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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
NAG
751
Northstar Advisory Group
New Jersey
$344K +$344K +4,154 New
CC
752
Claybrook Capital
Massachusetts
$340K
SMC
753
Smith, Moore & Co
Missouri
$339K +$29K +350 +9%
SWP
754
Summit Wealth Partners
Florida
$336K
AllianceBernstein
755
AllianceBernstein
Tennessee
$332K +$331K +4,000 New
RWA
756
Redhawk Wealth Advisors
Minnesota
$331K +$68.8K +830 +26%
FLA
757
Financial Life Advisors
Texas
$329K -$112K -1,346 -25%
VCM
758
Vivaldi Capital Management
Illinois
$328K
FNC
759
First National Corp
Massachusetts
$326K +$25.3K +305 +8%
SSI
760
Scott & Selber Inc
Texas
$325K -$118K -1,427 -27%
ECG
761
Edge Capital Group
Georgia
$325K +$47.7K +576 +17%
HFS
762
Howard Financial Services
Texas
$323K -$197K -2,383 -38%
EBSAM
763
Eubel Brady & Suttman Asset Management
Ohio
$321K +$321K +3,877 New
DP
764
Dearborn Partners
Illinois
$320K
WP
765
WealthShield Partners
North Carolina
$320K +$16.1K +194 +5%
OWP
766
Obermeyer Wealth Partners
Colorado
$320K +$320K +3,859 New
PAA
767
Peregrine Asset Advisers
Oregon
$318K +$331 +4 +0.1%
BFA
768
Beacon Financial Advisory
Ohio
$318K +$46.1K +556 +17%
TSS
769
Two Sigma Securities
New York
$315K -$584K -7,050 -65%
SBSB
770
Sullivan, Bruyette, Speros & Blaney
Virginia
$313K -$80.4K -970 -20%
CNB
771
Camden National Bank
Maine
$310K -$663 -8 -0.2%
W
772
WealthOne
New York
$309K +$14.7K +177 +5%
EA
773
Ellsworth Advisors
Ohio
$303K +$22.6K +273 +8%
FMW
774
Farr Miller & Washington
District of Columbia
$303K +$71.6K +864 +31%
BA
775
BCM Advisors
Louisiana
$297K +$297K +3,579 New

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.