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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
HB
51
Homrich & Berg
Georgia
$50.4M +$4.65M +56,100 +10%
FHC
52
First Horizon Corporation
Tennessee
$47.3M -$878K -10,592 -2%
Verition Fund Management
53
Verition Fund Management
Connecticut
$45.6M +$45.6M +549,994 New
VA
54
Valmark Advisers
Ohio
$45.5M +$2.71M +32,713 +6%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.9M -$41.1M -496,643 -48%
MML Investors Services
56
MML Investors Services
Massachusetts
$44.3M +$2.38M +28,784 +6%
DPI
57
Diversified Portfolios Inc
Michigan
$44.2M +$8.5M +102,540 +24%
WCWM
58
Willow Creek Wealth Management
California
$44.2M +$2.48M +29,973 +6%
FG
59
Fiduciary Group
Georgia
$42M -$74.7K -902 -0.2%
NL
60
NEPC LLC
Massachusetts
$41.6M +$726K +8,764 +2%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$38.4M +$2.73M +32,906 +8%
PP
62
PrairieView Partners
Minnesota
$37.8M +$4.56M +55,014 +14%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$36.3M +$536K +6,474 +2%
Vanguard Group
64
Vanguard Group
Pennsylvania
$36.3M +$36.2M +437,363 New
BWM
65
Brickley Wealth Management
California
$35.3M +$1.57M +18,981 +5%
Comerica Bank
66
Comerica Bank
Texas
$34.5M +$3.57M +43,114 +12%
MWA
67
Martel Wealth Advisors
Washington
$33.9M +$2.72M +32,833 +9%
PD
68
Planning Directions
Pennsylvania
$33.8M +$1.08M +13,071 +3%
DW
69
Domani Wealth
Pennsylvania
$32.6M -$2.04M -24,606 -6%
CCM
70
Carlson Capital Management
Minnesota
$32.5M +$10.1M +121,468 +45%
EHC
71
Everett Harris & Co
California
$32.4M +$1.21M +14,638 +4%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$32.3M +$239K +2,890 +0.7%
WPWM
73
Windward Private Wealth Management
Kansas
$31.6M +$31.6M +381,313 New
PGFC
74
Peapack-Gladstone Financial Corp
New Jersey
$31.2M +$3.88M +46,829 +14%
AWM
75
AE Wealth Management
Kansas
$31.2M +$3.41M +41,130 +12%

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.