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Vanguard Short-Term Bond ETF

1,236 hedge funds and large institutions have $30.5B invested in Vanguard Short-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 507 increasing their positions, 403 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+100
Holders Change %
+8.8%
% of All Funds
16.45%
Holding in Top 10
130
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.11%
% of All Funds
1.73%
New
188
Increased
507
Reduced
403
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
551
Merriman Wealth Management
Washington
$1.52M +$55.1K +713 +4%
CPA
552
Capital Performance Advisors
California
$1.51M +$63.1K +817 +4%
KWA
553
Kondo Wealth Advisors
California
$1.51M +$1.51M +19,548 New
NCFG
554
New Century Financial Group
New Jersey
$1.51M +$44.6K +578 +3%
UA
555
Unison Advisors
District of Columbia
$1.49M -$532K -6,882 -26%
JWS
556
Juncture Wealth Strategies
Arizona
$1.48M -$142K -1,840 -9%
EK
557
Evensky & Katz
Florida
$1.48M +$273K +3,536 +23%
FRA
558
Frank Rimerman Advisors
California
$1.47M -$29.7K -385 -2%
MSAM
559
Moloney Securities Asset Management
Missouri
$1.47M +$134K +1,731 +10%
CWC
560
Carolinas Wealth Consulting
North Carolina
$1.47M -$43.2K -559 -3%
WFPG
561
Waller Financial Planning Group
Ohio
$1.46M -$35.4K -458 -2%
AWE
562
Avidian Wealth Enterprises
Texas
$1.46M +$75.3K +974 +5%
BF
563
BOK Financial
Oklahoma
$1.46M +$77.4K +1,005 +6%
AIM
564
Allen Investment Management
New York
$1.45M +$33.9K +439 +2%
PA
565
PFG Advisors
Arizona
$1.44M -$256K -3,316 -15%
VFG
566
Valley Financial Group
Pennsylvania
$1.43M -$49.5K -640 -3%
UB
567
UMB Bank
Missouri
$1.41M -$219K -2,837 -13%
PFG
568
Pacific Financial Group
Washington
$1.39M -$6.8K -88 -0.5%
AWM
569
Aries Wealth Management
Maine
$1.39M +$4.64K +60 +0.3%
ACP
570
Aveo Capital Partners
Colorado
$1.39M -$26K -337 -2%
ATS
571
Ashton Thomas Securities
New York
$1.38M +$30.9K +400 +2%
AAMC
572
Asset Allocation & Management Company
Illinois
$1.37M +$1.13M +14,630 +466%
RFP
573
RCS Financial Planning
Maryland
$1.37M -$397K -5,140 -22%
TIM
574
Thompson Investment Management
Wisconsin
$1.37M +$222K +2,873 +19%
KCM
575
Kathmere Capital Management
Pennsylvania
$1.36M +$277K +3,579 +26%