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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
5L
701
55I LLC
Massachusetts
$449K -$1.16M -13,964 -72%
CAAS
702
Capital Asset Advisory Services
Michigan
$449K +$7.87K +95 +2%
LJHT
703
Laurie J. Hall Trustee
$446K
IA
704
Insight Advisors
Pennsylvania
$446K +$446K +5,383 New
BAS
705
Brown Advisory Securities
Maryland
$444K
SFM
706
Signet Financial Management
New Jersey
$442K -$47.1K -568 -10%
YIA
707
YHB Investment Advisors
Connecticut
$441K -$124K -1,500 -22%
SG
708
StoneX Group
New York
$440K -$5.96K -72 -1%
SS
709
Sunbelt Securities
Texas
$438K +$438K +5,284 New
BAMG
710
Brand Asset Management Group
Missouri
$436K +$22.8K +275 +6%
LWPC
711
Legacy Wealth Partners (California)
California
$428K -$269K -3,246 -39%
SGCA
712
Steel Grove Capital Advisors
Tennessee
$428K -$1.74K -21 -0.4%
Fidelity Investments
713
Fidelity Investments
Massachusetts
$423K -$39.8M -480,967 -99%
S
714
SignatureFD
Georgia
$423K +$30.7K +371 +8%
RA
715
RFG Advisory
Alabama
$421K +$422K +5,091 New
RWB
716
RMR Wealth Builders
New Jersey
$419K -$530K -6,393 -56%
IFG
717
Investors Financial Group
Minnesota
$418K +$62.8K +758 +18%
SFS
718
Strategic Financial Services
New York
$417K -$70.4K -850 -14%
CAI
719
Capital Advisors Inc
Oklahoma
$417K +$47.8K +577 +13%
WDC
720
Woodward Diversified Capital
California
$413K +$412K +4,978 New
NFG
721
Nadler Financial Group
Illinois
$411K +$331 +4 +0.1%
SWA
722
SFMG Wealth Advisors
Texas
$410K +$409K +4,940 New
GAM
723
Gould Asset Management
California
$400K -$296K -3,570 -43%
TFA
724
TPG Financial Advisors
Oregon
$397K -$15.6K -188 -4%
WIM
725
Weitz Investment Management
Nebraska
$389K

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.