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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
ECML
176
Eagle Capital Management (Louisiana)
Louisiana
$11M +$11.1M +134,352 New
AWA
177
Alaska Wealth Advisors
Alaska
$10.9M -$573K -6,942 -5%
EI
178
Ellevest Inc
New York
$10.9M +$2.23M +26,955 +26%
DWP
179
Destiny Wealth Partners
Florida
$10.8M -$148K -1,788 -1%
EC
180
Estate Counselors
Wisconsin
$10.7M +$6.51M +78,800 +153%
NA
181
NewEdge Advisors
Louisiana
$10.6M +$594K +7,196 +6%
ACA
182
Ackerman Capital Advisors
Texas
$10.4M +$885K +10,723 +9%
NFG
183
Next Financial Group
Texas
$10.3M +$819K +9,915 +9%
Lido Advisors
184
Lido Advisors
California
$10.2M +$91.1K +1,104 +0.9%
FAIM
185
Financial Advocates Investment Management
Washington
$10.1M +$2.3M +27,900 +29%
PFA
186
Pure Financial Advisors
California
$10M +$7.08M +85,794 +236%
DE
187
Day & Ennis
Georgia
$9.85M +$123K +1,496 +1%
CWM
188
Cornerstone Wealth Management
Missouri
$9.74M +$387K +4,683 +4%
RC
189
Roundview Capital
New Jersey
$9.67M +$491K +5,950 +5%
CT
190
Coastline Trust
Rhode Island
$9.64M -$2.92M -35,317 -23%
SWM
191
Spire Wealth Management
Virginia
$9.63M +$10.3M +124,600 New
BAAM
192
Baker Avenue Asset Management
California
$9.53M -$547K -6,626 -5%
TCWA
193
Ten Capital Wealth Advisors
Washington
$9.38M +$2.23M +27,056 +31%
CCG
194
Chatham Capital Group
Georgia
$9.31M -$278K -3,368 -3%
SB
195
Simmons Bank
Arkansas
$9.04M +$4.3M +52,053 +90%
REMPR
196
Roof Eidam Maycock Peralta (REMP)
California
$8.8M -$18.6M -225,691 -68%
CJA
197
C-J Advisory
California
$8.8M +$477K +5,776 +6%
PP
198
PDS Planning
Ohio
$8.77M +$1.73M +20,996 +24%
MPIA
199
Mountain Pacific Investment Advisers
Idaho
$8.7M +$2.46M +29,788 +39%
KJWM
200
Kiley Juergens Wealth Management
Washington
$8.55M +$4.62M +55,982 +117%

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.