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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
BEAM
551
Baker Ellis Asset Management
Washington
$1.02M -$86.6K -1,045 -8%
KeyBank National Association
552
KeyBank National Association
Ohio
$1.01M -$390K -4,710 -28%
MA
553
MONECO Advisors
Connecticut
$998K +$13.7K +165 +1%
WANY
554
Wealthspire Advisors (New York)
New York
$997K +$997K +12,029 New
EA
555
Eclectic Associates
California
$985K +$984K +11,876 New
FAAM
556
First Ascent Asset Management
Colorado
$977K +$70.1K +846 +8%
DMIC
557
Dixon Mitchell Investment Counsel
British Columbia, Canada
$963K -$321K -3,880 -25%
TM
558
Titan Managers
Arizona
$952K +$951K +11,481 New
FCM
559
Firestone Capital Management
Florida
$951K -$401K -4,845 -30%
SFG
560
Sovereign Financial Group
Connecticut
$948K +$948K +11,440 New
JSL
561
JT Stratford LLC
Georgia
$945K -$1.4M -16,849 -60%
AAM
562
Aureus Asset Management
Massachusetts
$942K -$99.4K -1,200 -10%
GVAG
563
Great Valley Advisor Group
Delaware
$941K +$154K +1,853 +20%
AIC
564
Ameritas Investment Company
Nebraska
$935K +$344K +4,154 +58%
CB
565
Community Bank
New York
$931K -$126K -1,525 -12%
BBA
566
Braun-Bostich & Associates
Pennsylvania
$930K +$930K +11,223 New
CAN
567
Claraphi Advisory Network
United States
$922K -$50.7K -612 -5%
WCM
568
Washburn Capital Management
Florida
$922K +$58K +700 +7%
AP
569
Americana Partners
Texas
$920K +$204K +2,465 +29%
UBV
570
United Bank (Virginia)
Virginia
$918K
Luther King Capital Management (LKCM)
571
Luther King Capital Management (LKCM)
Texas
$915K
NGA
572
Naples Global Advisors
Florida
$913K +$25.7K +310 +3%
VCM
573
Violich Capital Management
California
$911K -$68.4K -825 -7%
DFA
574
Delta Financial Advisors
Louisiana
$911K -$50.9K -614 -5%
MAM
575
McLean Asset Management
Virginia
$903K +$902K +10,891 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.