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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
WS
276
Wela Strategies
Georgia
$5.72M +$2.27M +27,542 +66%
MC
277
Minot Capital
Colorado
$5.67M
FVWA
278
Foster Victor Wealth Advisors
South Carolina
$5.62M +$367K +4,445 +7%
CCM
279
Colorado Capital Management
Colorado
$5.61M +$111K +1,350 +2%
NFP
280
Novak Financial Planning
Maryland
$5.55M +$1.11M +13,443 +25%
MWM
281
McNaughton Wealth Management
California
$5.51M +$571K +6,915 +11%
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$5.51M +$1.66M +20,112 +43%
FIM
283
Freedom Investment Management
Connecticut
$5.46M -$583K -7,062 -10%
IA
284
IFG Advisory
Georgia
$5.45M +$384K +4,649 +8%
CA
285
Cambridge Associates
Massachusetts
$5.42M -$3.03M -36,748 -36%
NG
286
Northstar Group
New York
$5.39M -$485K -5,873 -8%
EWMCB
287
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$5.38M +$122K +1,477 +2%
CMBA
288
C.M. Bidwell & Associates
Hawaii
$5.38M -$432K -5,234 -7%
NCM
289
New Capital Management
Texas
$5.37M +$488K +5,911 +10%
FA
290
Fagan Associates
New York
$5.34M +$191K +2,312 +4%
VWA
291
Visionary Wealth Advisors
Illinois
$5.32M +$3.89M +47,124 +269%
MW
292
Marks Wealth
Maryland
$5.3M -$14.1M -170,738 -73%
LWMG
293
Levy Wealth Management Group
Pennsylvania
$5.29M +$2.26M +27,388 +74%
SPC
294
Sigma Planning Corp
Michigan
$5.29M +$2M +24,255 +61%
GL
295
Graypoint LLC
New York
$5.25M +$61.7K +748 +1%
KW
296
KWB Wealth
California
$5.21M -$360K -4,360 -6%
PCG
297
Private Capital Group
Connecticut
$5.17M -$654K -7,924 -11%
CWM
298
Cranbrook Wealth Management
Michigan
$5.16M +$174K +2,107 +3%
FHC
299
First Heartland Consultants
Missouri
$5.16M +$329K +3,981 +7%
UA
300
Unison Advisors
District of Columbia
$5.16M -$1.08M -13,100 -17%

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.