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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 %
FAM
451
Frontier Asset Management
Wyoming
$2.31M +$587K +7,808 +34%
MSFS
452
Main Street Financial Solutions
Pennsylvania
$2.3M -$78.5K -1,044 -3%
CIA
453
Compass Ion Advisors
Pennsylvania
$2.29M +$2.29M +30,529 New
PL
454
Plancorp LLC
Missouri
$2.29M +$119K +1,581 +5%
FLI
455
Family Legacy Inc
South Carolina
$2.28M +$3.23K +43 +0.1%
BF
456
BOK Financial
Oklahoma
$2.26M -$336K -4,477 -13%
KAH
457
Kathryn A. Hall
$2.26M
GFWA
458
Grey Fox Wealth Advisors
Delaware
$2.25M +$2.25M +29,950 New
GWM
459
Geneos Wealth Management
Colorado
$2.25M +$632K +8,411 +39%
AA
460
Alesco Advisors
New York
$2.24M -$776K -10,326 -26%
BOC
461
Bull Oak Capital
California
$2.19M +$2.19M +29,163 New
MWM
462
Massachusetts Wealth Management
Massachusetts
$2.19M +$2.19M +29,162 New
CCB
463
Country Club Bank
Missouri
$2.15M -$78.8K -1,049 -4%
PWP
464
Perfromance Wealth Partners
Illinois
$2.15M +$166K +2,209 +8%
AIM
465
AHL Investment Management
Florida
$2.13M +$195K +2,600 +10%
KWM
466
Kingsview Wealth Management
Oregon
$2.13M -$79.4K -1,056 -4%
JWS
467
Juncture Wealth Strategies
Arizona
$2.12M -$16K -213 -0.7%
EH
468
Equitable Holdings
New York
$2.11M -$679K -9,037 -24%
LFP
469
Leeward Financial Partners
Washington
$2.1M -$152K -2,021 -7%
CGPCS
470
Capital Group Private Client Services
California
$2.1M +$4.06K +54 +0.2%
SAM
471
Simplify Asset Management
Nevada
$2.08M -$1.06M -14,153 -34%
WS
472
Wedbush Securities
California
$2.08M -$205K -2,732 -9%
GWMIA
473
Global Wealth Management Investment Advisory
Florida
$2.07M -$84.9K -1,129 -4%
CCM
474
Coldstream Capital Management
Washington
$2.06M -$384K -5,111 -16%
CAG
475
Csenge Advisory Group
Florida
$2.05M +$80K +1,064 +4%