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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
RCM
326
Requisite Capital Management
Texas
$4.39M +$4.41M +53,447 New
LSAG
327
Lake Street Advisors Group
New Hampshire
$4.38M +$6.03K +73 +0.1%
Franklin Resources
328
Franklin Resources
California
$4.33M -$87.3K -1,057 -2%
CG
329
Colony Group
Massachusetts
$4.33M -$97.5K -1,181 -2%
PWM
330
Perigon Wealth Management
California
$4.31M +$65.7K +796 +2%
TCOV
331
Trust Company of Vermont
Vermont
$4.3M +$967K +11,714 +29%
AACR
332
ACR Alpine Capital Research
Missouri
$4.26M -$743K -9,002 -15%
TPWA
333
TRUE Private Wealth Advisors
Oregon
$4.23M +$579K +7,011 +16%
CANC
334
Culbertson A N & Co
Virginia
$4.17M +$143K +1,730 +4%
FPWM
335
FSB Premier Wealth Management
Iowa
$4.15M +$886K +10,729 +27%
RIA
336
Regal Investment Advisors
Michigan
$4.14M -$960K -11,623 -19%
HPC
337
HM Payson & Co
Maine
$4.12M +$959K +11,611 +30%
WTC
338
WhitTier Trust Company
Nevada
$4.11M -$248K -3,004 -6%
FF
339
Fluent Financial
Texas
$4.1M
SW
340
SVB Wealth
Massachusetts
$4.09M -$276K -3,345 -6%
SWM
341
SeaCrest Wealth Management
New York
$4.07M +$2.47M +29,972 +153%
PIMG
342
Patriot Investment Management Group
Tennessee
$4.07M +$121K +1,470 +3%
EK
343
Evensky & Katz
Florida
$4.04M -$903K -10,941 -18%
TFA
344
Tranquilli Financial Advisor
New Jersey
$4.04M +$3.53M +42,803 +677%
AFP
345
Ausdal Financial Partners
Iowa
$3.99M +$3.29M +39,840 +456%
KOMWMG
346
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.99M +$255K +3,084 +7%
KFP
347
KB Financial Partners
New Jersey
$3.92M +$3.93M +47,640 New
BFEC
348
Benjamin F. Edwards & Company
Missouri
$3.9M +$189K +2,285 +5%
RJT
349
Raymond James Trust
Florida
$3.88M +$747K +9,053 +24%
BAM
350
Baldrige Asset Management
Pennsylvania
$3.84M -$207K -2,508 -5%

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.