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Vanguard Short-Term Bond ETF

993 hedge funds and large institutions have $18.7B invested in Vanguard Short-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 452 increasing their positions, 251 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 50

80% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 251

15% more funds holding in top 10

Funds holding in top 10: 109125 (+16)

13% more capital invested

Capital invested by funds: $16.5B → $18.7B (+$2.14B)

11% more funds holding

Funds holding: 892993 (+101)

2.98% more ownership

Funds ownership: 60.78%63.76% (+3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $315K

Holders
993
Holders Change
+101
Holders Change %
+11.32%
% of All Funds
17.57%
Holding in Top 10
125
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.68%
% of All Funds
2.21%
New
170
Increased
452
Reduced
251
Closed
50
Calls
Puts
$315K
Net Calls
-$315K
Net Calls Change
-$240K
Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
276
Center For Asset Management
Florida
$4.87M +$4.87M +58,788 New
GM
277
GeoWealth Management
Illinois
$4.87M -$2.12M -25,564 -30%
IAN
278
Integrated Advisors Network
Texas
$4.84M +$447K +5,399 +10%
SB
279
Simmons Bank
Arkansas
$4.81M -$113K -1,359 -2%
SIM
280
Sadoff Investment Management
Wisconsin
$4.8M -$22K -265 -0.5%
AIS
281
American Investment Services
Massachusetts
$4.8M +$825K +9,960 +21%
SCA
282
Stokes Capital Advisors
South Carolina
$4.78M +$208K +2,512 +5%
MA
283
MUFG Americas
New York
$4.78M +$765K +9,233 +19%
MECA
284
Miller Equity Capital Advisors
Texas
$4.73M +$60.1K +725 +1%
VAM
285
Verity Asset Management
North Carolina
$4.7M +$4.28M +51,692 +1,022%
FBC
286
Fairfield, Bush & Co
Connecticut
$4.65M +$2.66M +32,049 +133%
BSA
287
Bull Street Advisors
Georgia
$4.61M +$315K +3,800 +7%
JFGIW
288
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.59M +$348K +4,197 +8%
OAM
289
Oppenheimer Asset Management
New York
$4.52M +$206K +2,488 +5%
WFA
290
Websterrogers Financial Advisors
South Carolina
$4.5M +$4.5M +54,300 New
NFP
291
Novak Financial Planning
Maryland
$4.48M +$4.48M +54,079 New
CG
292
Colony Group
Massachusetts
$4.46M -$88.1K -1,063 -2%
Franklin Resources
293
Franklin Resources
California
$4.46M +$901K +10,873 +25%
LSAG
294
Lake Street Advisors Group
New Hampshire
$4.41M +$13.6K +164 +0.3%
SW
295
SVB Wealth
Massachusetts
$4.41M -$36.5K -440 -0.8%
CWM
296
Concentric Wealth Management
California
$4.41M +$2.5M +30,138 +131%
WTC
297
WhitTier Trust Company
Nevada
$4.39M +$116K +1,401 +3%
PAG
298
Private Advisory Group
Washington
$4.36M +$4.36M +52,644 New
CWM
299
Calamos Wealth Management
Illinois
$4.31M -$799K -9,640 -16%
EH
300
Equitable Holdings
New York
$4.29M +$638K +7,705 +17%

BSV Hedge Fund Activity: Q4 2020 in Review

993 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q4 2020, worth a combined $18.7B — up 13% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new BSV positions and 50 closed out — a net gain of 120 holders — while 452 added to existing stakes and 251 trimmed.

The largest buyer was MetLife Investment Management, opening a new position worth an estimated $395M. The largest seller was Toews Corporation, exiting entirely with an estimated $193M sold.

  • 993 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q4 2020, up from 892 in Q3 2020.
  • Funds reported $18.7B of Vanguard Short-Term Bond ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 170 funds opened new Vanguard Short-Term Bond ETF positions in Q4 2020 and 50 closed out, a net change of +120 holders.
  • The largest Vanguard Short-Term Bond ETF buyer in Q4 2020 was MetLife Investment Management, an estimated $395M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q4 2020 was Toews Corporation, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2020.