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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 %
DC
251
Darrow Company
Massachusetts
$7.95M -$2.74M -35,557 -26%
CA
252
Cambridge Associates
Massachusetts
$7.95M +$1.28M +16,657 +19%
JFA
253
JNBA Financial Advisors
Minnesota
$7.89M -$4.09M -53,130 -34%
BFO
254
Boston Family Office
Massachusetts
$7.87M -$935K -12,143 -11%
CA
255
Cetera Advisors
Colorado
$7.82M -$5.9M -76,563 -43%
SFP
256
Shepherd Financial Partners
Massachusetts
$7.68M -$301K -3,906 -4%
OC
257
Oppenheimer & Co
New York
$7.67M +$271K +3,518 +4%
FW
258
Fidato Wealth
Ohio
$7.63M +$7.63M +99,074 New
EC
259
Eaton-Cambridge
Arizona
$7.6M +$7.6M +98,661 New
AIM
260
Acropolis Investment Management
Missouri
$7.33M -$87K -1,130 -1%
NW
261
NewEdge Wealth
Pennsylvania
$7.31M +$7.31M +94,903 New
ACS
262
Archford Capital Strategies
Illinois
$7.28M -$179K -2,318 -2%
SCA
263
Sandy Cove Advisors
Massachusetts
$7.27M +$688K +8,939 +10%
SS
264
Simplicity Solutions
Minnesota
$7.21M -$4.74M -61,587 -40%
PS
265
Principal Securities
Iowa
$7.2M +$7.2M +93,427 New
CA
266
Continuum Advisory
Idaho
$7.16M -$252K -3,266 -3%
SWM
267
Soundmark Wealth Management
Washington
$7.15M +$166K +2,152 +2%
EA
268
Echo45 Advisors
California
$7.1M -$1.26M -16,408 -15%
MA
269
Mutual Advisors
Nebraska
$7.09M -$549K -7,127 -7%
EWM
270
Evergreen Wealth Management
Michigan
$6.87M -$4.17M -54,121 -38%
WCM
271
Washington Capital Management
Washington
$6.83M +$1.16K +15 +0%
CIA
272
Capital Investment Advisors
Georgia
$6.78M -$618K -8,030 -8%
HIA
273
HTG Investment Advisors
Connecticut
$6.77M +$1.44M +18,731 +27%
DJSG
274
D.J. St. Germain
Massachusetts
$6.74M
IA
275
IFG Advisors
Missouri
$6.7M +$153K +1,990 +2%