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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
T
601
TRUADVICE
Florida
$741K +$27.6K +333 +4%
CBT
602
Capital Bank & Trust
California
$725K +$361K +4,352 +99%
AFP
603
Ausdal Financial Partners
Iowa
$725K +$395K +4,765 +120%
SAM
604
S.A. Mason
Michigan
$721K +$102K +1,227 +16%
SF
605
Synovus Financial
Georgia
$719K +$58.9K +711 +9%
EWA
606
EP Wealth Advisors
California
$716K +$34.8K +420 +5%
Fisher Asset Management
607
Fisher Asset Management
Washington
$716K +$715K +8,635 New
WP
608
WMS Partners
Maryland
$704K +$746 +9 +0.1%
NWS
609
Newport Wealth Strategies
California
$700K
FCA
610
FLC Capital Advisors
California
$691K
MFA
611
Mayflower Financial Advisors
Massachusetts
$689K +$688K +8,307 New
SHWM
612
Smith & Howard Wealth Management
Georgia
$685K +$103K +1,238 +18%
AP
613
Arlington Partners
Alabama
$676K
PWG
614
Private Wealth Group
Florida
$676K +$85K +1,026 +14%
SIC
615
Samalin Investment Counsel
New York
$674K -$25.3K -305 -4%
CWM
616
Connecticut Wealth Management
Connecticut
$668K -$14.2K -171 -2%
RBCM
617
Raub Brock Capital Management
California
$663K
PA
618
PFG Advisors
Arizona
$656K -$119K -1,437 -15%
DSC
619
Duncker Streett & Co
Missouri
$654K -$4.97K -60 -0.8%
IWS
620
Insight Wealth Strategies
California
$654K +$417K +5,033 +176%
HCM
621
Hollencrest Capital Management
California
$653K +$142K +1,714 +28%
AIC
622
Archer Investment Corporation
Indiana
$648K +$13.3K +160 +2%
RIA
623
Realta Investment Advisors
Delaware
$647K +$12.8K +155 +2%
FWM
624
Frontier Wealth Management
Missouri
$646K +$6.46K +78 +1%
BTW
625
Boston Trust Walden
Massachusetts
$644K +$18.1K +218 +3%

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.