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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
BBA
576
Braun-Bostich & Associates
Pennsylvania
$1.04M +$119K +1,446 +13%
NGA
577
Naples Global Advisors
Florida
$1.04M +$137K +1,661 +15%
TA
578
TrueWealth Advisors
Alabama
$1.04M +$1.04M +12,626 New
AWM
579
Accel Wealth Management
Iowa
$1.03M +$422K +5,115 +69%
GC
580
Gilbert & Cook
Iowa
$1.02M -$17.3K -209 -2%
SCA
581
Snowden Capital Advisors
New York
$1.01M +$183K +2,220 +22%
AAM
582
Autus Asset Management
Arizona
$1.01M +$199K +2,412 +24%
PCA
583
Pallas Capital Advisors
Massachusetts
$1.01M +$1.01M +12,217 New
CRI
584
Colonial River Investments
Virginia
$995K +$1,000K +12,109 New
ACP
585
Aveo Capital Partners
Colorado
$989K +$993K +12,030 New
BEAM
586
Baker Ellis Asset Management
Washington
$986K -$24.8K -300 -2%
HA
587
Harfst & Associates
Wyoming
$986K +$991K +12,000 New
CAWM
588
Capital Advisors Wealth Management
Washington
$973K +$977K +11,837 New
KeyBank National Association
589
KeyBank National Association
Ohio
$963K -$43.3K -525 -4%
CB
590
Community Bank
New York
$961K +$38K +460 +4%
DFA
591
Delta Financial Advisors
Louisiana
$957K +$54K +654 +6%
DMIC
592
Dixon Mitchell Investment Counsel
British Columbia, Canada
$955K
AIM
593
Alhambra Investment Management
Florida
$953K -$187K -2,266 -16%
FCM
594
Firestone Capital Management
Florida
$943K
Fiera Capital (Canada)
595
Fiera Capital (Canada)
Quebec, Canada
$941K +$695K +8,413 +277%
MSA
596
Marino Stram & Associates
Massachusetts
$936K -$936K -11,341 -50%
GVAG
597
Great Valley Advisor Group
Delaware
$934K +$1.24K +15 +0.1%
ZF
598
Zhang Financial
Michigan
$928K +$40K +484 +4%
AP
599
Americana Partners
Texas
$914K +$1.4K +17 +0.2%
RWB
600
RMR Wealth Builders
New Jersey
$913K +$500K +6,054 +120%

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.