We are live on ! Find out more
BSV icon

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
BDFN
826
Bond & Devick Financial Network
Minnesota
$273K +$274K +3,319 New
CFA
827
Carroll Financial Associates
North Carolina
$272K +$54.4K +659 +25%
SDWMA
828
Schneider Downs Wealth Management Advisors
Pennsylvania
$271K
RB
829
Rodgers Brothers
Pennsylvania
$270K
MFG
830
Merit Financial Group
Georgia
$270K +$271K +3,285 New
AC
831
Addison Capital
Pennsylvania
$269K -$4.04K -49 -1%
COF
832
Capital One Financial
Virginia
$269K
BMA
833
Brooks Moore & Associates
Tennessee
$269K +$37.6K +455 +16%
MAA
834
Matrix Asset Advisors
New York
$264K +$2.89K +35 +1%
MMA
835
Miracle Mile Advisors
California
$263K -$26.4K -320 -9%
CCFCSB
836
Cape Cod Five Cents Savings Bank
Massachusetts
$263K +$264K +3,200 New
SCG
837
Sonata Capital Group
Washington
$262K
VCM
838
Vivaldi Capital Management
Illinois
$260K -$65.5K -794 -20%
CI
839
Ceera Investments
Texas
$259K +$260K +3,150 New
FFA
840
Founders Financial Alliance
North Carolina
$258K -$22.2K -269 -8%
PHAM
841
Palisades Hudson Asset Management
Florida
$258K +$413 +5 +0.2%
KF
842
Krilogy Financial
Missouri
$257K +$7.59K +92 +3%
MWP
843
Meridian Wealth Partners
Pennsylvania
$256K -$14K -170 -5%
TF
844
Trek Financial
Arizona
$255K -$298K -3,612 -54%
TA
845
TFG Advisers
Michigan
$255K +$51K +618 +25%
CNC
846
Canandaigua National Corp
New York
$254K
CWM
847
Collaborative Wealth Management
Florida
$251K +$266K +3,224 New
GG
848
Gofen & Glossberg
Illinois
$249K +$250K +3,032 New
GP
849
Girard Partners
Pennsylvania
$249K +$251K +3,041 New
SFG
850
SageGuard Financial Group
Tennessee
$248K -$33K -400 -12%

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.