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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 %
RVM
1026
Robinson Value Management
Texas
$211K -$142K -1,850 -40%
RPCA
1027
Running Point Capital Advisors
California
$211K -$59.8K -776 -22%
LG
1028
LaFleur & Godfrey
Michigan
$209K +$209K +2,719 New
HIA
1029
Harbor Investment Advisory
Maryland
$208K
FIS
1030
Fischer Investment Strategies
California
$208K -$4.99M -64,780 -96%
DT
1031
Diversified Trust
Tennessee
$205K -$25.9K -336 -11%
BAM
1032
BOS Asset Management
Illinois
$205K +$205K +2,656 New
TA
1033
TruWealth Advisors
Louisiana
$204K -$7.39K -96 -3%
CWP
1034
Core Wealth Partners
California
$203K +$203K +2,641 New
BAM
1035
Belpointe Asset Management
Nevada
$203K -$4.85K -63 -2%
IAG
1036
Investment Advisory Group
Massachusetts
$202K +$202K +2,628 New
SVWAG
1037
Sound View Wealth Advisors Group
Georgia
$202K +$202K +2,626 New
BWFA
1038
Baltimore-Washington Financial Advisors
Maryland
$202K +$202K +2,625 New
PWMG
1039
Private Wealth Management Group
New Jersey
$201K +$201K +2,615 New
LFA
1040
LGT Financial Advisors
Texas
$195K
LF
1041
Lee Financial
Texas
$194K -$2.93K -38 -1%
GFL
1042
Granite FO LLC
New Hampshire
$194K +$1.85K +24 +1%
EWP
1043
Elevation Wealth Partners
California
$193K
LWCFA
1044
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$193K -$403K -5,220 -68%
CPA
1045
Clear Point Advisors
New York
$193K +$193K +2,506 New
PCFFS
1046
Pacific Center for Financial Services
California
$190K +$231 +3 +0.1%
LAM
1047
Lummis Asset Management
Texas
$189K +$189K +2,460 New
RTL
1048
Red Tortoise LLC
Georgia
$189K -$19.3K -250 -9%
OC
1049
Oakworth Capital
Alabama
$184K +$169K +2,188 +1,094%
RWPA
1050
Richard W. Paul & Associates
Michigan
$179K -$5.01K -65 -3%