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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
MSA
451
Marino Stram & Associates
Massachusetts
$1.88M +$19.3K +233 +1%
CA
452
Continuum Advisory
Idaho
$1.84M +$721K +8,706 +64%
AAS
453
Avantax Advisory Services
Texas
$1.82M -$5.46M -65,905 -75%
BF
454
BOK Financial
Oklahoma
$1.82M +$227K +2,738 +14%
PFBT
455
Parkside Financial Bank & Trust
Missouri
$1.81M +$73.2K +884 +4%
Principal Financial Group
456
Principal Financial Group
Iowa
$1.8M +$290K +3,504 +19%
WB
457
Webster Bank
Connecticut
$1.78M -$38.2K -461 -2%
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$1.78M +$328K +3,964 +23%
MCM
459
Mattern Capital Management
Colorado
$1.78M +$1.77M +21,418 New
VAS
460
Vestmark Advisory Solutions
Massachusetts
$1.77M +$2.65K +32 +0.1%
CCWA
461
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.75M +$285K +3,436 +19%
FA
462
FDx Advisors
Illinois
$1.75M +$278K +3,360 +19%
IP
463
Intellectus Partners
California
$1.74M -$187K -2,256 -10%
TPA
464
Trivium Point Advisory
Connecticut
$1.68M +$131K +1,578 +8%
AAS
465
Annex Advisory Services
Wisconsin
$1.66M -$434K -5,241 -21%
GJIC
466
Gamble Jones Investment Counsel
California
$1.66M -$41.4K -500 -2%
CPIG
467
Chicago Partners Investment Group
Illinois
$1.65M +$476K +5,740 +40%
DI
468
Disciplined Investments
Oklahoma
$1.65M +$67.3K +812 +4%
SWM
469
SeaCrest Wealth Management
New York
$1.62M -$69.5K -839 -4%
ACI
470
Alpha Cubed Investments
California
$1.61M +$325K +3,922 +25%
LF
471
LifeSteps Financial
California
$1.6M -$58.4K -705 -4%
LA
472
Latitude Advisors
Florida
$1.59M +$1.59M +19,205 New
PFS
473
Prospera Financial Services
Texas
$1.57M +$3.73K +45 +0.2%
CCT
474
Capital City Trust
Florida
$1.57M -$380K -4,583 -19%
RPG
475
Resource Planning Group
Georgia
$1.56M -$64K -772 -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.