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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
BFO
101
Boston Family Office
Massachusetts
$21M +$21M +253,733 New
GGS
102
Galvin Gaustad & Stein
Arizona
$21M +$21M +253,315 New
SFS
103
Sowell Financial Services
Arkansas
$20.9M +$5.98M +72,193 +40%
HL
104
HeadInvest LLC
Maine
$20.8M +$20.8M +250,936 New
FHC
105
Fort Henry Capital
West Virginia
$20.6M +$20.6M +248,572 New
BWA
106
BDO Wealth Advisors
Florida
$20.4M +$3.45M +41,697 +20%
OPS
107
Orion Portfolio Solutions
Nebraska
$20.1M +$837K +10,106 +4%
BSW
108
Buckingham Strategic Wealth
Missouri
$19.9M +$3.93M +47,475 +25%
MW
109
Marks Wealth
Maryland
$19.5M +$19.5M +235,289 New
TF
110
TIAA FSB
Florida
$19M +$346K +4,172 +2%
HP
111
HT Partners
Connecticut
$18.9M +$1.3M +15,678 +7%
AA
112
ALPS Advisors
Colorado
$18.8M -$321K -3,870 -2%
Prudential Financial
113
Prudential Financial
New Jersey
$18.8M +$3.14M +37,841 +20%
CFA
114
Cahill Financial Advisors
Minnesota
$18.5M +$1.23M +14,816 +7%
GAM
115
Gemmer Asset Management
California
$18.3M +$5.98M +72,157 +49%
TNB
116
Thomasville National Bank
Georgia
$18.2M +$1.42M +17,133 +8%
BIG
117
Boothe Investment Group
Delaware
$18.2M +$455K +5,495 +3%
AI
118
Atria Investments
North Carolina
$18.1M +$4.34M +52,436 +32%
AIM
119
Astor Investment Management
Illinois
$18M -$1.44M -17,336 -7%
LFS
120
Lutz Financial Services
Nebraska
$17.8M +$820K +9,892 +5%
PAG
121
Private Advisor Group
New Jersey
$17.4M +$3.89M +46,917 +29%
ACA
122
Anchor Capital Advisors
Massachusetts
$17.4M -$406K -4,900 -2%
CB
123
Commerce Bank
Missouri
$17.2M +$1.75M +21,105 +11%
TC
124
Telemus Capital
Michigan
$17.1M -$1.94M -23,379 -10%
BUB
125
BBVA USA Bancshares
Texas
$17.1M -$5.74M -69,249 -25%

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.