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Vanguard Short-Term Bond ETF

1,136 hedge funds and large institutions have $30.3B invested in Vanguard Short-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 420 increasing their positions, 488 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
17.92%
Holding in Top 10
132
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-13.73%
% of All Funds
2.08%
New
92
Increased
420
Reduced
488
Closed
78
Calls
$725K
Puts
$219K
Net Calls
+$506K
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Shares
Change %
FNBT
301
FineMark National Bank & Trust
Florida
$5.61M +$134K +1,776 +2%
IWM
302
IHT Wealth Management
Illinois
$5.55M +$388K +5,129 +8%
EP
303
Essential Planning
New Hampshire
$5.53M +$68.4K +905 +1%
PFG
304
PAX Financial Group
Texas
$5.53M -$219K -2,903 -4%
ACM
305
AlphaStar Capital Management
North Carolina
$5.53M -$5.07M -67,045 -48%
AWA
306
Archvest Wealth Advisors
California
$5.33M +$228K +3,013 +4%
GWP
307
Gateway Wealth Partners
Wisconsin
$5.18M +$204K +2,700 +4%
WF
308
Welch & Forbes
Massachusetts
$5.15M -$695K -9,191 -12%
PFA
309
Pure Financial Advisors
California
$5.15M -$47.8K -633 -0.9%
PCA
310
Prosperity Capital Advisors
Ohio
$5.13M +$229K +3,035 +5%
DAS
311
Dynamic Advisor Solutions
Arizona
$5.1M -$626K -8,278 -11%
DWA
312
Delap Wealth Advisory
Oregon
$5.06M -$359K -4,750 -7%
HIA
313
HTG Investment Advisors
Connecticut
$4.99M +$290K +3,840 +6%
NYLIM
314
New York Life Investment Management
New York
$4.91M +$4.91M +64,973 New
PP
315
Prosperity Planning
Missouri
$4.9M -$4.64M
ACA
316
Ackerman Capital Advisors
Texas
$4.85M -$265K -3,510 -5%
FHB
317
First Hawaiian Bank
Hawaii
$4.84M -$76 -1 -0%
GSWM
318
Greenup Street Wealth Management
Michigan
$4.78M -$1.84M -24,312 -28%
CPRC
319
Consolidated Portfolio Review Corp
New York
$4.78M -$3.07M -40,618 -39%
CWM
320
Cranbrook Wealth Management
Michigan
$4.77M +$77.6K +1,027 +2%
Brown Advisory
321
Brown Advisory
Maryland
$4.72M +$24.6K +325 +0.5%
BOH
322
Bank of Hawaii
Hawaii
$4.72M -$217K -2,873 -4%
CAG
323
Crestwood Advisors Group
Massachusetts
$4.69M -$1.61M -21,341 -26%
AW
324
Avion Wealth
Texas
$4.69M -$866K -11,456 -16%
PA
325
PFG Advisors
Arizona
$4.67M +$46K +609 +1%