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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
CPFP
1026
Clear Perspectives Financial Planning
Ohio
-$11.3M -135,874 Closed
SWG
1027
Summit Wealth Group
Vermont
-$9.82M -118,477 Closed
Renaissance Technologies
1028
Renaissance Technologies
New York
-$9.11M -109,900 Closed
LWM
1029
Laidlaw Wealth Management
New York
-$3.87M -46,736 Closed
CAM
1030
Columbia Asset Management
Michigan
-$3.1M -37,422 Closed
LS
1031
Liquid Strategies
Georgia
-$3M -36,200 Closed
WCM
1032
Windham Capital Management
Massachusetts
-$2.99M -36,070 Closed
SEI Investments
1033
SEI Investments
Pennsylvania
-$2.21M -26,595 Closed
DP
1034
Denver PWM
Colorado
-$1.27M -15,350 Closed
FAAM
1035
First Ascent Asset Management
Colorado
-$977K -11,781 Closed
RBCM
1036
Raub Brock Capital Management
California
-$663K -8,000 Closed
BO
1037
BRR OpCo
Ohio
-$635K -7,666 Closed
JGUA
1038
John G. Ullman & Associates
New York
-$587K -7,079 Closed
ARMC
1039
American Research & Management Company
Massachusetts
-$584K -7,040 Closed
FPS
1040
Fieldpoint Private Securities
Connecticut
-$563K -6,786 Closed
AFC
1041
Adaptive Financial Consulting
Ohio
-$514K -6,201 Closed
KCPG
1042
Kavar Capital Partners Group
Kansas
-$509K -6,138 Closed
AWM
1043
Apollon Wealth Management
South Carolina
-$499K -6,017 Closed
KWP
1044
Keystone Wealth Partners
Arizona
-$496K -5,987 Closed
RWG
1045
Ratio Wealth Group
Colorado
-$479K -5,782 Closed
ANTB
1046
AMG National Trust Bank
Colorado
-$474K -5,719 Closed
RA
1047
RFG Advisory
Alabama
-$421K -5,091 Closed
SWA
1048
SFMG Wealth Advisors
Texas
-$410K -4,940 Closed
WIM
1049
Weitz Investment Management
Nebraska
-$389K -4,692 Closed
CIA
1050
Cascade Investment Advisors
Oregon
-$373K -4,500 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.