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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
CCM
151
Crabel Capital Management
California
$12.7M +$11.4M +137,301 +896%
M&T Bank
152
M&T Bank
New York
$12.7M -$937K -11,312 -7%
CT
153
Coastline Trust
Rhode Island
$12.7M -$72.5K -875 -0.6%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$12.4M +$2.6M +31,342 +26%
WFPG
155
Waller Financial Planning Group
Ohio
$12.3M +$4.9M +59,094 +66%
AC
156
Apella Capital
Connecticut
$12.1M +$4.1M +49,429 +51%
AA
157
Ancora Advisors
Ohio
$12M +$334K +4,037 +3%
TC
158
Trilogy Capital
California
$12M -$223K -2,689 -2%
VFA
159
Voya Financial Advisors
Connecticut
$12M -$636K -7,672 -5%
CFGS
160
Concourse Financial Group Securities
Alabama
$11.9M +$795K +9,595 +7%
WWM
161
Windsor Wealth Management
Indiana
$11.9M +$1.51M +18,200 +15%
SC
162
Savant Capital
Illinois
$11.9M +$4.63M +55,942 +64%
AWA
163
Alaska Wealth Advisors
Alaska
$11.6M +$11.6M +139,614 New
MG
164
McCutchen Group
Washington
$11.4M -$210K -2,537 -2%
CPFP
165
Clear Perspectives Financial Planning
Ohio
$11.3M +$11.3M +135,874 New
BCM
166
Brookstone Capital Management
Illinois
$11.2M +$2.57M +31,033 +30%
DWP
167
Destiny Wealth Partners
Florida
$11.1M +$11.1M +133,431 New
KCM
168
Kanawha Capital Management
Virginia
$11M +$1.43M +17,290 +15%
LIA
169
LS Investment Advisors
Michigan
$10.6M +$83.3K +1,006 +0.8%
SC
170
SouthState Corp
Florida
$10.2M +$279K +3,362 +3%
Lido Advisors
171
Lido Advisors
California
$10.2M +$10.2M +123,489 New
BAAM
172
Baker Avenue Asset Management
California
$10.2M -$208K -2,505 -2%
NA
173
NewEdge Advisors
Louisiana
$10.1M -$895K -10,805 -8%
NL
174
NWAM LLC
Washington
$9.96M +$1.09M +13,117 +12%
EG
175
Enstar Group
Bermuda
$9.95M

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.