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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
WT
251
Whittier Trust
California
$6.46M -$37.3K -452 -0.6%
CI
252
CX Institutional
Indiana
$6.45M +$6.48M +78,535 New
WF
253
Welch & Forbes
Massachusetts
$6.36M +$218K +2,635 +4%
CWM
254
Concentric Wealth Management
California
$6.29M +$1.93M +23,331 +44%
BSA
255
Bull Street Advisors
Georgia
$6.26M +$1.7M +20,625 +37%
TI
256
tru Independence
Oregon
$6.25M +$6.28M +76,044 New
ASN
257
Advisory Services Network
Georgia
$6.17M +$795K +9,629 +15%
SW
258
StrongBox Wealth
Missouri
$6.16M -$873K -10,573 -12%
BFG
259
Baron Financial Group
New Jersey
$6.14M +$4.21M +50,950 +215%
MA
260
Modus Advisors
Minnesota
$6.1M +$315K +3,810 +5%
Natixis Advisors
261
Natixis Advisors
Massachusetts
$6.06M +$513K +6,214 +9%
MAS
262
Managed Account Services
Florida
$6.06M -$1.64M -19,843 -21%
PAM
263
Peak Asset Management
Colorado
$6.02M -$1.96M -23,778 -25%
PMG
264
ProVise Management Group
Florida
$5.99M -$326K -3,948 -5%
PG
265
Prostatis Group
Maryland
$5.99M -$2.04M -24,726 -25%
FWP
266
FAS Wealth Partners
Kansas
$5.99M -$422K -5,108 -7%
CWAG
267
Compton Wealth Advisory Group
Virginia
$5.91M -$266K -3,223 -4%
SIA
268
Strategic Investment Advisors
Michigan
$5.86M +$548K +6,639 +10%
MW
269
MBL Wealth
North Carolina
$5.84M -$271K -3,280 -4%
LIG
270
Lokken Investment Group
Delaware
$5.83M -$1.34M -16,262 -19%
SFA
271
Semmax Financial Advisors
North Carolina
$5.81M +$719K +8,706 +14%
CCM
272
Covington Capital Management
California
$5.78M +$500K +6,062 +9%
FAT
273
First American Trust
California
$5.78M +$2.24M +27,182 +63%
OPWM
274
Oakwell Private Wealth Management
Texas
$5.78M +$751K +9,100 +15%
WFA
275
Websterrogers Financial Advisors
South Carolina
$5.75M +$1.29M +15,630 +29%

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.