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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
S
926
SignatureFD
Georgia
$106K -$315K -3,811 -75%
AF
927
Advisornet Financial
Minnesota
$104K -$13.3K -161 -11%
PGAM
928
Princeton Global Asset Management
New Jersey
$103K +$49.5K +600 +92%
FGAM
929
Financial Gravity Asset Management
Texas
$89.3K -$74.5K -902 -45%
CPWM
930
Cypress Point Wealth Management
Texas
$89K +$84.8K +1,027 +1,975%
ZB
931
Zions Bancorporation
Utah
$88K -$66K -800 -43%
CB
932
CNB Bank
Pennsylvania
$88K
KTC
933
Kistler-Tiffany Companies
Pennsylvania
$83K +$67.7K +820 +439%
FPFS
934
First Personal Financial Services
North Carolina
$82K -$56.6K -686 -41%
PP
935
Pacifica Partners
Canada
$82K +$24.9K +302 +43%
SFP
936
Sterling Financial Planning
New Jersey
$82K +$79.4K +962 +3,207%
IRAG
937
Investment Research & Advisory Group
Georgia
$81K
TFGT
938
TS Financial Group (TSFG)
Illinois
$79K +$33.9K +411 +75%
JGIA
939
Jackson Grant Investment Advisers
Connecticut
$78K
SSB
940
Sandy Spring Bank
Maryland
$77K
HIA
941
Harbor Investment Advisory
Maryland
$76K +$6.44K +78 +9%
HWMA
942
Heritage Wealth Management (Arizona)
Arizona
$76K +$76.1K +922 New
GEA
943
Glen Eagle Advisors
New Jersey
$74.8K +$83 +1 +0.1%
OC
944
Oakworth Capital
Alabama
$70K
HCM
945
Horrell Capital Management
Arkansas
$69K
FDCDDQ
946
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.5K
FFC
947
First Financial Corp
Indiana
$59K
FFC
948
Fure Financial Corporation
Minnesota
$56K -$42K -509 -42%
FWM
949
Focused Wealth Management
New York
$56K
PB
950
Pinnacle Bancorp
Nebraska
$56K +$1.65K +20 +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.