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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
W
401
Wealthquest
Ohio
$2.94M +$1.51M +18,341 +105%
WS
402
Wedbush Securities
California
$2.94M +$17.7K +214 +0.6%
FMC
403
Financial Management Concepts
Florida
$2.94M -$145K -1,755 -5%
RWP
404
RWA Wealth Partners
Massachusetts
$2.94M +$1.65K +20 +0.1%
CCA
405
Cadent Capital Advisors
Oklahoma
$2.92M -$1.07M -12,941 -27%
Lazard Asset Management
406
Lazard Asset Management
New York
$2.88M
AWS
407
AJ Wealth Strategies
New York
$2.82M +$10.2K +124 +0.4%
DAS
408
Dynamic Advisor Solutions
Arizona
$2.81M -$315K -3,818 -10%
HI
409
Harbour Investments
Wisconsin
$2.81M +$2.82M +34,210 New
Koshinski Asset Management
410
Koshinski Asset Management
Illinois
$2.81M +$14.4K +175 +0.5%
C
411
Clearshares
New York
$2.8M +$2.82M +34,103 New
IA
412
IFP Advisors
Florida
$2.8M -$589K -7,131 -17%
UFA
413
US Financial Advisors
Massachusetts
$2.78M +$71.7K +869 +3%
CC
414
Callan Capital
California
$2.77M -$112K -1,360 -4%
OWA
415
Outlook Wealth Advisors
Texas
$2.76M -$588K -7,127 -18%
MCM
416
Mattern Capital Management
Colorado
$2.76M +$1M +12,124 +57%
CS
417
Capital Square
Tennessee
$2.76M +$126K +1,530 +5%
Millennium Management
418
Millennium Management
New York
$2.71M +$1.26M +15,285 +87%
IDA
419
Intelligence Driven Advisers
California
$2.66M -$749K -9,078 -22%
BBA
420
BLB&B Advisors
Pennsylvania
$2.63M -$2.89K -35 -0.1%
SIA
421
SeaBridge Investment Advisors
New Jersey
$2.61M -$261K -3,162 -9%
MW
422
Marcum Wealth
Ohio
$2.6M +$156K +1,892 +6%
HPM
423
Hudson Portfolio Management
New York
$2.58M +$2.6M +31,451 New
WP
424
WealthSource Partners
California
$2.54M -$567K -6,864 -18%
FPCM
425
Financial Partners Capital Management
New York
$2.54M +$413 +5 +0%

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.