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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
IBOK
951
Independence Bank of Kentucky
Kentucky
$15K
RG
952
Retirement Group
California
$15K
BCM
953
Blume Capital Management
California
$14K
RCA
954
Ranch Capital Advisors
Florida
$14K
M
955
MOTCO
Texas
$14K +$14.4K +174 New
HFS
956
Horizon Financial Services
North Carolina
$13K +$994 +12 +8%
FMII
957
Farmers & Merchants Investments Inc
Nebraska
$12K
FMB
958
Field & Main Bank
Kentucky
$12K +$11.9K +144 New
BFC
959
Bedel Financial Consulting
Indiana
$11K
AWA
960
Arkadios Wealth Advisors
Georgia
$11K +$11.1K +134 New
EIP
961
Ellis Investment Partners
Pennsylvania
$10K -$25.1K -303 -71%
VNA
962
Valley National Advisers
Pennsylvania
$10K -$331 -4 -3%
BII
963
Bainco International Investors
Massachusetts
$9K -$215K -2,600 -96%
MIM
964
Macroview Investment Management
Maryland
$9K
BCM
965
Bourgeon Capital Management
Connecticut
$9K +$9.11K +110 New
BEI
966
Benjamin Edwards Inc
Missouri
$8K
JFA
967
JNBA Financial Advisors
Minnesota
$8K
SIC
968
Salem Investment Counselors
North Carolina
$8K
BFP
969
Briaud Financial Planning
Texas
$7.87K +$7.87M +94,929 New
ATC
970
Adirondack Trust Company
New York
$7K
CYG
971
Clean Yield Group
Vermont
$7K
LC
972
Lindbrook Capital
California
$7K
FCB
973
First Command Bank
Texas
$6K
FCFS
974
First Command Financial Services
Texas
$6K
LF
975
Lee Financial
Texas
$6K

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.