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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
EB
1051
Eastern Bank
Massachusetts
-$372K -4,479 Closed
BHWA
1052
Beacon Harbor Wealth Advisors
Virginia
-$359K -4,333 Closed
CCFM
1053
Clear Creek Financial Management
Washington
-$358K -4,322 Closed
CFG
1054
Cooper Financial Group
California
-$355K -4,282 Closed
WFA
1055
Wellspring Financial Advisors
Ohio
-$354K -4,277 Closed
JSA
1056
Jacobson & Schmitt Advisors
Wisconsin
-$354K -4,275 Closed
LSA
1057
Lion Street Advisors
Texas
-$353K -4,257 Closed
AllianceBernstein
1058
AllianceBernstein
Tennessee
-$332K -4,000 Closed
ECG
1059
Edge Capital Group
Georgia
-$325K -3,915 Closed
BA
1060
BCM Advisors
Louisiana
-$297K -3,579 Closed
SG Americas Securities
1061
SG Americas Securities
New York
-$293K -3,532 Closed
BFA
1062
Brown Financial Advisory
Alabama
-$277K -3,336 Closed
FMC
1063
First Merchants Corp
Indiana
-$262K -3,165 Closed
LPT
1064
Legacy Private Trust
Wisconsin
-$257K -3,105 Closed
CPO
1065
Cerity Partners OCIO
New York
-$254K -3,066 Closed
Kovitz Investment Group Partners
1066
Kovitz Investment Group Partners
Illinois
-$251K -3,024 Closed
HPC
1067
Hobart Private Capital
North Carolina
-$248K -2,997 Closed
TWP
1068
TFO Wealth Partners
Ohio
-$245K -2,960 Closed
HH
1069
Hilltop Holdings
Texas
-$225K -2,708 Closed
VWM
1070
Venturi Wealth Management
Texas
-$222K -2,679 Closed
PPA
1071
Parametric Portfolio Associates
Washington
-$209K -2,525 Closed
EAMA
1072
EFG Asset Management (Americas)
Florida
-$208K -2,508 Closed
AW
1073
ACG Wealth
Georgia
-$201K -2,420 Closed
KC
1074
Kinloch Capital
Virginia
-$198K -2,383 Closed
CTFG
1075
Capstone Triton Financial Group
Oklahoma
-$173K -2,086 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.