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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
UCFA
51
United Capital Financial Advisors
Texas
$53.6M -$1.37M -16,557 -2%
EA
52
Efficient Advisors
Ohio
$51.9M -$1.26M -15,279 -2%
DPI
53
Diversified Portfolios Inc
Michigan
$51.2M +$7.41M +89,820 +17%
JC
54
Jentner Corp
Ohio
$49.7M +$26.2M +316,873 +110%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.5M +$5.02M +60,826 +11%
VA
56
Valmark Advisers
Ohio
$48.2M +$3.07M +37,228 +7%
WCWM
57
Willow Creek Wealth Management
California
$47.7M +$3.93M +47,578 +9%
MAM
58
Meeder Asset Management
Ohio
$44.3M +$42.1M +509,681 +1,733%
PP
59
PrairieView Partners
Minnesota
$42.9M +$5.4M +65,382 +14%
DW
60
Domani Wealth
Pennsylvania
$42.8M +$10.5M +127,734 +32%
FG
61
Fiduciary Group
Georgia
$41.3M -$489K -5,918 -1%
HB
62
Homrich & Berg
Georgia
$41M -$9.04M -109,504 -18%
NL
63
NEPC LLC
Massachusetts
$40.5M -$723K -8,764 -2%
CF
64
Corrigan Financial
Rhode Island
$40.4M +$40.3M +488,492 +16,090%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$39.1M +$3.08M +37,303 +9%
Victory Capital Management
66
Victory Capital Management
Texas
$38.8M -$155M -1,881,046 -80%
CCM
67
Carlson Capital Management
Minnesota
$37.4M +$5.07M +61,414 +16%
MWA
68
Martel Wealth Advisors
Washington
$36.8M +$3.24M +39,195 +10%
Comerica Bank
69
Comerica Bank
Texas
$36.7M +$2.46M +29,785 +7%
AWM
70
AE Wealth Management
Kansas
$36.5M +$5.69M +68,893 +18%
FHC
71
First Horizon Corporation
Tennessee
$36.1M -$10.8M -131,030 -23%
BWM
72
Brickley Wealth Management
California
$35.4M +$397K +4,814 +1%
PD
73
Planning Directions
Pennsylvania
$33.7M +$232K +2,813 +0.7%
PGFC
74
Peapack-Gladstone Financial Corp
New Jersey
$33.6M +$2.7M +32,680 +9%
COCM
75
Charter Oak Capital Management
New Hampshire
$33.2M +$5.06M +61,266 +18%

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.