We are live on ! Find out more
BSV icon

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
RWI
701
Red Wave Investments
Pennsylvania
$538K -$12.8K -155 -2%
PFM
702
Parsec Financial Management
North Carolina
$533K -$605K -7,326 -53%
AT
703
Arden Trust
Delaware
$531K -$2.31K -28 -0.4%
AP
704
Arlington Partners
Alabama
$530K -$141K -1,709 -21%
SAM
705
Secure Asset Management
Michigan
$528K -$678K -8,219 -56%
WCFA
706
Walkner Condon Financial Advisors
Wisconsin
$528K +$15.6K +189 +3%
TGAM
707
TBH Global Asset Management
Tennessee
$527K -$939K -11,369 -64%
RP
708
Reinhart Partners
Wisconsin
$519K +$521K +6,312 New
CSIC
709
Clifford Swan Investment Counsel
California
$518K
SFM
710
Signet Financial Management
New Jersey
$518K +$80K +969 +18%
JIR
711
James Investment Research
Ohio
$516K
YIA
712
YHB Investment Advisors
Connecticut
$516K +$78.8K +955 +18%
QCG
713
Quadrant Capital Group
Ohio
$515K +$578 +7 +0.1%
BWA
714
Bordeaux Wealth Advisors
California
$513K
SGCA
715
Steel Grove Capital Advisors
Tennessee
$512K +$88.5K +1,072 +21%
CIA
716
Choate Investment Advisors
Massachusetts
$509K
PA
717
Pinnacle Associates
New York
$507K +$83 +1 +0%
LNWWM
718
Laird Norton Wetherby Wealth Management
California
$505K -$526K -6,376 -51%
CCT
719
Country Club Trust
Missouri
$504K -$9.49K -115 -2%
CCA
720
Column Capital Advisors
Indiana
$501K +$504K +6,100 New
RPWA
721
Regent Peak Wealth Advisors
Georgia
$499K
GAM
722
Gould Asset Management
California
$499K +$103K +1,250 +26%
WA
723
Waverly Advisors
Alabama
$496K
FP
724
Financial Perspectives
Minnesota
$492K +$3.3M +39,945 +8,119%
NWS
725
Newport Wealth Strategies
California
$490K -$204K -2,470 -29%

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.