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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
Morgan Stanley
1
Morgan Stanley
New York
$2.69B +$253M +3,064,814 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.32B +$200M +2,428,658 +9%
Bank of America
3
Bank of America
North Carolina
$1.37B -$43.4M -526,111 -3%
Wells Fargo
4
Wells Fargo
California
$1.17B +$387M +4,689,405 +49%
PCA
5
Personal Capital Advisors
California
$822M +$96.1M +1,163,815 +13%
LPL Financial
6
LPL Financial
California
$418M +$30.9M +374,503 +8%
AF
7
Allworth Financial
California
$376M +$288M +3,488,031 +322%
MIM
8
MetLife Investment Management
New Jersey
$374M -$17.5M -211,514 -4%
WL
9
WIT LLC
District of Columbia
$366M -$118M -1,427,090 -24%
UBS Group
10
UBS Group
Switzerland
$359M +$41.6M +504,196 +13%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$356M
Osaic Holdings
12
Osaic Holdings
Arizona
$338M +$17.7M +214,371 +6%
TC
13
Toews Corporation
New Jersey
$310M +$311M +3,768,473 New
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$280M +$50.4M +611,008 +22%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$243M +$22.4M +271,793 +10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$235M +$20.9M +253,601 +10%
BCMIO
17
Beacon Capital Management Inc (Ohio)
Ohio
$234M +$118M +1,432,024 +101%
ST
18
Smithfield Trust
Pennsylvania
$226M +$36.6M +443,407 +19%
Ameriprise
19
Ameriprise
Minnesota
$225M +$6.54M +79,248 +3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$221M +$56.5M +683,840 +34%
JP Morgan Chase
21
JP Morgan Chase
New York
$217M +$4.82M +58,354 +2%
MIS
22
Morningstar Investment Services
Illinois
$196M -$3.89M -47,122 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$187M +$27.6M +334,777 +17%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$165M +$14.7M +177,630 +10%
NA
25
NextCapital Advisers
Illinois
$156M +$26.8M +324,966 +21%

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.