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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
GWMIA
426
Global Wealth Management Investment Advisory
Florida
$2.54M +$516K +6,250 +25%
PAG
427
Pinnacle Advisory Group
Maryland
$2.53M +$2.54M +30,731 New
SCP
428
Seizert Capital Partners
Michigan
$2.48M +$264K +3,204 +12%
MIAN
429
Mariner Independent Advisor Network
Kansas
$2.47M -$136K -1,645 -5%
Mirae Asset Global Investments
430
Mirae Asset Global Investments
South Korea
$2.47M
AOWM
431
Alpha Omega Wealth Management
Virginia
$2.46M +$1.65M +19,974 +199%
UB
432
UMB Bank
Missouri
$2.45M +$92.1K +1,116 +4%
VC
433
Veery Capital
Delaware
$2.42M +$135K +1,640 +6%
SCA
434
STALEY CAPITAL ADVISERS
Pennsylvania
$2.42M -$289K -3,500 -11%
CFS
435
Cannon Financial Strategists
Georgia
$2.4M +$268K +3,252 +13%
TFS
436
TrustCore Financial Services
Tennessee
$2.39M +$413K +5,004 +21%
FHA
437
Flagship Harbor Advisors
Massachusetts
$2.38M +$117K +1,417 +5%
IFG
438
Independent Financial Group
California
$2.37M -$87K -1,054 -4%
OCM
439
Orion Capital Management
California
$2.35M -$887K -10,750 -27%
BDF
440
Black Diamond Financial
Maryland
$2.34M -$1.32K -16 -0.1%
LWAC
441
Laurel Wealth Advisors (California)
California
$2.32M +$340K +4,115 +17%
EAM
442
Evanson Asset Management
California
$2.29M +$3.71K +45 +0.2%
NWM
443
Northwest Wealth Management
Iowa
$2.29M +$118K +1,425 +5%
MFW
444
Mosaic Family Wealth
Missouri
$2.28M -$52.2K -632 -2%
PFBT
445
Parkside Financial Bank & Trust
Missouri
$2.28M +$480K +5,817 +27%
LWM
446
Lionsbridge Wealth Management
Florida
$2.25M +$82.2K +996 +4%
CA
447
Cetera Advisors
Colorado
$2.25M +$317K +3,839 +16%
CIBC World Market
448
CIBC World Market
Ontario, Canada
$2.24M +$58.4K +707 +3%
NFG
449
Nations Financial Group
Iowa
$2.22M -$407K -4,927 -15%
GIP
450
Greatmark Investment Partners
Georgia
$2.2M +$2.21M +26,775 New

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.