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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 %
KA
501
Kovack Advisors
Florida
$1.82M +$10.4K +138 +0.6%
PMG
502
ProVise Management Group
Florida
$1.81M -$28.7K -382 -2%
SHWM
503
Smith & Howard Wealth Management
Georgia
$1.81M +$34.1K +454 +2%
TCOV
504
Trust Company of Vermont
Vermont
$1.79M -$757K -10,064 -30%
ACA
505
Atlas Capital Advisors
Wyoming
$1.79M -$145K -1,930 -8%
WFPG
506
Waller Financial Planning Group
Ohio
$1.76M -$11.4K -151 -0.6%
JCIA
507
Jackson Creek Investment Advisors
Colorado
$1.76M +$1.28K +17 +0.1%
IGWM
508
ICA Group Wealth Management
Colorado
$1.75M +$143K +1,904 +9%
HWA
509
Hillcrest Wealth Advisors
New Jersey
$1.73M
PF
510
Phoenix Financial
Israel
$1.73M -$32.4K -431 -2%
KFP
511
KMG Fiduciary Partners
Ohio
$1.71M +$67.8K +902 +4%
BC
512
Burney Company
Virginia
$1.7M -$99.3K -1,321 -6%
AWA
513
Aletheian Wealth Advisors
Washington
$1.69M -$56.4K -750 -3%
AIP
514
Almanack Investment Partners
Pennsylvania
$1.69M +$214K +2,846 +15%
CFG
515
Cooper Financial Group
California
$1.68M +$833K +11,079 +98%
HFS
516
Howard Financial Services
Texas
$1.67M +$333K +4,425 +25%
RFP
517
RCS Financial Planning
Maryland
$1.65M -$232K -3,092 -12%
LFG
518
Larson Financial Group
Missouri
$1.64M -$139K -1,851 -8%
AWA
519
Arkadios Wealth Advisors
Georgia
$1.64M +$78K +1,037 +5%
AWM
520
Austin Wealth Management
Texas
$1.64M +$1.64M +21,657 New
HR
521
Hardy Reed
Mississippi
$1.62M +$13.1K +174 +0.8%
SW
522
SMART Wealth
Nebraska
$1.61M +$72.9K +970 +5%
AP
523
Adero Partners
California
$1.59M -$27.7K -369 -2%
Fiera Capital (Canada)
524
Fiera Capital (Canada)
Quebec, Canada
$1.59M
AA
525
Advisory Alpha
Michigan
$1.58M -$108K -1,438 -6%