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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
WSTAM
626
Wilbanks Smith & Thomas Asset Management
Virginia
$780K -$61K -739 -7%
MFA
627
Mayflower Financial Advisors
Massachusetts
$780K +$97.7K +1,184 +14%
RI
628
Ridgewood Investments
New Jersey
$779K +$236K +2,853 +43%
LRPA
629
L. Roy Papp & Associates
Arizona
$776K -$53.9M -652,885 -99%
AIC
630
Archer Investment Corporation
Indiana
$772K +$130K +1,572 +20%
ACA
631
Atlas Capital Advisors
Wyoming
$771K +$775K +9,384 New
HHRDM
632
H&H Retirement Design & Management
Nevada
$769K +$771K +9,344 New
T
633
TRUADVICE
Florida
$765K +$29.3K +355 +4%
EWA
634
EP Wealth Advisors
California
$763K +$53.2K +644 +7%
PWM
635
PRW Wealth Management
Massachusetts
$762K +$766K +9,273 New
EW
636
Evoke Wealth
California
$759K
ACP
637
Ashfield Capital Partners
California
$754K
EWA
638
Exencial Wealth Advisors
Oklahoma
$743K +$660 +8 +0.1%
FFN
639
Focus Financial Network
Minnesota
$739K +$742K +8,994 New
BWM
640
BerganKDV Wealth Management
Minnesota
$737K +$740K +8,969 New
LA
641
LVW Advisors
New York
$729K -$451K -5,464 -38%
MA
642
Mangham Associates
Virginia
$724K +$90.9K +1,101 +14%
EWM
643
EPG Wealth Management
Georgia
$720K +$724K +8,765 New
MFG
644
Monumental Financial Group
Maryland
$719K +$722K +8,743 New
SAM
645
S.A. Mason
Michigan
$715K
APCM
646
Alaska Permanent Capital Management
Alaska
$707K +$711K +8,607 New
AP
647
Advisors Preferred
Maryland
$704K -$377K -4,570 -35%
SIM
648
Stratos Investment Management
Ohio
$704K +$139K +1,682 +24%
FBC
649
Fairfield, Bush & Co
Connecticut
$695K -$3.93M -47,662 -85%
CWM
650
Connecticut Wealth Management
Connecticut
$687K +$24.2K +293 +4%

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.