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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
IC
476
IEQ Capital
California
$1.56M -$30.1K -363 -2%
AFS
477
Annapolis Financial Services
Maryland
$1.54M +$1.54M +18,549 New
AIFAIM
478
American Institute for Advanced Investment Management
Arizona
$1.53M +$111K +1,335 +8%
KA
479
Kovack Advisors
Florida
$1.53M +$131K +1,580 +9%
SWM
480
Soundmark Wealth Management
Washington
$1.53M +$1.53M +18,419 New
MFWM
481
Motley Fool Wealth Management
Virginia
$1.48M +$1.48M +17,858 New
SWP
482
Stratos Wealth Partners
Ohio
$1.48M -$2.17M -26,189 -60%
TGAM
483
TBH Global Asset Management
Tennessee
$1.47M +$23.9K +289 +2%
LFAS
484
Level Four Advisory Services
Texas
$1.47M -$169K -2,042 -10%
Millennium Management
485
Millennium Management
New York
$1.46M -$5.57M -67,217 -79%
VWA
486
Visionary Wealth Advisors
Illinois
$1.45M +$444K +5,354 +44%
W
487
Wealthquest
Ohio
$1.45M +$305K +3,682 +27%
MAM
488
McCarthy Asset Management
California
$1.41M +$1.41M +17,019 New
GCA
489
Gradient Capital Advisors
California
$1.41M -$30.7K -371 -2%
WIA
490
World Investment Advisors
California
$1.4M +$195K +2,351 +16%
RFC
491
Regions Financial Corp
Alabama
$1.4M +$361K +4,361 +35%
HWA
492
Hillcrest Wealth Advisors
New Jersey
$1.39M
GRP
493
Global Retirement Partners
California
$1.39M +$273K +3,300 +25%
BFA
494
Bragg Financial Advisors
North Carolina
$1.39M +$599K +7,232 +76%
SEP
495
Southland Equity Partners
Missouri
$1.38M +$1.38M +16,672 New
CWG
496
Cornerstone Wealth Group
North Carolina
$1.38M +$392K +4,736 +40%
BAM
497
Belpointe Asset Management
Nevada
$1.38M +$111K +1,334 +9%
CAMG
498
CWA Asset Management Group
Florida
$1.37M +$611K +7,371 +81%
GWM
499
Geneos Wealth Management
Colorado
$1.35M +$913K +11,019 +77%
FF
500
FourThought Financial
Florida
$1.32M +$1.33M +15,994 New

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.