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Vanguard Short-Term Bond ETF

1,122 hedge funds and large institutions have $26.5B invested in Vanguard Short-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 440 increasing their positions, 461 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
-28
Holders Change %
-2.43%
% of All Funds
16.32%
Holding in Top 10
120
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.83%
% of All Funds
1.75%
New
82
Increased
440
Reduced
461
Closed
98
Calls
$245K
Puts
Net Calls
+$245K
Net Calls Change
-$376K
Name Holding Trade Value Shares
Change
Shares
Change %
Focus Partners Wealth
376
Focus Partners Wealth
Massachusetts
$3.34M +$1.69M +22,046 +103%
O3W
377
Omni 360 Wealth
New Jersey
$3.33M +$419K +5,467 +14%
FGAM
378
Financial Gravity Asset Management
Texas
$3.33M -$2.86M -37,966 -46%
WFA
379
Websterrogers Financial Advisors
South Carolina
$3.29M -$1.16M -15,143 -26%
SPC
380
Sigma Planning Corp
Michigan
$3.29M -$554K -7,229 -14%
CWM
381
Calamos Wealth Management
Illinois
$3.28M -$207K -2,699 -6%
ODA
382
One Degree Advisors
California
$3.28M +$157K +2,043 +5%
EB
383
Eastern Bank
Massachusetts
$3.25M
AWA
384
Aquire Wealth Advisors
Utah
$3.22M +$26K +339 +0.8%
RMF
385
Red Mountain Financial
Colorado
$3.22M +$3.22M +41,991 New
CSPAM
386
Cary Street Partners Asset Management
Virginia
$3.21M +$631K +8,225 +24%
Pathstone Holdings
387
Pathstone Holdings
New Jersey
$3.21M +$292K +3,804 +10%
SFP
388
Sterling Financial Planning
New Jersey
$3.18M -$130K -1,701 -4%
Lazard Asset Management
389
Lazard Asset Management
New York
$3.17M -$3.14M
Deutsche Bank
390
Deutsche Bank
Germany
$3.16M -$438K -5,713 -12%
PWP
391
Perfromance Wealth Partners
Illinois
$3.12M +$1.06M +13,848 +52%
SIMG
392
Sonora Investment Management Group
Arizona
$3.1M
AOWM
393
Alpha Omega Wealth Management
Virginia
$3.07M +$14.2K +185 +0.5%
ACA
394
Anchor Capital Advisors
Massachusetts
$3.07M -$39.9K -520 -1%
FTS
395
Fifth Third Securities
Ohio
$3.05M -$124K -1,616 -4%
SP
396
Successful Portfolios
Florida
$3.05M +$549K +7,154 +22%
SIA
397
Sage Investment Advisers
New York
$3.04M +$471K +6,145 +18%
TC
398
TownSquare Capital
Utah
$3.01M -$431K -5,617 -13%
FWP
399
Family Wealth Partners
North Carolina
$2.98M +$18.1K +236 +0.6%
WF
400
Welch & Forbes
Massachusetts
$2.95M -$401K -5,232 -12%