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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
FMC
801
First Merchants Corp
Indiana
$262K -$9.2K -111 -3%
PHAM
802
Palisades Hudson Asset Management
Florida
$260K +$994 +12 +0.4%
LPT
803
Legacy Private Trust
Wisconsin
$257K +$55K +664 +27%
CNC
804
Canandaigua National Corp
New York
$256K
CAM
805
Concorde Asset Management
Michigan
$254K -$76.4K -922 -23%
CPO
806
Cerity Partners OCIO
New York
$254K +$254K +3,066 New
KF
807
Krilogy Financial
Missouri
$252K -$278K -3,351 -52%
Fiera Capital (Canada)
808
Fiera Capital (Canada)
Quebec, Canada
$252K +$31.5K +380 +14%
CF
809
Corrigan Financial
Rhode Island
$252K +$252K +3,036 New
Kovitz Investment Group Partners
810
Kovitz Investment Group Partners
Illinois
$251K -$1.84M -22,181 -88%
LCP
811
Legacy Capital Partners
Wisconsin
$249K
CAL
812
Capital Analysts LLC
Pennsylvania
$249K +$4.89K +59 +2%
HPC
813
Hobart Private Capital
North Carolina
$248K -$59.5K -718 -19%
IC
814
Intersect Capital
California
$248K
SAF
815
Smith Anglin Financial
Texas
$248K +$247K +2,987 New
EA
816
Elm Advisors
California
$248K +$248K +2,992 New
MCC
817
Money Concepts Capital
Florida
$248K +$248K +2,997 New
LC
818
Landaas & Company
Wisconsin
$246K
TWP
819
TFO Wealth Partners
Ohio
$245K +$215K +2,595 +711%
BST
820
Bath Savings Trust
Maine
$245K +$245K +2,961 New
GCM
821
Gibraltar Capital Management
Oklahoma
$243K +$1.24K +15 +0.5%
RVM
822
Robinson Value Management
Texas
$241K +$241K +2,909 New
CAG
823
Csenge Advisory Group
Florida
$239K +$249 +3 +0.1%
SFPG
824
Stonebridge Financial Planning Group
Florida
$238K +$87K +1,050 +58%
FRA
825
Front Row Advisors
California
$237K +$3.31K +40 +1%

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.