We are live on ! Find out more
BSV icon

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
MA
626
Mangham Associates
Virginia
$640K -$100K -1,208 -14%
OIA
627
OneDigital Investment Advisors
Kansas
$640K -$18.2K -220 -3%
BO
628
BRR OpCo
Ohio
$635K +$166 +2 +0%
TNB
629
TCF National Bank
South Dakota
$634K +$164K +1,975 +35%
GIM
630
Goelzer Investment Management
Indiana
$631K +$17.2K +208 +3%
CSPAM
631
Cary Street Partners Asset Management
Virginia
$630K +$629K +7,594 New
TAM
632
Todd Asset Management
Kentucky
$626K
LIM
633
Loudon Investment Management
New Hampshire
$624K
MCM
634
McMillion Capital Management
North Carolina
$623K -$141K -1,700 -18%
HWM
635
Hemington Wealth Management
Virginia
$617K +$616K +7,438 New
AWM
636
Accel Wealth Management
Iowa
$612K +$612K +7,382 New
MAM
637
MMA Asset Management
Pennsylvania
$607K +$607K +7,325 New
SL
638
SWMG LLC
Texas
$605K +$606K +7,312 New
PFG
639
Pacific Financial Group
Washington
$599K -$2.73M -32,946 -82%
RPA
640
Rock Point Advisors
Vermont
$587K +$4.14K +50 +0.7%
JGUA
641
John G. Ullman & Associates
New York
$587K +$199K +2,400 +51%
MG
642
Mather Group
Illinois
$586K +$586K +7,074 New
DTC
643
Davidson Trust Company
Washington
$585K -$5.3K -64 -0.9%
IWAG
644
Integer Wealth Advisors Group
Georgia
$585K +$230K +2,782 +65%
ARMC
645
American Research & Management Company
Massachusetts
$584K +$583K +7,040 New
CH
646
Canton Hathaway
Rhode Island
$573K
HCP
647
Holt Capital Partners
Texas
$573K +$80.8K +975 +16%
RCM
648
Radnor Capital Management
Pennsylvania
$570K
SIM
649
Stratos Investment Management
Ohio
$570K +$37.8K +456 +7%
WFM
650
Wolff Financial Management
Michigan
$569K -$75.7K -914 -12%

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.