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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 %
CSWM
1126
Cassady Schiller Wealth Management
Ohio
$28.7K
BWP
1127
Baldwin Wealth Partners
Massachusetts
$26.1K
HT
1128
Headlands Technologies
Illinois
$25.6K +$25.6K +332 New
T
1129
Tidemark
California
$25K +$25K +324 New
PPC
1130
Park Place Capital
Alabama
$24.3K +$24.3K +315 New
SA
1131
Scarborough Advisors
Maryland
$23.1K +$23.1K +300 New
CP
1132
Castleview Partners
Texas
$22.4K -$85.7K -1,112 -79%
YDMI
1133
Y.D. More Investments
Israel
$22.2K
WCM
1134
Winthrop Capital Management
Indiana
$22.2K +$22.2K +288 New
MAM
1135
Marquette Asset Management
Minnesota
$21.3K -$241K -3,127 -92%
ITIM
1136
Indiana Trust & Investment Management
Indiana
$20.7K
GGI
1137
Godsey & Gibb Inc
Virginia
$20.3K +$20.3K +264 New
SIS
1138
Strategic Investment Solutions
Illinois
$20.3K -$1.26M -16,368 -98%
BWM
1139
BKM Wealth Management
Wisconsin
$19.6K +$19.6K +255 New
AA
1140
Addison Advisors
Vermont
$19.3K
IPW
1141
Impact Partnership Wealth
Georgia
$19.2K -$175K -2,269 -90%
PIS
1142
POM Investment Strategies
North Carolina
$18.9K +$18.9K +246 New
CSC
1143
Caldwell Sutter Capital
California
$18.4K +$10.9K +142 +146%
KFI
1144
Key Financial Inc
Pennsylvania
$16.6K -$48.8K -633 -75%
GWSG
1145
GPS Wealth Strategies Group
Colorado
$16.2K
TSWM
1146
Tyler-Stone Wealth Management
Ohio
$16.2K
ATC
1147
Adirondack Trust Company
New York
$15.8K
VAG
1148
VisionPoint Advisory Group
Texas
$15.6K -$3.47K -45 -18%
FDCP
1149
Foster Dykema Cabot & Partners
Massachusetts
$15.6K +$15.6K +202 New
NL
1150
NVWM LLC
Pennsylvania
$15.4K