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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
AIM
326
Arcadia Investment Management
Michigan
$3.59M
FAT
327
First American Trust
California
$3.58M -$1.15M -13,882 -24%
BIA
328
BHK Investment Advisors
Alabama
$3.55M +$479K +5,781 +16%
FA
329
Fortis Advisors
Pennsylvania
$3.54M -$7.95K -96 -0.2%
CWA
330
Centennial Wealth Advisory
Michigan
$3.54M +$3.53M +42,648 New
GFPC
331
Global Financial Private Client
Florida
$3.53M -$62.1K -750 -2%
MA
332
Mutual Advisors
Nebraska
$3.51M -$295K -3,561 -8%
SIS
333
SVB Investment Services
Utah
$3.5M +$166K +2,002 +5%
WS
334
Wela Strategies
Georgia
$3.48M +$330K +3,978 +10%
BS
335
Banco Santander
Spain
$3.48M -$2.74M -33,017 -44%
PL
336
Plancorp LLC
Missouri
$3.48M +$1.59M +19,239 +85%
CAGAS
337
Capital Advisory Group Advisory Services
Minnesota
$3.46M -$36.7K -443 -1%
KWM
338
Kingsview Wealth Management
Oregon
$3.46M +$812K +9,805 +31%
IDA
339
Intelligence Driven Advisers
California
$3.44M +$3.43M +41,451 New
SAMC
340
Spectrum Asset Management (California)
California
$3.42M +$555K +6,700 +19%
IFAM
341
Institutional & Family Asset Management
Colorado
$3.42M +$88.7K +1,071 +3%
IA
342
IFP Advisors
Florida
$3.41M -$557K -6,717 -14%
CL
343
CPWM LLC
Washington
$3.4M -$27.3K -329 -0.8%
WA
344
WBH Advisory
Maryland
$3.39M +$1.2M +14,454 +55%
NEPWA
345
New England Private Wealth Advisors
Massachusetts
$3.38M +$20.4K +246 +0.6%
OWA
346
Outlook Wealth Advisors
Texas
$3.38M -$11.5K -139 -0.3%
TCOV
347
Trust Company of Vermont
Vermont
$3.37M +$534K +6,441 +19%
SC
348
Scotia Capital
Ontario, Canada
$3.35M -$585K -7,055 -15%
PFM
349
Phillips Financial Management
Indiana
$3.35M -$124K -1,496 -4%
EVM
350
Eaton Vance Management
Massachusetts
$3.34M +$489K +5,896 +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.