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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 %
WS
501
Wedbush Securities
California
$2.09M -$40.9K -531 -2%
BFO
502
Biltmore Family Office
North Carolina
$2.08M +$32.2K +418 +2%
EA
503
Eclectic Associates
California
$2.07M +$49.8K +646 +2%
LFP
504
Leeward Financial Partners
Washington
$2.06M -$94.1K -1,222 -4%
SPC
505
Sigma Planning Corp
Michigan
$2.05M -$2.17M -28,215 -51%
GWMIA
506
Global Wealth Management Investment Advisory
Florida
$2.03M -$94.7K -1,230 -4%
IPW
507
Invictus Private Wealth
Colorado
$2.02M +$524K +6,807 +35%
FIA
508
Foundations Investment Advisors
Arizona
$2.01M +$1.06M +13,733 +111%
GWM
509
Geneos Wealth Management
Colorado
$1.99M -$312K -4,056 -14%
Lido Advisors
510
Lido Advisors
California
$1.98M +$1.98M +25,707 New
CFG
511
Cooper Financial Group
California
$1.97M +$254K +3,292 +15%
PFP
512
Pinnacle Financial Partners
Tennessee
$1.97M -$93K -1,207 -4%
CPIG
513
Chicago Partners Investment Group
Illinois
$1.96M -$129K -1,675 -6%
EWA
514
EP Wealth Advisors
California
$1.94M +$1.31M +16,978 +207%
EAM
515
Evanson Asset Management
California
$1.93M -$12.8K -166 -0.7%
NFG
516
Nations Financial Group
Iowa
$1.91M +$24.9K +323 +1%
VWM
517
Valley Wealth Managers
New Jersey
$1.9M -$45K -584 -2%
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$1.89M -$671K -8,714 -26%
NL
519
Navalign LLC
California
$1.88M -$38K -494 -2%
AWA
520
Aletheian Wealth Advisors
Washington
$1.88M +$143K +1,851 +8%
JE
521
JMAC Enterprises
Pennsylvania
$1.87M -$12.1K -157 -0.6%
SHWM
522
Smith & Howard Wealth Management
Georgia
$1.87M +$14.9K +193 +0.8%
VFG
523
Valley Financial Group
Pennsylvania
$1.86M +$1.86M +24,106 New
Focus Partners Wealth
524
Focus Partners Wealth
Massachusetts
$1.84M +$1.84M +23,928 New
KA
525
Kovack Advisors
Florida
$1.84M -$20.7K -269 -1%