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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
ACA
126
Anchor Capital Advisors
Massachusetts
$17.6M +$379K +4,589 +2%
WWM
127
Windsor Wealth Management
Indiana
$17.4M +$5.69M +68,954 +48%
Vanguard Group
128
Vanguard Group
Pennsylvania
$17.3M -$18.7M -226,937 -52%
KL
129
KWMG LLC
Kansas
$17M -$9.22M -111,718 -35%
AIM
130
Astor Investment Management
Illinois
$16.9M -$871K -10,545 -5%
SC
131
Savant Capital
Illinois
$16.8M +$5.09M +61,633 +43%
DWM
132
Doyle Wealth Management
Florida
$16.6M +$1.66M +20,094 +11%
TC
133
Telemus Capital
Michigan
$16.5M -$361K -4,379 -2%
AIC
134
Ameritas Investment Company
Nebraska
$16.2M +$15.3M +185,584 +1,645%
NAS
135
Nicolet Advisory Services
Wisconsin
$16.1M +$94.9K +1,150 +0.6%
CS
136
Comerica Securities
Michigan
$16M +$802K +9,710 +5%
Betterment LLC
137
Betterment LLC
New York
$15.7M +$2.26M +27,423 +17%
TF
138
TIAA FSB
Florida
$15.6M -$3.25M -39,314 -17%
CA
139
CGN Advisors
Kansas
$15.6M +$1.68M +20,395 +12%
NOI
140
Newton One Investments
Delaware
$15.2M +$483K +5,856 +3%
FHB
141
First Hawaiian Bank
Hawaii
$14.8M -$411K -4,977 -3%
AC
142
Apella Capital
Connecticut
$14.8M +$2.84M +34,394 +24%
TNB
143
Thomasville National Bank
Georgia
$14.8M -$3.26M -39,472 -18%
MG
144
MilWealth Group
Wisconsin
$14.5M +$1.81M +21,880 +14%
TH
145
TCTC Holdings
Texas
$14.4M -$1.39M -16,850 -9%
APW
146
Austin Private Wealth
Texas
$14.3M +$975K +11,813 +7%
SAS
147
SMI Advisory Services
Indiana
$14.2M +$14.3M +172,981 New
SWA
148
Safir Wealth Advisors
New Hampshire
$14M +$388K +4,700 +3%
Mackenzie Financial
149
Mackenzie Financial
Ontario, Canada
$14M +$14.1M +170,400 New
BHWM
150
Bay Harbor Wealth Management
Maryland
$13.9M +$1.27M +15,360 +10%

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.