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Vanguard Short-Term Bond ETF

1,023 hedge funds and large institutions have $20.8B invested in Vanguard Short-Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 504 increasing their positions, 290 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 290

56% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 66

12% more capital invested

Capital invested by funds: $18.7B → $20.8B (+$2.15B)

11% more funds holding in top 10

Funds holding in top 10: 125139 (+14)

3% more funds holding

Funds holding: 9931,023 (+30)

1.44% more ownership

Funds ownership: 63.76%65.2% (+1.4%)

Holders
1,023
Holders Change
+30
Holders Change %
+3.02%
% of All Funds
17.96%
Holding in Top 10
139
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+11.2%
% of All Funds
2.44%
New
103
Increased
504
Reduced
290
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
226
Capital Insight Partners
Arizona
$7.47M -$2.32M -28,064 -24%
APC
227
Aspire Private Capital
North Carolina
$7.42M +$833K +10,092 +13%
SCM
228
Southport Capital Management
Tennessee
$7.3M +$7.33M +88,821 New
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$7.27M +$4.76M +57,679 +187%
KC
230
Kingfisher Capital
North Carolina
$7.22M -$141K -1,711 -2%
DJSG
231
D.J. St. Germain
Massachusetts
$7.19M -$15.7K -190 -0.2%
ABC
232
Associated Banc-Corp
Wisconsin
$7.07M -$2.36M -28,599 -25%
OC
233
Oppenheimer & Co
New York
$7.04M +$500K +6,051 +8%
VCM
234
Verde Capital Management
Michigan
$6.93M +$52.8K +640 +0.8%
FA
235
Fortis Advisors
Pennsylvania
$6.89M +$6.13M +74,292 +174%
BC
236
Burleson & Co
California
$6.88M +$780K +9,445 +13%
FWM
237
Frontier Wealth Management
Missouri
$6.78M +$6.16M +74,675 +958%
AIM
238
Arcadia Investment Management
Michigan
$6.75M +$3.21M +38,875 +90%
AWM
239
Avior Wealth Management
Nebraska
$6.73M +$678K +8,217 +11%
IAN
240
Integrated Advisors Network
Texas
$6.72M +$1.93M +23,416 +40%
DI
241
DAGCO Inc
Ohio
$6.67M +$1.09M +13,197 +19%
WA
242
Wealth Architects
California
$6.66M +$796K +9,642 +13%
WLIM
243
White Lighthouse Investment Management
Massachusetts
$6.66M +$269K +3,263 +4%
FNBT
244
FineMark National Bank & Trust
Florida
$6.66M +$333K +4,033 +5%
WCM
245
Windsor Capital Management
Arizona
$6.66M +$1.02M +12,389 +18%
PMA
246
Prudent Man Advisors
Illinois
$6.66M -$156K -1,890 -2%
AC
247
Alexandria Capital
Virginia
$6.61M -$227K -2,753 -3%
TM
248
Titan Managers
Arizona
$6.54M +$5.62M +68,024 +592%
ONB
249
Old National Bancorp
Indiana
$6.5M +$165K +1,996 +3%
PAG
250
Private Advisory Group
Washington
$6.48M +$2.17M +26,235 +50%

BSV Hedge Fund Activity: Q1 2021 in Review

1,023 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q1 2021, worth a combined $20.8B — up 12% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new BSV positions and 66 closed out — a net gain of 37 holders — while 504 added to existing stakes and 290 trimmed.

The largest buyer was Wells Fargo, adding an estimated $387M. The largest seller was Victory Capital Management, cutting an estimated $155M.

  • 1,023 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q1 2021, up from 993 in Q4 2020.
  • Funds reported $20.8B of Vanguard Short-Term Bond ETF stock for Q1 2021, up 12% quarter-over-quarter.
  • 103 funds opened new Vanguard Short-Term Bond ETF positions in Q1 2021 and 66 closed out, a net change of +37 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q1 2021 was Wells Fargo, an estimated $387M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q1 2021 was Victory Capital Management, an estimated $155M sold.

Based on aggregated 13F filings for Q1 2021.