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Vanguard Short-Term Bond ETF

1,198 hedge funds and large institutions have $29B invested in Vanguard Short-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 400 increasing their positions, 515 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+75
Holders Change %
+6.68%
% of All Funds
17.56%
Holding in Top 10
139
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.92%
% of All Funds
2.04%
New
176
Increased
400
Reduced
515
Closed
82
Calls
$709K
Puts
Net Calls
+$709K
Net Calls Change
+$393K
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
226
Delap Wealth Advisory
Oregon
$9.11M +$4.22M +54,738 +86%
PFM
227
Phillips Financial Management
Indiana
$9.1M -$50.1K -650 -0.5%
BSA
228
Bull Street Advisors
Georgia
$8.99M -$37.4K -485 -0.4%
APC
229
Aspire Private Capital
North Carolina
$8.9M +$495K +6,422 +6%
FHC
230
First Heartland Consultants
Missouri
$8.88M -$266K -3,458 -3%
WFL
231
Wealth Forward LLC
North Dakota
$8.86M +$8.86M +115,059 New
PFBT
232
Parkside Financial Bank & Trust
Missouri
$8.81M +$917K +11,908 +12%
WA
233
WBH Advisory
Maryland
$8.76M -$324K -4,202 -4%
CTWM
234
Cherry Tree Wealth Management
Minnesota
$8.75M -$15.1K -196 -0.2%
PCA
235
Prosperity Capital Advisors
Ohio
$8.68M +$1.57M +20,330 +22%
DCM
236
Disciplina Capital Management
Tennessee
$8.55M +$880K +11,423 +11%
SFG
237
Sovereign Financial Group
Connecticut
$8.49M +$778K +10,106 +10%
Natixis Advisors
238
Natixis Advisors
Massachusetts
$8.48M -$179K -2,325 -2%
WANY
239
Wealthspire Advisors (New York)
New York
$8.48M -$198K -2,565 -2%
SC
240
SouthState Corp
Florida
$8.37M -$1.03M -13,419 -11%
CA
241
CGN Advisors
Kansas
$8.33M +$338K +4,394 +4%
ZC
242
Zeit Capital
Colorado
$8.32M -$519K -6,740 -6%
LL
243
LWMG LLC
Minnesota
$8.24M +$697K +9,047 +9%
HFRG
244
Houlihan Financial Resource Group
Virginia
$8.23M -$73.9K -959 -0.9%
CFGS
245
Concourse Financial Group Securities
Alabama
$8.13M -$80.9K -1,051 -1%
AAP
246
Arax Advisory Partners
Colorado
$8.09M -$162K -2,098 -2%
VF
247
Vawter Financial
Ohio
$8.09M +$1.62M +21,066 +25%
HWM
248
HFG Wealth Management
Texas
$8.06M +$8.06M +104,670 New
Bessemer Group
249
Bessemer Group
New Jersey
$8.06M +$13.7K +178 +0.2%
QCG
250
Quadrant Capital Group
Ohio
$7.97M -$2.2M -28,566 -22%