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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 %
CIP
576
Capital Insight Partners
Arizona
$1.38M -$512K -6,647 -27%
MWM
577
Maripau Wealth Management
Indiana
$1.37M -$60.9K -791 -4%
PFG
578
Pacific Financial Group
Washington
$1.37M +$6.09K +79 +0.4%
SRA
579
Secured Retirement Advisors
Minnesota
$1.37M +$1.37M +17,733 New
CIC
580
Cutler Investment Counsel
Oregon
$1.36M -$11.5M -148,899 -89%
LWM
581
LongView Wealth Management
Georgia
$1.35M +$1.35M +17,586 New
SIC
582
Schwartz Investment Counsel
Michigan
$1.35M -$246K -3,200 -15%
OCG
583
Opus Capital Group
Ohio
$1.34M -$188K -2,440 -12%
AWE
584
Avidian Wealth Enterprises
Texas
$1.33M +$640K +8,315 +93%
CWM
585
Cornerstone Wealth Management
Missouri
$1.33M -$589K -7,649 -31%
MW
586
Marcum Wealth
Ohio
$1.31M -$207K -2,685 -14%
BWA
587
Burt Wealth Advisors
Maryland
$1.31M -$83.2K -1,080 -6%
CL
588
Cabana LLC
Arkansas
$1.31M +$1.31M +17,000 New
FIB
589
First Interstate Bank
Montana
$1.31M +$207K +2,689 +19%
IGWM
590
ICA Group Wealth Management
Colorado
$1.3M -$504K -6,539 -28%
BC
591
Burney Company
Virginia
$1.29M -$450K -5,846 -26%
AWM
592
Aries Wealth Management
Maine
$1.29M -$13.9K -180 -1%
ACI
593
Alpha Cubed Investments
California
$1.27M +$1.77K +23 +0.1%
RIL
594
Rothschild Investment LLC
Illinois
$1.26M +$1.26M +16,409 New
MSAM
595
Moloney Securities Asset Management
Missouri
$1.26M +$282K +3,658 +29%
QWM
596
Quadcap Wealth Management
Texas
$1.25M +$1.25M +16,245 New
IF
597
Insight Folios
North Carolina
$1.24M -$57K -740 -4%
JIC
598
Joel Isaacson & Co
New York
$1.24M -$16.6K -216 -1%
RFC
599
Regions Financial Corp
Alabama
$1.24M -$112K -1,452 -8%
SFS
600
Summit Financial Strategies
Ohio
$1.24M +$144K +1,873 +13%