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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 %
DI
651
Disciplined Investments
Oklahoma
$989K -$70.4K -914 -7%
MA
652
Montag & Associates
Georgia
$985K -$79.6K -1,033 -7%
AFAS
653
Acorn Financial Advisory Services
Virginia
$978K -$68.6K -893 -7%
RWM
654
Ritholtz Wealth Management
New York
$976K -$157K -2,040 -14%
CCM
655
Coldstream Capital Management
Washington
$966K -$1.14M -14,844 -54%
AIC
656
Archer Investment Corporation
Indiana
$965K +$42.2K +548 +5%
AIM
657
Alhambra Investment Management
Florida
$961K -$96K -1,246 -9%
HDIM
658
Hanson & Doremus Investment Management
Vermont
$960K -$193K -2,500 -17%
CD
659
Chapin Davis
Maryland
$957K -$8.86K -115 -0.9%
EFS
660
Essex Financial Services
Connecticut
$955K +$102K +1,325 +12%
ACP
661
Aveo Capital Partners
Colorado
$942K +$32.7K +424 +4%
PAG
662
Powers Advisory Group
Illinois
$940K -$48.5K -630 -5%
RIM
663
Redwood Investment Management
Arizona
$930K +$46K +598 +5%
KFS
664
Kelly Financial Services
Massachusetts
$922K -$46.9K -609 -5%
CWM
665
Campbell Wealth Management
Virginia
$920K +$242K +3,138 +36%
TCOV
666
Trust Company of Vermont
Vermont
$909K -$929K -12,058 -51%
TPWA
667
Twin Peaks Wealth Advisors
California
$906K +$906K +11,765 New
PWG
668
Private Wealth Group
Florida
$903K
FNBOO
669
First National Bank of Omaha
Nebraska
$903K -$271K -3,522 -23%
MA
670
MONECO Advisors
Connecticut
$895K -$6.39K -83 -0.7%
SIMC
671
Squire Investment Management Company
Utah
$891K +$891K +11,567 New
AAM
672
Aureus Asset Management
Massachusetts
$886K -$10.6K -137 -1%
SA
673
SRH Advisors
Kansas
$886K -$31.3K -407 -3%
NFP
674
Narus Financial Partners
Utah
$886K -$186K -2,414 -17%
SW
675
Signify Wealth
Missouri
$883K -$1.5M -19,480 -63%