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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 %
OFS
401
OneAscent Financial Services
Alabama
$3.26M +$1.32M +17,075 +68%
AACR
402
ACR Alpine Capital Research
Missouri
$3.21M -$123K -1,594 -4%
SFP
403
Sterling Financial Planning
New Jersey
$3.21M +$446K +5,789 +16%
AWA
404
Aquire Wealth Advisors
Utah
$3.2M +$22.8K +296 +0.7%
Lazard Asset Management
405
Lazard Asset Management
New York
$3.16M -$3.1M
Financial Engines Advisors
406
Financial Engines Advisors
California
$3.15M +$1.9M +24,606 +151%
ACA
407
Anchor Capital Advisors
Massachusetts
$3.13M -$60.8K -790 -2%
JWCA
408
J.W. Cole Advisors
Florida
$3.13M -$262K -3,405 -8%
NWM
409
Northwest Wealth Management
Iowa
$3.13M -$391K -5,081 -11%
PSCM
410
Per Stirling Capital Management
Texas
$3.1M +$14K +182 +0.5%
AOWM
411
Alpha Omega Wealth Management
Virginia
$3.1M +$5.55K +72 +0.2%
NCM
412
New Capital Management
Texas
$3.09M -$1.32M -17,192 -30%
OAM
413
Oppenheimer Asset Management
New York
$3.03M +$153K +1,989 +5%
LSIA
414
LaSalle St. Investment Advisors
Illinois
$3.02M +$3.02M +3,921 New
PHWM
415
Pine Harbor Wealth Management
Maryland
$3.01M +$3.01M +39,038 New
EB
416
Eastern Bank
Massachusetts
$2.99M -$19.3K -250 -0.6%
SCM
417
SOL Capital Management
Maryland
$2.99M +$983K +12,765 +49%
MHR
418
Matthew Hamilton Rosenberg
$2.98M -$177K -2,300 -6%
MFC
419
Morris Financial Concepts
South Carolina
$2.97M +$468K +6,072 +19%
GLR
420
Great Lakes Retirement
Ohio
$2.97M -$813K -10,557 -22%
Wealthfront Advisers
421
Wealthfront Advisers
California
$2.97M +$65.5K +851 +2%
CAM
422
Cresset Asset Management
Illinois
$2.96M -$1.42M -18,464 -32%
SAM
423
Smartleaf Asset Management
Massachusetts
$2.94M +$2.94M +38,036 New
CCA
424
Cadent Capital Advisors
Oklahoma
$2.92M +$6.09K +79 +0.2%
Pathstone Holdings
425
Pathstone Holdings
New Jersey
$2.9M +$2.9M +37,623 New