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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
Morgan Stanley
1
Morgan Stanley
New York
$2.03B +$90M +1,088,010 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.95B +$91.3M +1,104,473 +5%
Bank of America
3
Bank of America
North Carolina
$1.36B +$51.7M +625,223 +4%
Wells Fargo
4
Wells Fargo
California
$827M +$64.1M +774,797 +8%
PCA
5
Personal Capital Advisors
California
$598M -$9.39M -113,502 -2%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$355M -$7.69M -92,961 -2%
BCMIO
7
Beacon Capital Management Inc (Ohio)
Ohio
$339M -$437M -5,283,596 -56%
Osaic Holdings
8
Osaic Holdings
Arizona
$323M -$94.6M -1,143,724 -23%
LPL Financial
9
LPL Financial
California
$304M +$10.1M +121,570 +3%
Ameriprise
10
Ameriprise
Minnesota
$286M +$107M +1,295,165 +60%
UBS Group
11
UBS Group
Switzerland
$271M +$29.4M +355,657 +12%
JP Morgan Chase
12
JP Morgan Chase
New York
$251M -$14.3M -173,432 -5%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$188M -$180M -2,170,412 -49%
MIS
14
Morningstar Investment Services
Illinois
$181M -$6.71M -81,150 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$180M +$18.1M +218,632 +11%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$160M -$12.8M -155,314 -7%
ST
17
Smithfield Trust
Pennsylvania
$149M +$11.6M +139,956 +8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$145M -$2.64M -31,979 -2%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$137M +$44.3M +535,675 +48%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$134M +$5.47M +66,132 +4%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$126M +$73.9M +893,793 +144%
TI
22
Truepoint Inc
Ohio
$115M +$17.6M +212,701 +18%
Truist Financial
23
Truist Financial
North Carolina
$115M -$5.22M -63,119 -4%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111M +$36.3M +438,740 +49%
USAA
25
United Services Automobile Association
Texas
$103M +$21.3M +257,034 +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.