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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
PFG
676
Pacific Financial Group
Washington
$587K -$7.1K -86 -1%
IWAG
677
Integer Wealth Advisors Group
Georgia
$581K
MG
678
Mather Group
Illinois
$581K
SL
679
SWMG LLC
Texas
$580K -$20.7K -251 -3%
PA
680
PFG Advisors
Arizona
$576K -$74.6K -904 -11%
DWM
681
Dakota Wealth Management
Florida
$575K +$50.6K +613 +10%
RPA
682
Rock Point Advisors
Vermont
$573K -$9.08K -110 -2%
KFA
683
Kelleher Financial Advisors
New York
$573K +$116K +1,401 +25%
PFGIA
684
Patriot Financial Group Insurance Agency
Massachusetts
$571K +$57.7K +699 +11%
MCM
685
Monarch Capital Management
Indiana
$571K +$573K +6,945 New
GIM
686
Goelzer Investment Management
Indiana
$570K -$56.1K -680 -9%
MCM
687
Maple Capital Management
Vermont
$569K +$25.8K +312 +5%
CH
688
Canton Hathaway
Rhode Island
$568K
HCP
689
Holt Capital Partners
Texas
$568K
RCM
690
Radnor Capital Management
Pennsylvania
$565K
WFM
691
Wolff Financial Management
Michigan
$565K +$826 +10 +0.1%
ML
692
McAdam LLC
Pennsylvania
$562K +$39.2K +475 +7%
WCM
693
Washburn Capital Management
Florida
$560K -$355K -4,303 -39%
Bessemer Group
694
Bessemer Group
New Jersey
$550K +$104K +1,260 +23%
BC
695
Brio Consultants
California
$549K +$17K +206 +3%
WP
696
WealthPLAN Partners
Nebraska
$549K +$194K +2,352 +54%
MIC
697
Meridian Investment Counsel
California
$545K
ACM
698
Alamar Capital Management
California
$544K -$6.69K -81 -1%
RWA
699
Ropes Wealth Advisors
Massachusetts
$541K -$10.7K -130 -2%
BAMG
700
Brand Asset Management Group
Missouri
$539K +$107K +1,298 +25%

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.