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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
SBL
826
Sargent Bickham Lagudis
Colorado
$235K -$64.4K -777 -21%
CHA
827
Carmichael Hill & Associates
Maryland
$234K +$14.2K +171 +6%
AWA
828
Alta Wealth Advisors
Massachusetts
$234K +$234K +2,824 New
BMA
829
Brooks Moore & Associates
Tennessee
$233K +$17K +205 +8%
FCA
830
FinTrust Capital Advisors
South Carolina
$233K +$40.1K +484 +21%
LWM
831
Liberty Wealth Management
California
$232K +$18.1K +218 +8%
TCMP
832
Thrive Capital Management (Pennsylvania)
Pennsylvania
$232K +$232K +2,796 New
CG
833
CFO4Life Group
Texas
$231K
CA
834
Clearstead Advisors
Ohio
$231K +$58K +700 +33%
SB
835
Strategic Blueprint
Georgia
$227K +$3.81K +46 +2%
HH
836
Hilltop Holdings
Texas
$225K
HIS
837
Horizon Investment Services
Indiana
$225K
GWM
838
Gray Wealth Management
Maine
$225K +$225K +2,714 New
VWM
839
Venturi Wealth Management
Texas
$222K -$1.89M -22,816 -89%
CFA
840
Carroll Financial Associates
North Carolina
$219K -$41K -495 -16%
AP
841
Adero Partners
California
$219K -$5.47K -66 -2%
AWA
842
Acorn Wealth Advisors
Michigan
$217K -$249 -3 -0.1%
RMAM
843
Raab & Moskowitz Asset Management
New Jersey
$216K +$10K +121 +5%
JWM
844
Janiczek Wealth Management
Colorado
$214K
First Manhattan
845
First Manhattan
New York
$214K +$51.8K +625 +32%
CA
846
Cumberland Advisors
Florida
$213K +$213K +2,570 New
Carson Wealth (CWM LLC)
847
Carson Wealth (CWM LLC)
Nebraska
$209K
MM
848
Main Management
California
$209K
PPA
849
Parametric Portfolio Associates
Washington
$209K +$209K +2,525 New
EAMA
850
EFG Asset Management (Americas)
Florida
$208K -$256K -3,093 -55%

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.