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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
RJA
26
Raymond James & Associates
Florida
$126M +$17.4M +209,496 +16%
BCMIO
27
Beacon Capital Management Inc (Ohio)
Ohio
$118M -$10.6M -128,414 -8%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$114M +$8.7M +104,962 +8%
Creative Planning
29
Creative Planning
Kansas
$113M +$18.1M +218,969 +19%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$106M +$10.4M +125,431 +11%
Truist Financial
31
Truist Financial
North Carolina
$105M -$501K -6,049 -0.5%
USAA
32
United Services Automobile Association
Texas
$105M +$2.89M +34,860 +3%
DADC
33
D.A. Davidson & Co
Montana
$105M +$3.18M +38,332 +3%
AF
34
Allworth Financial
California
$89.9M +$76.8M +926,775 +588%
TCM
35
TD Capital Management
Tennessee
$89.6M +$4.37M +52,717 +5%
TLFA
36
True Link Financial Advisors
California
$82.8M +$82.8M +999,368 New
TA
37
TruWealth Advisors
Louisiana
$81.6M +$81.5M +983,840 New
VFP
38
Verus Financial Partners
Virginia
$78.9M +$78.9M +952,276 New
Jones Financial Companies
39
Jones Financial Companies
Missouri
$77.8M +$4.79M +57,789 +7%
FCH
40
Freestone Capital Holdings
Washington
$74.9M +$2.94M +35,471 +4%
HAFS
41
Hapanowicz & Associates Financial Services
Pennsylvania
$62.4M -$545K -6,581 -0.9%
RWM
42
Ritholtz Wealth Management
New York
$59.6M +$2.63M +31,793 +5%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$59.4M +$2.42M +29,258 +4%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$58.9M +$11.3M +136,288 +24%
US Bancorp
45
US Bancorp
Minnesota
$58M -$2.47M -29,759 -4%
Goldman Sachs
46
Goldman Sachs
New York
$57M +$7.93M +95,690 +16%
UCFA
47
United Capital Financial Advisors
Texas
$55.5M +$7.71M +93,001 +16%
LRPA
48
L. Roy Papp & Associates
Arizona
$54.9M +$7.99M +96,422 +17%
EA
49
Efficient Advisors
Ohio
$53.7M -$5.33M -64,382 -9%
DC
50
Davenport & Co
Virginia
$51.1M +$41.6M +501,671 +439%

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.