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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
JFA
801
JNBA Financial Advisors
Minnesota
$306K +$299K +3,627 +3,942%
ASW
802
Astoria Strategic Wealth
Texas
$302K +$22.8K +276 +8%
EA
803
Ellsworth Advisors
Ohio
$301K
HWM
804
Howard Wealth Management
Connecticut
$299K +$6.6K +80 +2%
NCM
805
Narwhal Capital Management
Georgia
$299K +$22.8K +276 +8%
ECM
806
Evergreen Capital Management
Washington
$297K -$51.6K -625 -15%
EWM
807
Evermay Wealth Management
Virginia
$296K -$476K -5,760 -62%
SCM
808
Spreng Capital Management
Ohio
$293K -$56.5K -685 -16%
W
809
WealthOne
New York
$293K -$13.5K -163 -4%
BST
810
Bath Savings Trust
Maine
$293K +$49.5K +600 +20%
ST
811
Spinnaker Trust
Maine
$292K +$31K +375 +12%
MOS
812
MGO One Seven
Ohio
$292K +$91.4K +1,107 +45%
CHA
813
Carmichael Hill & Associates
Maryland
$291K +$58.7K +711 +25%
MAM
814
MMA Asset Management
Pennsylvania
$290K -$314K -3,801 -52%
CCA
815
Conservest Capital Advisors
Pennsylvania
$290K +$291K +3,529 New
MWP
816
Moller Wealth Partners
$288K +$289K +3,499 New
NAG
817
Northstar Advisory Group
New Jersey
$287K -$54.9K -665 -16%
HR
818
Hayden Royal
North Carolina
$281K +$282K +3,413 New
JFA
819
Johanson Financial Advisors
California
$280K -$578K -6,998 -67%
TA
820
Tiedemann Advisors
New York
$279K
RPCA
821
Running Point Capital Advisors
California
$278K +$143K +1,733 +105%
Fisher Asset Management
822
Fisher Asset Management
Washington
$277K -$434K -5,263 -61%
JCM
823
Jacobi Capital Management
Pennsylvania
$276K -$77.9K -944 -22%
EA
824
Elm Advisors
California
$276K +$30.6K +371 +12%
SF
825
Synovus Financial
Georgia
$273K -$438K -5,310 -62%

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.