BSV icon

Vanguard Short-Term Bond ETF

991 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, 451 increasing their positions, 251 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+101
Holders Change %
+11.35%
% of All Funds
17.58%
Holding in Top 10
125
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.68%
% of All Funds
2.22%
New
170
Increased
451
Reduced
251
Closed
50
Calls
Puts
$315K
Net Calls
-$315K
Net Calls Change
-$240K
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
301
Perigon Wealth Management
California
$4.28M +$2.36M +28,495 +123%
LNC
302
Lincoln National Corp
Pennsylvania
$4.27M -$190K -2,291 -4%
KIM
303
Karpus Investment Management
New York
$4.27M -$1.99M -24,050 -32%
EC
304
Estate Counselors
Wisconsin
$4.26M +$4.26M +51,415 New
SI
305
Stephens Inc
Arkansas
$4.23M +$1.95M +23,562 +86%
HIM
306
Hanlon Investment Management
New Jersey
$4.2M -$610K -7,355 -13%
FF
307
Fluent Financial
Texas
$4.1M +$4.1M +49,490 New
BAM
308
Baldrige Asset Management
Pennsylvania
$4.08M -$67.3K -812 -2%
CANC
309
Culbertson A N & Co
Virginia
$4.06M +$197K +2,380 +5%
CCA
310
Cadent Capital Advisors
Oklahoma
$4.02M +$4.02M +48,467 New
PIMG
311
Patriot Investment Management Group
Tennessee
$3.98M -$658K -7,942 -14%
KJWM
312
Kiley Juergens Wealth Management
Washington
$3.98M +$1.64M +19,841 +70%
TIAM2
313
Tru Independence Asset Management 2
Oregon
$3.93M +$3.93M +47,380 New
JWS
314
Juncture Wealth Strategies
Arizona
$3.93M +$395K +4,762 +11%
ACM
315
AlphaStar Capital Management
North Carolina
$3.92M +$762K +9,203 +24%
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$3.89M +$1.1M +13,255 +39%
LWM
317
Laidlaw Wealth Management
New York
$3.87M +$2M +24,160 +107%
KOMWMG
318
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.77M +$967K +11,671 +35%
F
319
F3Logic
Minnesota
$3.75M +$301K +3,644 +9%
BFEC
320
Benjamin F. Edwards & Company
Missouri
$3.74M +$131K +1,580 +4%
CAG
321
Crestwood Advisors Group
Massachusetts
$3.7M +$16.6K +200 +0.5%
TPWA
322
TRUE Private Wealth Advisors
Oregon
$3.69M -$256K -3,093 -7%
IP
323
Investment Partners
Ohio
$3.68M +$117K +1,407 +3%
PAS
324
Park Avenue Securities
New York
$3.62M +$648K +7,819 +22%
BOH
325
Bank of Hawaii
Hawaii
$3.6M -$1.07M -12,965 -23%