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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
SFPG
901
Stonebridge Financial Planning Group
Florida
$196K -$39.2K -475 -17%
MCC
902
Money Concepts Capital
Florida
$184K -$62.6K -758 -25%
SBSB
903
Sullivan, Bruyette, Speros & Blaney
Virginia
$171K -$141K -1,704 -45%
ME
904
McIlrath & Eck
Washington
$170K
CAL
905
Capital Advisors Ltd
Ohio
$168K
RFA
906
Reilly Financial Advisors
California
$167K -$36.6K -443 -18%
CIR
907
Clear Investment Research
Georgia
$164K +$1.07K +13 +0.7%
HS
908
Horan Securities
United States
$155K -$17K -206 -10%
DAC
909
Dividend Assets Capital
South Carolina
$148K -$660 -8 -0.4%
AWA
910
Arkadios Wealth Advisors
Georgia
$147K +$137K +1,659 +1,238%
MA
911
MCF Advisors
Kentucky
$144K +$103K +1,250 +250%
WT
912
Washington Trust
Rhode Island
$143K
BlackRock
913
BlackRock
New York
$141K +$78.5K +951 +124%
SC
914
Steph & Co
Wisconsin
$140K
1IA
915
1834 Investment Advisors
Wisconsin
$138K
Northern Trust
916
Northern Trust
Illinois
$138K +$9.02M +109,318 +190%
IRC
917
Investors Research Corp
Georgia
$136K +$28.1K +341 +26%
NG
918
NWK Group
California
$133K
GI
919
Gradient Investments
Minnesota
$128K -$47.4K -574 -27%
RDFA
920
Ritter Daniher Financial Advisory
Ohio
$126K
TWA
921
TCI Wealth Advisors
Arizona
$117K +$18.6K +225 +19%
HBT
922
Hills Bank & Trust
Iowa
$117K +$118K +1,424 New
HFA
923
Hoover Financial Advisors
Pennsylvania
$116K
Toronto Dominion Bank
924
Toronto Dominion Bank
Ontario, Canada
$113K -$6.27K -76 -5%
TSW
925
Thompson Siegel & Walmsley
Virginia
$111K

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.