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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
FBT
926
First Bank & Trust
South Dakota
$40K
VCG
927
Vantage Consulting Group
Virginia
$39K +$39.7K +479 New
TF
928
TimeScale Financial
Massachusetts
$38K +$166 +2 +0.4%
SIAP
929
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$37K
FPCG
930
Fort Pitt Capital Group
Pennsylvania
$37K +$36.5K +441 New
PO
931
Private Ocean
California
$34K -$109K -1,318 -76%
VFA
932
Valeo Financial Advisors
Indiana
$34K -$8.62K -104 -20%
LWA
933
Lenox Wealth Advisors
New York
$33K
SWA
934
SOA Wealth Advisors
New York
$32K +$32.5K +392 New
AA
935
Addison Advisors
Vermont
$31K +$31.1K +375 New
CFD
936
Creative Financial Designs
Indiana
$30K +$83 +1 +0.3%
KFI
937
Key Financial Inc
Pennsylvania
$30K +$30.1K +363 New
RE
938
RBC Europe
United Kingdom
$28.8K
AIG
939
American International Group
New York
$27.4K +$27.3K +330 New
RCA
940
Rowland Carmichael Advisors
Arizona
$27K
RBC
941
Roble Belko & Company
Pennsylvania
$25K -$36K -435 -59%
TRCT
942
Tower Research Capital (TRC)
New York
$25K +$24.9K +300 +15,000%
TWM
943
Tradition Wealth Management
Minnesota
$25K +$25.4K +306 New
CFN
944
Cordasco Financial Network
Florida
$22K
TF
945
Tompkins Financial
New York
$22K +$15.3K +185 +237%
PWPS
946
Pinnacle Wealth Planning Services
Ohio
$22K +$22K +265 New
DAM
947
Delta Asset Management
Tennessee
$21K
SNT
948
Security National Trust
West Virginia
$21K
VRM
949
Vectors Research Management
New York
$16K -$3.81K -46 -19%
KTC
950
Kistler-Tiffany Companies
Pennsylvania
$16K

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.