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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
AAS
526
Annex Advisory Services
Wisconsin
$1.36M -$279K -3,384 -17%
CAMG
527
CWA Asset Management Group
Florida
$1.35M -$5.78K -70 -0.4%
WWM
528
Western Wealth Management
Colorado
$1.33M +$178K +2,154 +15%
MFWM
529
Motley Fool Wealth Management
Virginia
$1.33M -$141K -1,709 -10%
MAM
530
McCarthy Asset Management
California
$1.33M -$71.7K -868 -5%
RCAG
531
Rehmann Capital Advisory Group
Michigan
$1.32M +$1.33M +16,115 New
FF
532
FourThought Financial
Florida
$1.32M +$6.77K +82 +0.5%
BWA
533
Beam Wealth Advisors
Louisiana
$1.32M -$799K -9,676 -38%
BFA
534
Beacon Financial Advisory
Ohio
$1.32M +$1.01M +12,183 +317%
CCT
535
Capital City Trust
Florida
$1.31M -$248K -3,000 -16%
VAM
536
Verity Asset Management
North Carolina
$1.28M -$3.4M -41,155 -73%
LFAS
537
Level Four Advisory Services
Texas
$1.27M -$179K -2,173 -12%
Cerity Partners
538
Cerity Partners
New York
$1.27M +$235K +2,849 +23%
LFG
539
Larson Financial Group
Missouri
$1.27M +$6.44K +78 +0.5%
IF
540
Insight Folios
North Carolina
$1.26M +$128K +1,550 +11%
LC
541
Lincoln Capital
Nebraska
$1.25M +$106K +1,287 +9%
RWP
542
Ridgecrest Wealth Partners
California
$1.24M +$1.25M +15,095 New
EP
543
Eudaimonia Partners
Tennessee
$1.24M +$12K +145 +1%
AWM
544
Altavista Wealth Management
North Carolina
$1.24M +$64.4K +780 +5%
JIC
545
Joel Isaacson & Co
New York
$1.23M +$166K +2,008 +16%
22CM
546
20/20 Capital Management
California
$1.22M +$362K +4,389 +42%
MCM
547
Maryland Capital Management
Maryland
$1.21M +$45.4K +550 +4%
Bank of Montreal
548
Bank of Montreal
Ontario, Canada
$1.2M -$11.2M -135,657 -90%
PA
549
Paracle Advisors
Washington
$1.2M +$101K +1,221 +9%
GIA
550
Gladstone Institutional Advisory
Florida
$1.2M +$634K +7,686 +112%

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.