BSV icon

Vanguard Short-Term Bond ETF

1,123 hedge funds and large institutions have $26.6B invested in Vanguard Short-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 372 increasing their positions, 522 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
-13
Holders Change %
-1.14%
% of All Funds
17.91%
Holding in Top 10
130
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.52%
% of All Funds
2.07%
New
95
Increased
372
Reduced
522
Closed
91
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
-$190K
Name Holding Trade Value Shares
Change
Shares
Change %
KAM
851
KEB Asset Management
Illinois
$328K
PI
852
PFG Investments
New York
$324K -$42.6K -567 -12%
DWM
853
Dakota Wealth Management
Florida
$321K +$48.3K +643 +18%
CBFP
854
Cedar Brook Financial Partners
Ohio
$321K +$101K +1,340 +46%
LWM
855
LJI Wealth Management
Indiana
$321K -$18.1M -241,280 -98%
Man Group
856
Man Group
United Kingdom
$319K -$319K -4,222 Closed
AWM
857
Aprio Wealth Management
Georgia
$318K -$18.9K -252 -6%
FSWA
858
Financial Synergies Wealth Advisors
Texas
$315K -$25.4K -338 -7%
TI
859
tru Independence
Oregon
$315K -$29.4K -391 -9%
3LCM
860
3D/L Capital Management
Connecticut
$313K -$304K -4,047 -49%
MCM
861
Maple Capital Management
Vermont
$312K +$6.77K +90 +2%
JGUA
862
John G. Ullman & Associates
New York
$308K +$308K +4,097 New
BMCM
863
Bryn Mawr Capital Management
Pennsylvania
$307K
DWP
864
Daymark Wealth Partners
Ohio
$306K -$18.2K -242 -6%
LFAS
865
Level Four Advisory Services
Texas
$306K +$10.4K +139 +4%
JHCP
866
Jackson Hole Capital Partners
Oklahoma
$305K -$5.64K -75 -2%
BFA
867
Beaumont Financial Advisors
Massachusetts
$304K -$33.1K -440 -10%
GC
868
Gilbert & Cook
Iowa
$303K +$3.76K +50 +1%
LJHT
869
Laurie J. Hall Trustee
$301K
CIA
870
Cascade Investment Advisors
Oregon
$299K -$52.6K -700 -15%
HPM
871
Hudson Portfolio Management
New York
$299K -$15K -200 -5%
RK
872
Rather & Kittrell
Tennessee
$299K -$9.7K -129 -3%
AAS
873
Annex Advisory Services
Wisconsin
$296K -$653K -8,688 -69%
CW
874
Channel Wealth
California
$295K -$1.05M -13,977 -78%
LAM
875
Lakewood Asset Management
Illinois
$295K +$295K +3,925 New