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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
CFS
426
Cannon Financial Strategists
Georgia
$2.16M +$560K +6,764 +35%
WDG
427
Wealth Dimensions Group
Ohio
$2.14M +$2.14M +25,830 New
BWA
428
Beam Wealth Advisors
Louisiana
$2.13M +$33.2K +401 +2%
AWM
429
Aries Wealth Management
Maine
$2.13M
AIM
430
AMI Investment Management
Indiana
$2.11M +$219K +2,640 +12%
AFAS
431
Acorn Financial Advisory Services
Virginia
$2.1M +$370K +4,469 +21%
EPA
432
Element Pointe Advisors
Florida
$2.1M +$454K +5,481 +28%
V
433
Veritable
Delaware
$2.08M +$106K +1,284 +5%
RC
434
RegentAtlantic Capital
New Jersey
$2.06M -$79.7K -962 -4%
BS
435
Boenning & Scattergood
Pennsylvania
$2.05M +$347K +4,191 +20%
GWMIA
436
Global Wealth Management Investment Advisory
Florida
$2.04M +$57.5K +694 +3%
BCA
437
Bay Colony Advisors
Massachusetts
$2.03M +$21.3K +257 +1%
IWC
438
Integrated Wealth Concepts
Massachusetts
$2.01M +$60.5K +730 +3%
LWAC
439
Laurel Wealth Advisors (California)
California
$2M +$309K +3,724 +18%
GWCM
440
Godshalk Welsh Capital Management
Pennsylvania
$2M +$443K +5,350 +29%
EWM
441
Empirical Wealth Management
Washington
$2M -$125K -1,505 -6%
TFS
442
TrustCore Financial Services
Tennessee
$1.99M +$329K +3,967 +20%
AssetMark Inc
443
AssetMark Inc
California
$1.98M +$94K +1,134 +5%
BFG
444
Baron Financial Group
New Jersey
$1.97M +$1.51M +18,165 +325%
SAG
445
Spotlight Asset Group
Illinois
$1.96M +$266K +3,207 +16%
HNW
446
High Note Wealth
Minnesota
$1.96M +$1.96M +23,635 New
CA
447
Cetera Advisors
Colorado
$1.95M +$28K +338 +1%
VFIC
448
Valley Forge Investment Consultants
Pennsylvania
$1.94M +$1.94M +23,356 New
MWM
449
Minot Wealth Management
Massachusetts
$1.91M -$471K -5,685 -20%
LIA
450
LBMC Investment Advisors
Tennessee
$1.89M +$56.3K +680 +3%

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.