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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
SFS
751
Strategic Financial Services
New York
$413K
FLA
752
Financial Life Advisors
Texas
$413K +$86.3K +1,046 +26%
CIC
753
Chase Investment Counsel
Virginia
$413K +$416K +5,034 New
CNB
754
Camden National Bank
Maine
$409K +$102K +1,232 +33%
CNC
755
Camden National Corporation
Maine
$409K +$411K +4,973 New
PFO
756
Pathstone Family Office
New Jersey
$408K +$408K +4,938 +19,752%
MWM
757
Meridian Wealth Management
Kentucky
$400K -$50.7K -614 -11%
NFG
758
Nadler Financial Group
Illinois
$399K -$8.09K -98 -2%
WDC
759
Woodward Diversified Capital
California
$398K -$11.1K -134 -3%
Financial Engines Advisors
760
Financial Engines Advisors
California
$396K +$398K +4,821 New
FI
761
FormulaFolio Investments
Michigan
$392K -$8.83M -106,932 -96%
OBWG
762
Onyx Bridge Wealth Group
New York
$389K +$391K +4,739 New
CAAS
763
Capital Asset Advisory Services
Michigan
$380K -$65K -787 -15%
PCFFS
764
Pacific Center for Financial Services
California
$373K +$248 +3 +0.1%
WAP
765
Wealthcare Advisory Partners
Pennsylvania
$372K +$11.6K +141 +3%
TFA
766
TPG Financial Advisors
Oregon
$370K -$23.2K -281 -6%
OMC
767
Overbrook Management Corp
New York
$368K
TWM
768
Titus Wealth Management
California
$367K +$10.3K +125 +3%
SWPG
769
Strategic Wealth Partners Group
Illinois
$367K +$369K +4,469 New
KLI
770
Kelman-Lazarov Inc
Tennessee
$365K
B
771
Bridgeworth
Alabama
$362K -$12.1K -147 -3%
LL
772
LPWM LLC
Minnesota
$361K
AFC
773
AFT Forsyth & Company
Florida
$354K
HAS
774
HBW Advisory Services
California
$353K +$9.33K +113 +3%
PIM
775
Penobscot Investment Management
Massachusetts
$352K +$354K +4,283 New

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.