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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
BEI
1001
Benjamin Edwards Inc
Missouri
$8K
SIC
1002
Salem Investment Counselors
North Carolina
$8K
HR
1003
Howe & Rusling
New York
$8K +$4.87K +59 +179%
LC
1004
Lindbrook Capital
California
$7K
CWP
1005
Concord Wealth Partners
Virginia
$7K +$7.35K +89 New
FCB
1006
First Command Bank
Texas
$6K
FCFS
1007
First Command Financial Services
Texas
$6K
LF
1008
Lee Financial
Texas
$6K
GAM
1009
Grandview Asset Management
Pennsylvania
$6K +$6.11K +74 New
TRCT
1010
Tower Research Capital (TRC)
New York
$5K -$19.8K -240 -79%
TCWM
1011
Total Clarity Wealth Management
Illinois
$5K +$4.71K +57 New
LWA
1012
Lowe Wealth Advisors
Maryland
$5K +$5.2K +63 New
CFO
1013
CVA Family Office
Colorado
$4K
LB
1014
Legacy Bridge
Iowa
$4K
SSW
1015
Smith Shellnut Wilson
Mississippi
$4K
PK
1016
Pflug Koory
Nebraska
$4K +$3.88K +47 New
HI
1017
Hudock Inc
Pennsylvania
$2K -$88.4K -1,071 -97%
WAS
1018
Winch Advisory Services
Wisconsin
$2K
GWS
1019
Glassman Wealth Services
Virginia
$1K
TCM
1020
Tradewinds Capital Management
Washington
$1K +$991 +12 New
MA
1021
MBA Advisors
Pennsylvania
$802 +$806K +9,762 New
MIH
1022
Meitav Investment House
Israel
$395 +$397K +4,807 New
SWM
1023
Sugarloaf Wealth Management
Georgia
$116 -$28.4K -344 -20%
BBHC
1024
Brown Brothers Harriman & Co
New York
$13 +$13.1K +159 New
Cohen & Steers
1025
Cohen & Steers
New York
-$13.3M -160,673 Closed

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.