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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
FMW
776
Farr Miller & Washington
District of Columbia
$350K +$49K +594 +16%
VFG
777
V2 Financial group
Illinois
$349K +$351K +4,250 New
WPA
778
West Paces Advisors
Georgia
$342K -$16.3K -198 -5%
CAM
779
Concorde Asset Management
Michigan
$342K +$90.2K +1,093 +36%
WB
780
WesBanco Bank
West Virginia
$341K +$342K +4,141 New
IWP
781
Icon Wealth Partners
Texas
$339K -$10.3K -125 -3%
CC
782
Claybrook Capital
Massachusetts
$337K
BFIM
783
Beese Fulmer Investment Management
Ohio
$335K +$75.8K +918 +29%
SWP
784
Summit Wealth Partners
Florida
$333K
IA
785
Insight Advisors
Pennsylvania
$329K -$114K -1,382 -26%
SIAG
786
Safeguard Investment Advisory Group
California
$324K -$175K -2,114 -35%
RWA
787
Redhawk Wealth Advisors
Minnesota
$324K -$4.46K -54 -1%
FNC
788
First National Corp
Massachusetts
$323K
OAM
789
Occidental Asset Management
California
$320K +$321K +3,888 New
IFG
790
Investors Financial Group
Minnesota
$317K -$97.8K -1,185 -23%
DP
791
Dearborn Partners
Illinois
$317K
OWP
792
Obermeyer Wealth Partners
Colorado
$317K
NSIM
793
North Star Investment Management
Illinois
$317K +$24.8K +300 +8%
GLA
794
Good Life Advisors
Pennsylvania
$317K +$317K +3,843 New
HFS
795
Howard Financial Services
Texas
$315K -$5.04K -61 -2%
PAA
796
Peregrine Asset Advisers
Oregon
$315K +$660 +8 +0.2%
SSI
797
Scott & Selber Inc
Texas
$313K -$9.33K -113 -3%
HF
798
HRT Financial
New York
$311K -$2.28M -27,661 -88%
FIA
799
Foundations Investment Advisors
Arizona
$307K +$32.9K +399 +12%
MA
800
Montag & Associates
Georgia
$306K +$41.3K +500 +16%

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.