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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
FPCM
401
Financial Partners Capital Management
New York
$2.56M -$21.1K -255 -0.8%
Rockefeller Capital Management
402
Rockefeller Capital Management
New York
$2.55M +$122K +1,477 +5%
SBH
403
Segall Bryant & Hamill
Illinois
$2.53M +$2.32M +27,990 +1,095%
Mirae Asset Global Investments
404
Mirae Asset Global Investments
South Korea
$2.49M
IFG
405
Independent Financial Group
California
$2.48M +$146K +1,764 +6%
SIC
406
Schwartz Investment Counsel
Michigan
$2.47M -$153K -1,850 -6%
MW
407
Marcum Wealth
Ohio
$2.46M -$294K -3,553 -11%
MAM
408
Meeder Asset Management
Ohio
$2.44M -$5.23M -63,139 -68%
SPIA
409
Steward Partners Investment Advisory
New York
$2.42M -$296K -3,569 -11%
UB
410
UMB Bank
Missouri
$2.38M +$1.2M +14,537 +102%
BDF
411
Black Diamond Financial
Maryland
$2.36M +$2.36M +28,446 New
MFW
412
Mosaic Family Wealth
Missouri
$2.35M +$418K +5,046 +22%
SWA
413
Sax Wealth Advisors
New Jersey
$2.35M +$2.35M +28,334 New
AA
414
Alesco Advisors
New York
$2.35M -$511K -6,170 -18%
VC
415
Veery Capital
Delaware
$2.31M +$2.31M +27,841 New
EAM
416
Evanson Asset Management
California
$2.31M -$108K -1,309 -4%
CA
417
Calton & Associates
Florida
$2.29M -$47K -567 -2%
FHA
418
Flagship Harbor Advisors
Massachusetts
$2.28M +$438K +5,292 +24%
PFPT
419
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.25M +$8.95K +108 +0.4%
MSFS
420
Main Street Financial Solutions
Pennsylvania
$2.25M +$2.25M +27,114 New
SCP
421
Seizert Capital Partners
Michigan
$2.24M +$178K +2,143 +9%
SEI Investments
422
SEI Investments
Pennsylvania
$2.21M +$2.2M +26,595 New
CIBC World Market
423
CIBC World Market
Ontario, Canada
$2.2M -$449K -5,423 -17%
NWM
424
Northwest Wealth Management
Iowa
$2.19M +$10.9K +132 +0.5%
LWM
425
Lionsbridge Wealth Management
Florida
$2.18M -$102K -1,229 -4%

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.