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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
Creative Planning
26
Creative Planning
Kansas
$146M +$34.7M +420,003 +31%
TI
27
Truepoint Inc
Ohio
$146M +$10.9M +131,824 +8%
Stifel Financial
28
Stifel Financial
Missouri
$141M +$7.65M +92,709 +6%
RJA
29
Raymond James & Associates
Florida
$129M +$4.02M +48,703 +3%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$123M +$10.4M +126,219 +9%
DADC
31
D.A. Davidson & Co
Montana
$118M +$13.6M +164,886 +13%
Truist Financial
32
Truist Financial
North Carolina
$116M +$11.4M +138,192 +11%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$110M +$5.06M +61,255 +5%
USAA
34
United Services Automobile Association
Texas
$103M -$1.5M -18,152 -1%
TLFA
35
True Link Financial Advisors
California
$95.1M +$13M +158,013 +16%
TCM
36
TD Capital Management
Tennessee
$93.6M +$4.83M +58,483 +5%
TA
37
TruWealth Advisors
Louisiana
$90.6M +$9.83M +119,078 +12%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$82M +$4.77M +57,818 +6%
FCH
39
Freestone Capital Holdings
Washington
$76.1M +$1.92M +23,217 +3%
HAFS
40
Hapanowicz & Associates Financial Services
Pennsylvania
$70.5M +$8.71M +105,496 +14%
VFP
41
Verus Financial Partners
Virginia
$69.3M -$9.02M -109,295 -11%
MML Investors Services
42
MML Investors Services
Massachusetts
$64.7M +$20.8M +252,298 +47%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$64.4M +$5.49M +66,465 +9%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$63.2M +$4.89M +59,211 +8%
RWM
45
Ritholtz Wealth Management
New York
$61.9M +$2.79M +33,829 +5%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$61.5M +$23.5M +284,092 +61%
HighTower Advisors
47
HighTower Advisors
Illinois
$61M +$61.2M +741,721 New
US Bancorp
48
US Bancorp
Minnesota
$59.2M +$1.66M +20,145 +3%
DC
49
Davenport & Co
Virginia
$58.8M +$8.18M +99,036 +16%
Goldman Sachs
50
Goldman Sachs
New York
$57.2M +$654K +7,926 +1%

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.