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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
SCA
951
Stonebridge Capital Advisors
Minnesota
$56K +$55.8K +676 New
BAM
952
Barrett Asset Management
New York
$53K
JPLA
953
Joseph P. Lucia & Associates
New York
$53K
RE
954
RBC Europe
United Kingdom
$51.5K +$23.1K +280 +81%
BCA
955
Bray Capital Advisors
Florida
$51K
PFSC
956
Peoples Financial Services Corp
Pennsylvania
$51K
LWA
957
Lenox Wealth Advisors
New York
$51K +$18.6K +225 +56%
VFA
958
Valeo Financial Advisors
Indiana
$48K +$15.1K +183 +45%
PA
959
Perennial Advisors
New York
$47K +$47K +569 New
ADL
960
Asset Dedication LLC
California
$46K -$50.2K -608 -52%
CCM
961
Cribstone Capital Management
Maine
$46K +$578 +7 +1%
DWMG
962
DB Wealth Management Group
California
$45K
FBT
963
First Bank & Trust
South Dakota
$39K
TF
964
TimeScale Financial
Massachusetts
$37K +$83 +1 +0.2%
SIAP
965
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K
PO
966
Private Ocean
California
$34K +$83 +1 +0.2%
CFD
967
Creative Financial Designs
Indiana
$32K +$2.31K +28 +8%
KFI
968
Key Financial Inc
Pennsylvania
$30K
SWA
969
SOA Wealth Advisors
New York
$29K -$2.64K -32 -8%
AIG
970
American International Group
New York
$27.1K
RBC
971
Roble Belko & Company
Pennsylvania
$25K
TWM
972
Tradition Wealth Management
Minnesota
$25K
CTB
973
Country Trust Bank
Illinois
$25K +$25.6K +310 New
SIS
974
Sound Income Strategies
Florida
$22K +$19K +230 +605%
CFN
975
Cordasco Financial Network
Florida
$22K

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.