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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
MFT
576
Moisand Fitzgerald Tamayo
Florida
$900K +$45.1K +544 +5%
SEIA
577
Signature Estate & Investment Advisors
California
$900K +$696K +8,396 +342%
ZF
578
Zhang Financial
Michigan
$894K -$46.2K -558 -5%
BFG
579
Berger Financial Group
Minnesota
$894K +$894K +10,790 New
22CM
580
20/20 Capital Management
California
$866K +$192K +2,317 +28%
SFG
581
SNS Financial Group
Minnesota
$864K +$272K +3,280 +46%
JFA
582
Johanson Financial Advisors
California
$862K -$37K -446 -4%
BCP
583
Blue Chip Partners
Michigan
$860K -$60.9K -735 -7%
BJL
584
Brighton Jones LLC
Washington
$860K +$107K +1,292 +14%
AMG
585
Asset Management Group
Connecticut
$854K +$3.15K +38 +0.4%
LCM
586
Liberty Capital Management
Michigan
$854K +$854K +10,303 New
WSTAM
587
Wilbanks Smith & Thomas Asset Management
Virginia
$848K -$13.5K -163 -2%
IWM
588
IHT Wealth Management
Illinois
$848K +$4.72K +57 +0.6%
RPGK
589
Retirement Planning Group (Kansas)
Kansas
$841K
SCA
590
Snowden Capital Advisors
New York
$839K +$285K +3,434 +51%
KFGK
591
Keystone Financial Group (Kentucky)
Kentucky
$839K +$124K +1,494 +17%
AOWM
592
Alpha Omega Wealth Management
Virginia
$831K +$502K +6,061 +153%
AAM
593
Autus Asset Management
Arizona
$822K +$2.9K +35 +0.4%
TC
594
Trust Company
Kansas
$788K +$165K +1,990 +26%
EIG
595
Ellenbecker Investment Group
Wisconsin
$784K -$415K -5,004 -35%
EWM
596
Evermay Wealth Management
Virginia
$776K +$83.3K +1,005 +12%
EW
597
Evoke Wealth
California
$766K +$447K +5,400 +141%
ACP
598
Ashfield Capital Partners
California
$761K -$70.4K -850 -8%
EWA
599
Exencial Wealth Advisors
Oklahoma
$749K +$5.72K +69 +0.8%
PNC
600
Park National Corp
Ohio
$746K +$1.57K +19 +0.2%

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.