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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
CIP
176
Capital Insight Partners
Arizona
$9.86M +$3.25M +39,228 +49%
SWG
177
Summit Wealth Group
Vermont
$9.82M +$2.14M +25,887 +28%
DE
178
Day & Ennis
Georgia
$9.81M -$199K -2,403 -2%
CCG
179
Chatham Capital Group
Georgia
$9.67M -$1.01M -12,240 -9%
HWA
180
Heartwood Wealth Advisors
Virginia
$9.64M +$9.17M +110,709 +1,986%
ACA
181
Ackerman Capital Advisors
Texas
$9.59M -$369K -4,448 -4%
AIA
182
Arbor Investment Advisors
North Carolina
$9.57M +$132K +1,599 +1%
NFG
183
Next Financial Group
Texas
$9.56M +$1.02M +12,260 +12%
ABC
184
Associated Banc-Corp
Wisconsin
$9.5M +$745K +8,992 +9%
CWM
185
Cornerstone Wealth Management
Missouri
$9.43M +$3.22M +38,869 +52%
AP
186
Agilis Partners
Massachusetts
$9.33M
FI
187
FormulaFolio Investments
Michigan
$9.26M +$7.61M +91,819 +462%
RC
188
Roundview Capital
New Jersey
$9.26M +$881K +10,633 +11%
Renaissance Technologies
189
Renaissance Technologies
New York
$9.11M +$4.57M +55,200 +101%
EI
190
Ellevest Inc
New York
$8.76M +$891K +10,748 +11%
RG
191
Rathbones Group
United Kingdom
$8.69M -$27.9K -337 -0.3%
KPWS
192
Kestra Private Wealth Services
Texas
$8.5M +$652K +7,867 +8%
CA
193
Cambridge Associates
Massachusetts
$8.48M +$3.7M +44,640 +78%
CJA
194
C-J Advisory
California
$8.4M +$657K +7,930 +8%
PPW
195
Pasadena Private Wealth
California
$8.37M +$6.46M +77,952 +339%
PG
196
Prostatis Group
Maryland
$8.09M +$8.08M +97,579 New
PAM
197
Peak Asset Management
Colorado
$8.04M -$55.3K -667 -0.7%
ZC
198
Zeit Capital
Colorado
$7.98M +$7.97M +96,213 New
FAIM
199
Financial Advocates Investment Management
Washington
$7.95M +$1.3M +15,702 +20%
BPA
200
Beacon Pointe Advisors
California
$7.95M -$1.41M -17,005 -15%

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.