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Vanguard Short-Term Bond ETF

1,123 hedge funds and large institutions have $26.6B invested in Vanguard Short-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 372 increasing their positions, 522 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-13
Holders Change %
-1.14%
% of All Funds
17.9%
Holding in Top 10
130
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.52%
% of All Funds
2.07%
New
95
Increased
372
Reduced
522
Closed
91
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
-$190K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
326
Spire Wealth Management
Virginia
$4.52M -$27.2K -362 -0.6%
HNB
327
Huntington National Bank
Ohio
$4.5M -$6.29M
UA
328
Unison Advisors
District of Columbia
$4.48M -$71.3K -948 -2%
NGA
329
Naples Global Advisors
Florida
$4.44M -$1.2M -15,984 -21%
NCM
330
New Capital Management
Texas
$4.3M +$4.3M +57,264 New
OPWM
331
Oakwell Private Wealth Management
Texas
$4.3M -$280K -3,726 -6%
CAM
332
Cresset Asset Management
Illinois
$4.27M -$271K -3,601 -6%
GAM
333
Gotham Asset Management
New York
$4.24M +$335K +4,460 +9%
GSWM
334
Greenup Street Wealth Management
Michigan
$4.24M -$517K -6,876 -11%
CAG
335
Crestwood Advisors Group
Massachusetts
$4.23M -$436K -5,796 -9%
AG
336
Ascent Group
Virginia
$4.16M -$143K -1,905 -3%
SPC
337
Sigma Planning Corp
Michigan
$4.12M +$30.9K +411 +0.8%
SC
338
Slow Capital
California
$4.08M -$138K -1,837 -3%
BIA
339
BHK Investment Advisors
Alabama
$4.07M +$64.6K +860 +2%
CCM
340
Colorado Capital Management
Colorado
$4.06M +$94.9K +1,262 +2%
HTC
341
Haverford Trust Company
Pennsylvania
$3.99M -$18.8K -250 -0.5%
CMBA
342
C.M. Bidwell & Associates
Hawaii
$3.95M +$1.36M +18,071 +52%
BFPW
343
BOK Financial Private Wealth
Colorado
$3.95M +$65K +865 +2%
CWM
344
Calamos Wealth Management
Illinois
$3.93M -$32.8K -436 -0.8%
FFA
345
Farther Finance Advisors
California
$3.92M +$1.51M +20,025 +62%
MFS
346
Madrona Financial Services
Washington
$3.9M +$2.93M +39,041 +304%
MWM
347
Meridian Wealth Management
Kentucky
$3.9M -$427K -5,674 -10%
IA
348
IFP Advisors
Florida
$3.89M +$15.8K +210 +0.4%
AWMNH
349
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.89M +$392K +5,216 +11%
NAM
350
NorthCrest Asset Manangement
Minnesota
$3.86M -$48.5K -645 -1%