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Vanguard Short-Term Bond ETF

405 hedge funds and large institutions have $8.34B invested in Vanguard Short-Term Bond ETF in 2014 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 148 increasing their positions, 129 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 21

16% more funds holding in top 10

Funds holding in top 10: 4957 (+8)

15% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 129

12% more funds holding

Funds holding: 362405 (+43)

3% less capital invested

Capital invested by funds: $8.57B → $8.34B (-$228M)

2.73% less ownership

Funds ownership: 60.46%57.74% (-2.7%)

Holders
405
Holders Change
+43
Holders Change %
+11.88%
% of All Funds
10.8%
Holding in Top 10
57
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.33%
% of All Funds
1.52%
New
72
Increased
148
Reduced
129
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
401
Mark Sheptoff Financial Planning
Connecticut
$7K
TSW
402
Thompson Siegel & Walmsley
Virginia
$5K
PWM
403
ParenteBeard Wealth Management
Pennsylvania
$4.54K +$29.1K +363 New
GI
404
Gradient Investments
Minnesota
$3K -$57.5K -717 -96%
KCM
405
Karp Capital Management
California
$3K +$2.97K +37 New
BWA
406
Burt Wealth Advisors
Maryland
$1K +$1.44K +18 New
BRWA
407
B. Riley Wealth Advisors
Florida
$721 +$121K +1,502 +20%
AA
408
ALPS Advisors
Colorado
-$79M -987,049 Closed
DWA
409
Dorsey Wright & Associates
California
-$35.7M -445,884 Closed
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
-$2.48M -30,979 Closed
IAS
411
INR Advisory Services
Pennsylvania
-$1.76M -21,964 Closed
NES
412
New England Securities
New York
-$557K -6,959 Closed
JG
413
Jefferies Group
New York
-$474K -5,925 Closed
EWM
414
Evercore Wealth Management
New York
-$437K -5,461 Closed
KWMG
415
King Wealth Management Group
Florida
-$435K -5,445 Closed
AW
416
ACG Wealth
Georgia
-$410K -5,125 Closed
CCG
417
Cypress Capital Group
Florida
-$217K -2,712 Closed
BCM
418
Brookmont Capital Management
Texas
-$217K -2,708 Closed
LYV
419
Live Your Vision
Pennsylvania
-$211K -2,620 Closed
Vanguard Group
420
Vanguard Group
Pennsylvania
-$203K -2,533 Closed
IAA
421
Ironsides Asset Advisors
North Carolina
-$203K -2,530 Closed
SAM
422
Summit Asset Management
Tennessee
-$201K -2,505 Closed
CICI
423
Capital Investment Counsel Inc
North Carolina
-$200K -2,500 Closed
CA
424
CapWealth Advisors
Tennessee
-$16K -200 Closed
JFA
425
JNBA Financial Advisors
Minnesota
-$14K -177 Closed