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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
VWM
1026
Vigilare Wealth Management
Arizona
-$230K -2,770 Closed
BOS
1027
Bingham Osborn & Scarborough
California
-$222K -2,677 Closed
FBB
1028
Fulton Breakefield Broenniman
Maryland
-$216K -2,601 Closed
EFSCE
1029
Enterprise Financial Services Corp (EFSC)
Missouri
-$208K -2,500 Closed
GSWM
1030
Golden State Wealth Management
California
-$199K -2,397 Closed
SXL
1031
Summit X LLC
Missouri
-$249 -2,271 Closed
LWCFA
1032
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$138K -1,660 Closed
BC
1033
Belmont Capital
California
-$93K -1,118 Closed
PFWA
1034
Paces Ferry Wealth Advisors
Georgia
-$83K -996 Closed
NNP
1035
Nachman Norwood & Parrott
South Carolina
-$56K -678 Closed
1832 Asset Management
1036
1832 Asset Management
Ontario, Canada
-$52K -620 Closed
HCA
1037
Horan Capital Advisors
Ohio
-$24K -294 Closed
WCG
1038
Weaver Consulting Group
California
-$16K -186 Closed
LTI
1039
Laffer Tengler Investments
Tennessee
-$8.3K -100 Closed
NPP
1040
New Potomac Partners
Maryland
-$8K -100 Closed
ETI
1041
Enterprise Trust & Investment
California
-$3K -38 Closed
AWM
1042
Adams Wealth Management
Utah
-$2K -26 Closed
CHAM
1043
Clear Harbor Asset Management
Connecticut
-$415 -5 Closed
GA
1044
GoalVest Advisory
New York
+$414 +5 New

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.