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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
ECA
501
Elevated Capital Advisors
Utah
$1.63M -$1.4M -16,926 -46%
EWM
502
Empirical Wealth Management
Washington
$1.63M -$350K -4,235 -18%
AFS
503
Annapolis Financial Services
Maryland
$1.62M +$100K +1,211 +7%
GJIC
504
Gamble Jones Investment Counsel
California
$1.61M -$28.9K -350 -2%
MGIA
505
Moneta Group Investment Advisors
Missouri
$1.61M +$469K +5,680 +41%
SEP
506
Southland Equity Partners
Missouri
$1.59M +$218K +2,639 +16%
AIFAIM
507
American Institute for Advanced Investment Management
Arizona
$1.56M +$43.8K +530 +3%
RPG
508
Resource Planning Group
Georgia
$1.56M +$12.1K +146 +0.8%
RC
509
RegentAtlantic Capital
New Jersey
$1.56M -$488K -5,910 -24%
LF
510
LifeSteps Financial
California
$1.54M -$44.9K -544 -3%
SWA
511
Stratos Wealth Advisors
Ohio
$1.54M +$420K +5,088 +37%
MAM
512
McLean Asset Management
Virginia
$1.53M +$639K +7,745 +71%
KA
513
Kovack Advisors
Florida
$1.53M +$9.82K +119 +0.6%
PFS
514
Prospera Financial Services
Texas
$1.51M -$50.5K -612 -3%
TNBTD
515
Trustmark National Bank Trust Department
Mississippi
$1.5M -$1.4M -16,990 -48%
HWA
516
HCR Wealth Advisors
California
$1.5M +$370K +4,482 +33%
SMG
517
Smart Money Group
Texas
$1.48M +$1.48M +17,984 New
CWG
518
Cornerstone Wealth Group
North Carolina
$1.46M +$85.3K +1,033 +6%
SWP
519
Stratos Wealth Partners
Ohio
$1.45M -$15.1K -183 -1%
GRP
520
Global Retirement Partners
California
$1.44M +$60K +727 +4%
EBT
521
Enterprise Bank & Trust
Massachusetts
$1.4M +$336K +4,065 +31%
WIA
522
World Investment Advisors
California
$1.39M -$4.38K -53 -0.3%
CF
523
Centaurus Financial
California
$1.38M -$3.49M -42,290 -72%
HWA
524
Hillcrest Wealth Advisors
New Jersey
$1.38M
BJL
525
Brighton Jones LLC
Washington
$1.37M +$517K +6,263 +60%

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.