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Vanguard Short-Term Bond ETF

1,122 hedge funds and large institutions have $26.5B invested in Vanguard Short-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 440 increasing their positions, 461 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
-28
Holders Change %
-2.43%
% of All Funds
16.32%
Holding in Top 10
120
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.83%
% of All Funds
1.75%
New
82
Increased
440
Reduced
461
Closed
98
Calls
$245K
Puts
Net Calls
+$245K
Net Calls Change
-$376K
Name Holding Trade Value Shares
Change
Shares
Change %
RPGK
801
Retirement Planning Group (Kansas)
Kansas
$428K
PVI
802
Pine Valley Investments
New Jersey
$427K +$102K +1,327 +31%
IPW
803
Intergy Private Wealth
Colorado
$424K -$181K -2,361 -30%
GJIA
804
Glass Jacobson Investment Advisors
Maryland
$417K +$614 +8 +0.1%
JTWM
805
Jackson Thornton Wealth Management
Alabama
$412K -$93.1K -1,214 -18%
TDWM
806
Topel & Distasi Wealth Management
California
$409K
RFP
807
Root Financial Partners
California
$404K +$404K +5,264 New
TIM
808
Tortoise Investment Management
New York
$403K +$7.06K +92 +2%
WP
809
WealthPLAN Partners
Nebraska
$403K +$125K +1,635 +45%
IAA
810
Independent Advisor Alliance
North Carolina
$402K +$3.15K +41 +0.8%
NJIM
811
Nabity-Jensen Investment Management
Nebraska
$402K -$1.21M -15,793 -75%
OC
812
Opinicus Capital
Florida
$402K -$14.9K -194 -4%
CRI
813
Colonial River Investments
Virginia
$401K -$9.89K -129 -2%
AWM
814
Axxcess Wealth Management
California
$401K +$121K +1,579 +43%
MIA
815
Milestone Investment Advisors
Wisconsin
$401K -$28.5K -372 -7%
SPA
816
Shore Point Advisors
New Jersey
$399K +$10.1K +132 +3%
TAM
817
Todd Asset Management
Kentucky
$398K
SW
818
Signify Wealth
Missouri
$391K -$118K -1,534 -23%
PWMAG
819
Pinnacle Wealth Management Advisory Group
New Jersey
$390K +$390K +5,083 New
LGWM
820
Litman Gregory Wealth Management
California
$388K -$614 -8 -0.2%
JWCA
821
J.W. Coons Advisors
Ohio
$386K
BEAM
822
Baker Ellis Asset Management
Washington
$385K
CPG
823
Cornerstone Planning Group
New Jersey
$383K -$84.5K -1,083 -18%
FWI
824
Facet Wealth Inc
Maryland
$378K +$378K +4,876 New
HH
825
Hilltop Holdings
Texas
$375K +$64.5K +841 +21%