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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
IP
351
Investment Partners
Ohio
$3.77M +$125K +1,519 +3%
CCM
352
Crabel Capital Management
California
$3.75M -$8.83M -106,962 -70%
BOH
353
Bank of Hawaii
Hawaii
$3.75M +$185K +2,241 +5%
FLI
354
Family Legacy Inc
South Carolina
$3.75M +$759K +9,195 +25%
SC
355
Scotia Capital
Ontario, Canada
$3.73M +$410K +4,971 +12%
CWA
356
Centennial Wealth Advisory
Michigan
$3.7M +$198K +2,395 +6%
KWM
357
Kingsview Wealth Management
Oregon
$3.68M +$255K +3,084 +7%
LFF
358
Level Four Financial
Texas
$3.66M +$778K +9,420 +27%
TFM
359
TFC Financial Management
Massachusetts
$3.62M +$516K +6,252 +17%
SC
360
Slow Capital
California
$3.57M +$199K +2,412 +6%
BIA
361
BHK Investment Advisors
Alabama
$3.55M
SIS
362
SVB Investment Services
Utah
$3.53M +$69.1K +837 +2%
CAGAS
363
Capital Advisory Group Advisory Services
Minnesota
$3.53M +$98.7K +1,196 +3%
DY
364
Dowling & Yahnke
California
$3.51M +$479K +5,800 +16%
PL
365
Plancorp LLC
Missouri
$3.5M +$58.7K +711 +2%
AA
366
Alesco Advisors
New York
$3.5M +$1.18M +14,250 +50%
GFPC
367
Global Financial Private Client
Florida
$3.49M -$7.76K -94 -0.2%
EWA
368
Evolution Wealth Advisors
Florida
$3.48M -$2.03M -24,551 -37%
N
369
Natixis
France
$3.47M +$328K +3,976 +10%
SAMC
370
Spectrum Asset Management (California)
California
$3.46M +$75.9K +920 +2%
BS
371
Banco Santander
Spain
$3.45M
RFC
372
Regions Financial Corp
Alabama
$3.39M +$2.01M +24,405 +145%
JFGIW
373
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.37M -$1.19M -14,445 -26%
Bank Julius Baer & Co
374
Bank Julius Baer & Co
Switzerland
$3.36M -$2.49M -30,108 -42%
SBH
375
Segall Bryant & Hamill
Illinois
$3.36M +$848K +10,269 +34%

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.