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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
LIM
651
Loudon Investment Management
New Hampshire
$682K +$64K +775 +10%
CAN
652
Claraphi Advisory Network
United States
$681K -$234K -2,839 -26%
FA
653
Fermata Advisors
California
$674K +$686K +8,308 New
RIA
654
Realta Investment Advisors
Delaware
$658K +$16.3K +198 +3%
PNC
655
Park National Corp
Ohio
$650K -$89.7K -1,086 -12%
APW
656
Aurora Private Wealth
New Jersey
$648K -$424K -5,136 -39%
HCM
657
Hollencrest Capital Management
California
$648K
IWS
658
Insight Wealth Strategies
California
$643K -$5.12K -62 -0.8%
FCA
659
FLC Capital Advisors
California
$642K -$43.6K -528 -6%
EBSAM
660
Eubel Brady & Suttman Asset Management
Ohio
$638K +$321K +3,893 +100%
TNB
661
TCF National Bank
South Dakota
$632K +$3.71K +45 +0.6%
MIA
662
MainStreet Investment Advisors
Illinois
$625K +$628K +7,609 New
DSC
663
Duncker Streett & Co
Missouri
$624K -$24.8K -300 -4%
EIG
664
Ellenbecker Investment Group
Wisconsin
$620K -$158K -1,913 -20%
MCM
665
McMillion Capital Management
North Carolina
$620K +$2.06K +25 +0.3%
SA
666
SRH Advisors
Kansas
$618K +$425K +5,153 +218%
BFPW
667
BOK Financial Private Wealth
Colorado
$613K -$401K -4,856 -39%
SIC
668
Samalin Investment Counsel
New York
$611K -$57.5K -696 -9%
TAM
669
Todd Asset Management
Kentucky
$610K -$10.3K -125 -2%
HWM
670
Hemington Wealth Management
Virginia
$608K -$3.55K -43 -0.6%
OIA
671
OneDigital Investment Advisors
Kansas
$602K -$31.9K -387 -5%
CSPAM
672
Cary Street Partners Asset Management
Virginia
$601K -$24.2K -293 -4%
OCM
673
Orser Capital Management
Texas
$598K +$600K +7,270 New
RC
674
Rinet Company
Massachusetts
$597K +$600K +7,268 New
DTC
675
Davidson Trust Company
Washington
$595K +$15.5K +188 +3%

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.