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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
Millennium Management
201
Millennium Management
New York
$9.79M +$7.09M +86,245 +262%
CCG
202
Chatham Capital Group
Georgia
$9.79M +$479K +5,823 +5%
Lido Advisors
203
Lido Advisors
California
$9.62M -$622K -7,567 -6%
IIC
204
Integrated Investment Consultants
Michigan
$9.39M +$1.79M +21,719 +23%
WLIM
205
White Lighthouse Investment Management
Massachusetts
$9.36M +$2.7M +32,844 +41%
CJA
206
C-J Advisory
California
$9.34M +$541K +6,582 +6%
SB
207
Simmons Bank
Arkansas
$9.24M +$202K +2,459 +2%
SWM
208
SigFig Wealth Management
California
$9.17M +$963K +11,710 +12%
VWA
209
Visionary Wealth Advisors
Illinois
$9.08M +$3.78M +45,897 +71%
CT
210
Coastline Trust
Rhode Island
$9.01M -$624K -7,590 -6%
SWM
211
Spire Wealth Management
Virginia
$8.93M -$1.31M -15,896 -13%
FPIS
212
Financial Planning & Information Services
Wisconsin
$8.81M +$1.08M +13,171 +14%
SCA
213
Stokes Capital Advisors
South Carolina
$8.74M +$1.04M +12,625 +13%
AW
214
Avion Wealth
Texas
$8.7M -$3.9M -47,435 -31%
APC
215
Aspire Private Capital
North Carolina
$8.69M +$1.27M +15,467 +17%
REMPR
216
Roof Eidam Maycock Peralta (REMP)
California
$8.53M -$274K -3,332 -3%
CAL
217
Capital Analysts LLC
Pennsylvania
$8.49M +$280K +3,404 +3%
ZC
218
Zeit Capital
Colorado
$8.43M +$101K +1,227 +1%
AIM
219
Allen Investment Management
New York
$8.4M +$473K +5,746 +6%
CPWM
220
Cardinal Point Wealth Management
California
$8.31M +$214K +2,605 +3%
SCM
221
Southport Capital Management
Tennessee
$8.22M +$921K +11,200 +13%
LIM
222
Leavell Investment Management
Alabama
$8.21M
KPWS
223
Kestra Private Wealth Services
Texas
$8.18M -$97.1K -1,180 -1%
PA
224
Parallel Advisors
California
$8.16M +$35.4K +430 +0.4%
CIP
225
Capital Insight Partners
Arizona
$7.99M +$527K +6,404 +7%

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.