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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 %
AWA
276
Archvest Wealth Advisors
California
$6.69M +$996K +12,927 +17%
NYLIM
277
New York Life Investment Management
New York
$6.68M +$1.49M +19,336 +29%
CANC
278
Culbertson A N & Co
Virginia
$6.67M -$201K -2,615 -3%
RIA
279
Regal Investment Advisors
Michigan
$6.61M -$51.4K -667 -0.8%
PMA
280
Prudent Man Advisors
Illinois
$6.53M -$412K -5,346 -6%
CL
281
Choreo LLC
Illinois
$6.51M +$5.76M +74,832 +774%
ACM
282
Arcataur Capital Management
Wisconsin
$6.5M -$90.5K -1,175 -1%
DAS
283
Dynamic Advisor Solutions
Arizona
$6.48M +$1.37M +17,811 +27%
IWM
284
IHT Wealth Management
Illinois
$6.46M +$530K +6,882 +9%
KCM
285
Kanawha Capital Management
Virginia
$6.44M -$312K -4,051 -5%
MA
286
Marquette Associates
Illinois
$6.42M +$6.42M +11,463 New
KJWM
287
Kiley Juergens Wealth Management
Washington
$6.39M +$188K +2,440 +3%
FG
288
Fiduciary Group
Georgia
$6.18M -$1.27M -16,483 -17%
RLWM
289
RF&L Wealth Management
Massachusetts
$6.16M +$199K +2,580 +3%
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$6.13M -$839K -10,892 -12%
KIM
291
Karpus Investment Management
New York
$6.12M -$53.9K -700 -0.9%
BFG
292
Bleakley Financial Group
New Jersey
$6.09M -$4.78M -62,105 -44%
Macquarie Group
293
Macquarie Group
Australia
$6.09M -$6.97M -90,491 -53%
MWM
294
McNaughton Wealth Management
California
$5.91M +$118K +1,533 +2%
PIMG
295
Patriot Investment Management Group
Tennessee
$5.8M -$882K -11,458 -13%
FAN
296
Financial Advisors Network
California
$5.75M -$449K -5,829 -7%
PP
297
Prosperity Planning
Missouri
$5.72M -$4.89M
CWM
298
Cranbrook Wealth Management
Michigan
$5.69M +$547K +7,096 +11%
FNBT
299
FineMark National Bank & Trust
Florida
$5.68M -$216K -2,802 -4%
RVPG
300
Relative Value Partners Group
$5.68M +$368K +4,782 +7%