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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
SWM
876
Sugarloaf Wealth Management
Georgia
$146K +$497 +6 +0.3%
WT
877
Washington Trust
Rhode Island
$144K
SC
878
Steph & Co
Wisconsin
$141K
FPFS
879
First Personal Financial Services
North Carolina
$140K
1IA
880
1834 Investment Advisors
Wisconsin
$139K
RPCA
881
Running Point Capital Advisors
California
$137K +$137K +1,654 New
NG
882
NWK Group
California
$134K
OIM
883
Oder Investment Management
California
$132K +$133K +1,604 New
RDFA
884
Ritter Daniher Financial Advisory
Ohio
$127K +$127K +1,530 New
Toronto Dominion Bank
885
Toronto Dominion Bank
Ontario, Canada
$120K -$7.21K -87 -6%
AF
886
Advisornet Financial
Minnesota
$118K -$95.4K -1,151 -45%
HFA
887
Hoover Financial Advisors
Pennsylvania
$117K -$43.5K -525 -27%
TSW
888
Thompson Siegel & Walmsley
Virginia
$112K -$41.4K -500 -27%
IRC
889
Investors Research Corp
Georgia
$108K +$53.4K +644 +97%
TWA
890
TCI Wealth Advisors
Arizona
$99K +$663 +8 +0.7%
FFC
891
Fure Financial Corporation
Minnesota
$99K +$48.9K +590 +97%
ADL
892
Asset Dedication LLC
California
$97K
HI
893
Hudock Inc
Pennsylvania
$91K +$84K +1,014 +1,193%
CB
894
CNB Bank
Pennsylvania
$89K
IRAG
895
Investment Research & Advisory Group
Georgia
$82K +$13.9K +168 +20%
JGIA
896
Jackson Grant Investment Advisers
Connecticut
$79K +$78.7K +950 New
RA
897
Reby Advisors
Connecticut
$79K +$78.7K +950 New
SSB
898
Sandy Spring Bank
Maryland
$78K -$13.9K -168 -15%
GEA
899
Glen Eagle Advisors
New Jersey
$75.4K -$31.1K -375 -29%
OC
900
Oakworth Capital
Alabama
$71K

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.