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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
AFC
676
Adaptive Financial Consulting
Ohio
$514K -$34.7K -419 -6%
CIA
677
Choate Investment Advisors
Massachusetts
$513K -$9.2K -111 -2%
PA
678
Pinnacle Associates
New York
$511K +$37.7K +455 +8%
KCPG
679
Kavar Capital Partners Group
Kansas
$509K
RPWA
680
Regent Peak Wealth Advisors
Georgia
$504K -$91.4K -1,103 -15%
SIAG
681
Safeguard Investment Advisory Group
California
$502K +$502K +6,064 New
WA
682
Waverly Advisors
Alabama
$499K +$242K +2,924 +94%
AWM
683
Apollon Wealth Management
South Carolina
$499K +$499K +6,017 New
KWP
684
Keystone Wealth Partners
Arizona
$496K +$496K +5,987 New
FC
685
Fusion Capital
South Carolina
$490K -$33.3K -402 -6%
RWG
686
Ratio Wealth Group
Colorado
$479K +$479K +5,782 New
AWS
687
Arkfeld Wealth Strategies
Nebraska
$477K +$2.07K +25 +0.4%
RFN
688
RDA Financial Network
Iowa
$474K -$96.5K -1,165 -17%
ANTB
689
AMG National Trust Bank
Colorado
$474K +$474K +5,719 New
RTS
690
Round Table Services
New Jersey
$466K +$109K +1,320 +31%
PFG
691
PAX Financial Group
Texas
$465K -$26.3K -318 -5%
KA
692
Klingman & Associates
New York
$465K +$83 +1 +0%
BFA
693
Beaumont Financial Advisors
Massachusetts
$465K +$71.9K +868 +18%
KFA
694
Kelleher Financial Advisors
New York
$462K -$51.5K -621 -10%
WIC
695
Whitegate Investment Counselors
New Hampshire
$458K
MWM
696
Meridian Wealth Management
Kentucky
$454K -$47.1K -568 -9%
PG
697
Patten Group
Tennessee
$453K +$29K +350 +7%
IAIM
698
International Assets Investment Management
Florida
$452K -$1.49K -18 -0.3%
BB
699
Busey Bank
Illinois
$451K -$3.31K -40 -0.7%
Bessemer Group
700
Bessemer Group
New Jersey
$450K

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.