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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
SRC
151
Shufro Rose & Co
New York
$13.7M -$471K -5,710 -3%
WFPG
152
Waller Financial Planning Group
Ohio
$13.7M +$1.49M +18,001 +12%
AA
153
Ancora Advisors
Ohio
$13.1M +$1.22M +14,830 +10%
BCM
154
Brookstone Capital Management
Illinois
$13.1M +$2M +24,225 +18%
CFGS
155
Concourse Financial Group Securities
Alabama
$13M +$1.23M +14,894 +10%
Deutsche Bank
156
Deutsche Bank
Germany
$12.8M -$1.47M -17,839 -10%
CAM
157
Cresset Asset Management
Illinois
$12.8M -$1.31M -15,881 -9%
NL
158
NWAM LLC
Washington
$12.8M +$2.93M +35,517 +30%
AW
159
Avion Wealth
Texas
$12.6M -$2.57M -31,146 -17%
LIA
160
LS Investment Advisors
Michigan
$12.3M +$1.78M +21,585 +17%
TC
161
Trilogy Capital
California
$12.1M +$182K +2,199 +2%
BRWA
162
B. Riley Wealth Advisors
Florida
$12.1M -$2.31M -28,040 -16%
5L
163
55I LLC
Massachusetts
$12.1M +$11.7M +141,293 +2,607%
CWC
164
Carolinas Wealth Consulting
North Carolina
$12M +$4.27M +51,681 +55%
NEPWA
165
New England Private Wealth Advisors
Massachusetts
$11.9M +$8.59M +104,100 +256%
BFP
166
Briaud Financial Planning
Texas
$11.9M +$4.08M +49,472 +52%
OMC
167
Old Mission Capital
Illinois
$11.9M +$11.9M +144,298 New
KCM
168
Kanawha Capital Management
Virginia
$11.8M +$918K +11,125 +8%
KIM
169
Karpus Investment Management
New York
$11.7M +$7.51M +90,960 +177%
ODIJL
170
One Day In July LLC
Vermont
$11.5M +$4.24M +51,413 +58%
MG
171
McCutchen Group
Washington
$11.5M +$198K +2,404 +2%
VFA
172
Voya Financial Advisors
Connecticut
$11.3M -$619K -7,502 -5%
SC
173
SouthState Corp
Florida
$11.2M +$1.06M +12,864 +10%
Verition Fund Management
174
Verition Fund Management
Connecticut
$11.2M -$34.2M -413,686 -75%
M&T Bank
175
M&T Bank
New York
$11.2M -$1.38M -16,679 -11%

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.