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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
JWCA
376
J.W. Cole Advisors
Florida
$3.33M +$243K +2,938 +8%
PFM
377
Phillips Financial Management
Indiana
$3.32M +$2.64K +32 +0.1%
RIM
378
Rockbridge Investment Management
New York
$3.29M +$2.03M +24,548 +159%
PG
379
Proffitt & Goodson
Tennessee
$3.24M +$252K +3,058 +8%
EVM
380
Eaton Vance Management
Massachusetts
$3.22M -$88.8K -1,076 -3%
HDIM
381
Hanson & Doremus Investment Management
Vermont
$3.22M +$114K +1,386 +4%
MIM
382
Moseley Investment Management
Florida
$3.22M +$285K +3,453 +10%
EWM
383
Endurance Wealth Management
Rhode Island
$3.21M
CCM
384
Coe Capital Management
Illinois
$3.2M +$242K +2,933 +8%
BW
385
Bison Wealth
Georgia
$3.19M +$418K +5,069 +15%
FHA
386
First Horizon Advisors
Tennessee
$3.15M +$2.08M +25,203 +192%
APA
387
American Portfolios Advisors
New York
$3.15M -$114K -1,381 -3%
SI
388
Stephens Inc
Arkansas
$3.13M -$1.07M -12,947 -25%
CPIG
389
Chicago Partners Investment Group
Illinois
$3.07M +$1.44M +17,419 +87%
SFMG
390
Sage Financial Management Group
Virginia
$3.07M +$173K +2,095 +6%
CSPIA
391
Cary Street Partners Investment Advisory
Virginia
$3.06M +$438K +5,306 +17%
CWM
392
Calamos Wealth Management
Illinois
$3.04M -$1.24M -15,048 -29%
ACM
393
AUA Capital Management
Pennsylvania
$3.04M -$37.5K -454 -1%
FA
394
Forefront Analytics
Pennsylvania
$3M +$3.01M +36,470 New
F
395
F3Logic
Minnesota
$2.98M -$752K -9,104 -20%
BF
396
BOK Financial
Oklahoma
$2.97M +$1.17M +14,140 +64%
LAS
397
Lloyd Advisory Services
Georgia
$2.96M +$2.69M +32,563 +936%
CAG
398
Crestwood Advisors Group
Massachusetts
$2.96M -$707K -8,569 -19%
RW
399
REDW Wealth
New Mexico
$2.95M +$21.6K +262 +0.7%
MA
400
Mutual Advisors
Nebraska
$2.95M -$535K -6,482 -15%

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.