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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
AssetMark Inc
476
AssetMark Inc
California
$1.91M -$58.6K -710 -3%
SWM
477
Soundmark Wealth Management
Washington
$1.91M +$395K +4,779 +26%
ACI
478
Alpha Cubed Investments
California
$1.9M +$296K +3,581 +18%
MSFS
479
Main Street Financial Solutions
Pennsylvania
$1.85M -$377K -4,565 -17%
PWM
480
PBMares Wealth Management
Virginia
$1.85M +$1.85M +22,462 New
BFA
481
Bragg Financial Advisors
North Carolina
$1.84M +$469K +5,677 +34%
VFIC
482
Valley Forge Investment Consultants
Pennsylvania
$1.84M -$82.1K -994 -4%
IWC
483
Integrated Wealth Concepts
Massachusetts
$1.84M -$154K -1,863 -8%
PFPT
484
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.82M -$407K -4,925 -18%
CA
485
Continuum Advisory
Idaho
$1.81M -$22.2K -269 -1%
CIBC Private Wealth Group
486
CIBC Private Wealth Group
Georgia
$1.8M +$42.9K +520 +2%
LA
487
Latitude Advisors
Florida
$1.8M +$225K +2,725 +14%
IC
488
IEQ Capital
California
$1.79M +$246K +2,981 +16%
CPIA
489
Cornell Pochily Investment Advisors
New York
$1.78M +$559K +6,773 +45%
LIA
490
LBMC Investment Advisors
Tennessee
$1.76M -$113K -1,373 -6%
FTUS
491
Flow Traders U.S.
New York
$1.76M +$1.77M +21,416 New
FA
492
FDx Advisors
Illinois
$1.75M +$18.9K +229 +1%
DI
493
Disciplined Investments
Oklahoma
$1.74M +$108K +1,303 +7%
WB
494
Webster Bank
Connecticut
$1.72M -$46.3K -561 -3%
WHG
495
Westwood Holdings Group
Texas
$1.7M +$484K +5,863 +40%
OLA
496
Oliver Luxxe Assets
New Jersey
$1.69M -$916K -11,101 -35%
BAM
497
Belpointe Asset Management
Nevada
$1.67M +$301K +3,645 +22%
Mariner
498
Mariner
Kansas
$1.67M +$1.67M +20,256 New
GCA
499
Gradient Capital Advisors
California
$1.66M +$263K +3,182 +19%
SWM
500
Selective Wealth Management
Virginia
$1.66M +$1.66M +20,153 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.