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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
GIA
651
Gladstone Institutional Advisory
Florida
$569K -$25.8K -311 -4%
VDI
652
Vaughan David Investments
Illinois
$564K
FPS
653
Fieldpoint Private Securities
Connecticut
$563K
TF
654
Trek Financial
Arizona
$557K -$13.8K -167 -2%
RWA
655
Ropes Wealth Advisors
Massachusetts
$556K
RWI
656
Red Wave Investments
Pennsylvania
$556K +$555K +6,704 New
ACM
657
Alamar Capital Management
California
$555K +$555K +6,694 New
RI
658
Ridgewood Investments
New Jersey
$551K
MIC
659
Meridian Investment Counsel
California
$549K -$11.1K -134 -2%
MCM
660
Maple Capital Management
Vermont
$548K +$2.49K +30 +0.5%
BIAS
661
Beacon Investment Advisory Services
New Jersey
$538K +$22K +265 +4%
BC
662
Brio Consultants
California
$537K -$662K -7,989 -55%
AT
663
Arden Trust
Delaware
$537K -$12.9K -156 -2%
EFS
664
Essex Financial Services
Connecticut
$530K +$55.9K +675 +12%
DWM
665
Dakota Wealth Management
Florida
$529K -$12.3K -148 -2%
PGWM
666
Parisi Gray Wealth Management
New Jersey
$528K +$528K +6,374 New
ML
667
McAdam LLC
Pennsylvania
$526K +$527K +6,361 New
TFA
668
Tranquilli Financial Advisor
New Jersey
$524K +$524K +6,324 New
CSIC
669
Clifford Swan Investment Counsel
California
$523K +$49.7K +600 +11%
JIR
670
James Investment Research
Ohio
$520K +$135K +1,630 +35%
QCG
671
Quadrant Capital Group
Ohio
$519K -$134K -1,614 -20%
CCT
672
Country Club Trust
Missouri
$518K -$10.4K -125 -2%
PFGIA
673
Patriot Financial Group Insurance Agency
Massachusetts
$518K +$240K +2,901 +87%
BWA
674
Bordeaux Wealth Advisors
California
$518K +$517K +6,244 New
WCFA
675
Walkner Condon Financial Advisors
Wisconsin
$517K -$25.1K -303 -5%

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.