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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
PA
201
Parallel Advisors
California
$7.93M -$617K -7,451 -7%
CWC
202
Carolinas Wealth Consulting
North Carolina
$7.83M +$1.7M +20,479 +28%
MAS
203
Managed Account Services
Florida
$7.75M -$6.21K -75 -0.1%
CPWM
204
Cardinal Point Wealth Management
California
$7.61M +$7.61M +91,834 New
CAN
205
Cetera Advisor Networks
California
$7.48M +$427K +5,148 +6%
KC
206
Kingfisher Capital
North Carolina
$7.42M +$354K +4,273 +5%
ODIJL
207
One Day In July LLC
Vermont
$7.33M +$5.04M +60,877 +221%
DJSG
208
D.J. St. Germain
Massachusetts
$7.27M
LIG
209
Lokken Investment Group
Delaware
$7.23M +$7.23M +87,233 New
TCWA
210
Ten Capital Wealth Advisors
Washington
$7.21M +$4.92M +59,377 +215%
Man Group
211
Man Group
United Kingdom
$7.13M -$11.6M -140,161 -62%
PP
212
PDS Planning
Ohio
$7.11M +$1.61M +19,402 +29%
SW
213
StrongBox Wealth
Missouri
$7.09M +$1.11M +13,400 +19%
AAP
214
Arax Advisory Partners
Colorado
$7.04M +$1.51M +18,238 +27%
FPIS
215
Financial Planning & Information Services
Wisconsin
$6.99M +$1.13M +13,644 +19%
AIM
216
Allen Investment Management
New York
$6.99M +$133K +1,600 +2%
LIM
217
Leavell Investment Management
Alabama
$6.94M -$40M -482,229 -85%
VCM
218
Verde Capital Management
Michigan
$6.93M +$471K +5,682 +7%
AC
219
Alexandria Capital
Virginia
$6.9M -$1.14M -13,751 -14%
PMA
220
Prudent Man Advisors
Illinois
$6.87M +$4.07M +49,170 +146%
MAFM
221
Mid Atlantic Financial Management
Pennsylvania
$6.8M +$1.91M +23,012 +39%
APC
222
Aspire Private Capital
North Carolina
$6.65M +$494K +5,963 +8%
OC
223
Oppenheimer & Co
New York
$6.6M +$2.55M +30,783 +63%
WT
224
Whittier Trust
California
$6.55M -$44.7K -539 -0.7%
SWM
225
SigFig Wealth Management
California
$6.52M +$2.89M +34,846 +80%

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.