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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
GLLW
76
Graves Light Lenhart Wealth
Virginia
$29.6M +$1.87M +22,570 +7%
Citigroup
77
Citigroup
New York
$29.4M +$2.12M +25,631 +8%
COCM
78
Charter Oak Capital Management
New Hampshire
$28.4M +$28.4M +342,226 New
CW
79
CreativeOne Wealth
Kansas
$28.1M +$8.46M +102,134 +43%
OCG
80
Opus Capital Group
Ohio
$27.9M +$2.86M +34,534 +11%
HPWM
81
Highland Private Wealth Management
Washington
$27.8M +$4.72M +56,956 +20%
REMPR
82
Roof Eidam Maycock Peralta (REMP)
California
$27.6M +$743K +8,965 +3%
BFG
83
Bouchey Financial Group
New York
$27M +$1.14M +13,730 +4%
SS
84
Simplicity Solutions
Minnesota
$26.7M +$2.03M +24,441 +8%
KL
85
KWMG LLC
Kansas
$26.4M -$628K -7,578 -2%
BC
86
Burney Company
Virginia
$25.3M +$8.65M +104,393 +52%
CIA
87
Capital Investment Advisors
Georgia
$24.5M -$585K -7,055 -2%
William Blair & Company
88
William Blair & Company
Illinois
$23.9M +$17.1M +206,379 +250%
JC
89
Jentner Corp
Ohio
$23.9M +$1.05M +12,649 +5%
IWA
90
Inspirion Wealth Advisors
Illinois
$23.3M +$21.1M +255,247 +1,009%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$23.2M +$10.9M +131,759 +89%
BC
92
Bartlett & Co
Ohio
$23.2M +$10.9M +131,759 +89%
SP
93
Symmetry Partners
Connecticut
$22.8M +$3.85M +46,445 +20%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$22.6M +$18M +217,191 +391%
BFA
95
Bluestem Financial Advisors
Illinois
$22.4M +$1.43M +17,267 +7%
KPCM
96
Kings Point Capital Management
New York
$22.3M +$12.6M +152,398 +130%
PWLP
97
Prio Wealth Limited Partnership
Massachusetts
$22.2M +$4.79M +57,769 +28%
CFB
98
Cullen/Frost Bankers
Texas
$22M +$233K +2,814 +1%
A
99
AdvicePeriod
California
$21.4M -$1.71M -20,627 -7%
KAS
100
Kestra Advisory Services
Texas
$21.4M +$6.72M +81,152 +46%

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.