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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
LCP
851
Legacy Capital Partners
Wisconsin
$247K
SMC
852
Smith, Moore & Co
Missouri
$246K -$90.3K -1,094 -27%
IC
853
Intersect Capital
California
$246K
NCM
854
Northwest Capital Management
Oregon
$244K +$245K +2,966 New
SAF
855
Smith Anglin Financial
Texas
$243K -$2.31K -28 -0.9%
TCMP
856
Thrive Capital Management (Pennsylvania)
Pennsylvania
$242K +$12K +145 +5%
CA
857
Cumberland Advisors
Florida
$242K +$31K +375 +15%
GCM
858
Gibraltar Capital Management
Oklahoma
$241K +$495 +6 +0.2%
BIA
859
Bigelow Investment Advisors
Maine
$240K -$40.5K -490 -14%
RVM
860
Robinson Value Management
Texas
$239K
MFS
861
McNamara Financial Services
Massachusetts
$239K +$37.1K +449 +18%
LC
862
Landaas & Company
Wisconsin
$238K -$5.2K -63 -2%
OPA
863
Old Port Advisors
Maine
$238K +$239K +2,894 New
SBL
864
Sargent Bickham Lagudis
Colorado
$233K
AWA
865
Alta Wealth Advisors
Massachusetts
$232K
LWM
866
Liberty Wealth Management
California
$232K
FRA
867
Front Row Advisors
California
$231K -$3.88K -47 -2%
ACA
868
Aptus Capital Advisors
Alabama
$231K +$70.3K +851 +43%
SB
869
Strategic Blueprint
Georgia
$230K +$5.04K +61 +2%
CG
870
CFO4Life Group
Texas
$229K
RMAM
871
Raab & Moskowitz Asset Management
New Jersey
$229K +$15.1K +183 +7%
KWA
872
KCS Wealth Advisory
California
$227K +$228K +2,757 New
C
873
Certuity
Florida
$227K +$228K +2,764 New
FCA
874
FinTrust Capital Advisors
South Carolina
$226K -$4.79K -58 -2%
CA
875
Clearstead Advisors
Ohio
$223K -$6.6K -80 -3%

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.