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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
HPWM
76
Highland Private Wealth Management
Washington
$32.3M +$4.83M +58,557 +17%
Citigroup
77
Citigroup
New York
$32.3M +$3.11M +37,677 +11%
EHC
78
Everett Harris & Co
California
$32.2M +$154K +1,871 +0.5%
WPWM
79
Windward Private Wealth Management
Kansas
$30.9M -$442K -5,355 -1%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$30.8M -$1.28M -15,539 -4%
BC
81
Bartlett & Co
Ohio
$30.8M +$7.78M +94,272 +34%
BCWM
82
Bartlett & Co Wealth Management
Ohio
$30.8M +$7.78M +94,272 +34%
GLLW
83
Graves Light Lenhart Wealth
Virginia
$30.3M +$927K +11,231 +3%
BSW
84
Buckingham Strategic Wealth
Missouri
$29.8M +$10.2M +123,216 +51%
CW
85
CreativeOne Wealth
Kansas
$29.3M +$1.49M +18,102 +5%
KAS
86
Kestra Advisory Services
Texas
$28.7M +$7.55M +91,398 +35%
William Blair & Company
87
William Blair & Company
Illinois
$27.8M +$4.08M +49,423 +17%
BFG
88
Bouchey Financial Group
New York
$27.3M +$552K +6,682 +2%
BWA
89
BDO Wealth Advisors
Florida
$27.3M +$7.1M +86,017 +35%
AF
90
Affiance Financial
Minnesota
$26.7M +$13.2M +159,656 +96%
TPCW
91
TD Private Client Wealth
New York
$26.1M +$9.22M +111,691 +54%
GAM
92
Gemmer Asset Management
California
$25.6M +$7.52M +91,110 +41%
SP
93
Symmetry Partners
Connecticut
$25.5M +$2.95M +35,783 +13%
CT
94
Cambridge Trust
Massachusetts
$25.1M +$25.2M +305,067 New
KPCM
95
Kings Point Capital Management
New York
$24.6M +$2.48M +30,028 +11%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$24.4M +$1.97M +23,862 +9%
BFO
97
Boston Family Office
Massachusetts
$23.7M +$3.8M +46,036 +18%
BFA
98
Bluestem Financial Advisors
Illinois
$23.2M +$969K +11,737 +4%
PWLP
99
Prio Wealth Limited Partnership
Massachusetts
$23.1M +$1.15M +13,932 +5%
CFB
100
Cullen/Frost Bankers
Texas
$23.1M +$1.23M +14,860 +6%

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.