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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
WP
601
WMS Partners
Maryland
$912K +$215K +2,599 +31%
UBV
602
United Bank (Virginia)
Virginia
$910K
AL
603
Aspiriant LLC
California
$895K -$270K -3,270 -23%
Luther King Capital Management (LKCM)
604
Luther King Capital Management (LKCM)
Texas
$891K
JSL
605
JT Stratford LLC
Georgia
$882K -$55.1K -667 -6%
VCM
606
Violich Capital Management
California
$862K -$41.3K -500 -5%
BCP
607
Blue Chip Partners
Michigan
$854K +$1.9K +23 +0.2%
AFS
608
Axiom Financial Strategies
Indiana
$851K -$196K -2,374 -19%
IWM
609
IHT Wealth Management
Illinois
$848K +$6.44K +78 +0.8%
AMG
610
Asset Management Group
Connecticut
$847K -$165 -2 -0%
LCM
611
Liberty Capital Management
Michigan
$847K
SHWM
612
Smith & Howard Wealth Management
Georgia
$844K +$166K +2,011 +24%
RPGK
613
Retirement Planning Group (Kansas)
Kansas
$832K -$1.9K -23 -0.2%
BFG
614
Berger Financial Group
Minnesota
$831K -$56.5K -684 -6%
KFGK
615
Keystone Financial Group (Kentucky)
Kentucky
$828K -$3.8K -46 -0.5%
3LCM
616
3D/L Capital Management
Connecticut
$823K +$827K +10,018 New
MFT
617
Moisand Fitzgerald Tamayo
Florida
$819K -$73.1K -886 -8%
LWPC
618
Legacy Wealth Partners (California)
California
$812K +$390K +4,726 +92%
CBT
619
Capital Bank & Trust
California
$811K +$91.9K +1,113 +13%
FG
620
Foster Group
Iowa
$806K +$810K +9,808 New
EFS
621
Essex Financial Services
Connecticut
$805K +$281K +3,408 +53%
BTW
622
Boston Trust Walden
Massachusetts
$803K +$165K +2,000 +26%
SEIA
623
Signature Estate & Investment Advisors
California
$792K -$100K -1,214 -11%
MWM
624
Minot Wealth Management
Massachusetts
$784K -$1.12M -13,544 -59%
AAM
625
Aureus Asset Management
Massachusetts
$783K -$152K -1,840 -16%

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.