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Vanguard Short-Term Bond ETF

405 hedge funds and large institutions have $8.34B invested in Vanguard Short-Term Bond ETF in 2014 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 148 increasing their positions, 129 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 21

16% more funds holding in top 10

Funds holding in top 10: 4957 (+8)

15% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 129

12% more funds holding

Funds holding: 362405 (+43)

3% less capital invested

Capital invested by funds: $8.57B → $8.34B (-$228M)

2.73% less ownership

Funds ownership: 60.46%57.74% (-2.7%)

Holders
405
Holders Change
+43
Holders Change %
+11.88%
% of All Funds
10.8%
Holding in Top 10
57
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+16.33%
% of All Funds
1.52%
New
72
Increased
148
Reduced
129
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TNB
76
Thomasville National Bank
Georgia
$11.3M +$11M +137,676 +3,251%
STMM
77
South Texas Money Management
Texas
$11.3M -$1.92M -23,971 -15%
AIG
78
American International Group
New York
$11.1M +$5.67M +70,680 +105%
NIA
79
Northstar Investment Advisors
Colorado
$10.9M +$464K +5,778 +4%
KL
80
KWMG LLC
Kansas
$9.94M +$9.95M +124,006 New
SWM
81
SVA Wealth Management
Wisconsin
$9.56M +$1.17M +14,525 +14%
MFS
82
MSI Financial Services
Massachusetts
$9.34M +$892K +11,116 +11%
RJA
83
Raymond James & Associates
Florida
$9.13M -$5.65M -70,428 -38%
FWM
84
Frontier Wealth Management
Missouri
$8.46M +$8.49M +105,788 New
CCG
85
Chatham Capital Group
Georgia
$8.43M -$112K -1,400 -1%
NA
86
Nottingham Advisors
New York
$8.33M +$8.35M +104,072 New
PSI
87
Pinnacle Summer Investments
Virginia
$8.07M +$3.72M +46,406 +87%
WB
88
Webster Bank
Connecticut
$8M +$2.98M +37,090 +59%
PI
89
Placemark Investments
Illinois
$7.79M -$901K -11,226 -10%
KIM
90
Karpus Investment Management
New York
$7.69M -$4.46M -55,525 -37%
VKH
91
Virtu KCG Holdings
New York
$7.49M +$7.52M +93,688 New
BMM
92
Berkshire Money Management
Massachusetts
$7.49M +$7.51M +93,660 New
Luther King Capital Management (LKCM)
93
Luther King Capital Management (LKCM)
Texas
$7.29M -$345K -4,298 -4%
HighTower Advisors
94
HighTower Advisors
Illinois
$7.09M +$519K +6,469 +8%
EHC
95
Everett Harris & Co
California
$6.95M -$708K -8,825 -9%
SIG
96
Stanford Investment Group
California
$6.87M +$6.9M +85,949 New
WCM
97
Weatherstone Capital Management
Colorado
$6.38M -$988K -12,310 -13%
CS
98
Credit Suisse
Switzerland
$6.27M +$1.88M +23,396 +42%
BSWM
99
Boston Standard Wealth Management
Massachusetts
$6.01M +$5.99M +74,687 New
TC
100
Toews Corporation
New Jersey
$5.72M +$5.74M +71,600 New