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Vanguard Short-Term Bond ETF

1,150 hedge funds and large institutions have $25.8B invested in Vanguard Short-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 476 increasing their positions, 475 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
-48
Holders Change %
-4.01%
% of All Funds
16.67%
Holding in Top 10
121
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-12.95%
% of All Funds
1.75%
New
67
Increased
476
Reduced
475
Closed
94
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$88K
Name Holding Trade Value Shares
Change
Shares
Change %
WP
1101
WealthShield Partners
North Carolina
$19.4K -$45.1K -588 -70%
AA
1102
Addison Advisors
Vermont
$19.2K
TVWM
1103
Tower View Wealth Management
Wisconsin
$18.9K +$18.9K +247 New
WWP
1104
WR Wealth Planners
Missouri
$18.6K +$18.6K +243 New
FFWM
1105
Future Financial Wealth Management
Ohio
$17.6K +$17.6K +230 New
VAG
1106
VisionPoint Advisory Group
Texas
$17.1K +$1.53K +20 +10%
KFI
1107
Key Financial Inc
Pennsylvania
$16.5K
GWSA
1108
Global Wealth Strategies & Associates
Colorado
$16.2K -$3.47M -45,325 -100%
TSWM
1109
Tyler-Stone Wealth Management
Ohio
$16.1K
ATC
1110
Adirondack Trust Company
New York
$15.9K
TAM
1111
Townsend Asset Management
North Carolina
$14.1K -$41.4K -540 -75%
TFGT
1112
TS Financial Group (TSFG)
Illinois
$14K
SWM
1113
Sanctuary Wealth Management
Idaho
$13.1K
BlackRock
1114
BlackRock
New York
$12.4K +$12.4K +162 New
FPF
1115
First Pacific Financial
Washington
$12K +$10.4K +135 +614%
S
1116
Sachetta
Massachusetts
$11.5K
FWA
1117
FSC Wealth Advisors
New York
$10.4K
WIM
1118
Westside Investment Management
California
$9.97K
PIP
1119
Peachtree Investment Partners
Florida
$8.74K +$230 +3 +3%
WWM
1120
Wolff Wiese Magana
California
$7.9K
PCMC
1121
Planning Capital Management Corporation
Pennsylvania
$7.67K
SWA
1122
SOA Wealth Advisors
New York
$7.36K -$24K -313 -77%
NC
1123
NewSquare Capital
Pennsylvania
$7.36K -$3.76K -49 -34%
CMP
1124
Coston McIsaac & Partners
Maine
$6K +$67 +1 +1%
AWM
1125
Atticus Wealth Management
Florida
$5.9K -$138K -1,805 -96%