M +$47.2K +571 +1%
GM
222
GeoWealth Management
Illinois
$5.02M +$4.99M +60,393 New
AACR
223
ACR Alpine Capital Research
Missouri
$4.95M +$244K +2,949 +5%
SIM
224
Sadoff Investment Management
Wisconsin
$4.85M -$66.2K -800 -1%
PP
225
PDS Planning
Ohio
$4.84M +$3.09M +37,412 +179%

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.