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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
17.57%
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 %
PPW
126
Presilium Private Wealth
Pennsylvania
$20.4M -$1.95M -25,306 -9%
ONB
127
Old National Bancorp
Indiana
$20.4M +$5.53M +71,756 +37%
BC
128
Bartlett & Co
Ohio
$20.2M -$166K -2,160 -0.8%
BCWM
129
Bartlett & Co Wealth Management
Ohio
$20.2M -$166K -2,160 -0.8%
TPCW
130
TD Private Client Wealth
New York
$20.2M -$12.8M -166,809 -39%
KL
131
KWMG LLC
Kansas
$20M +$52.2K +678 +0.3%
NOI
132
Newton One Investments
Delaware
$19.5M +$250K +3,247 +1%
PD
133
Planning Directions
Pennsylvania
$18.8M -$1.25M -16,191 -6%
AI
134
Atria Investments
North Carolina
$18.5M -$11.6M -150,733 -39%
Squarepoint
135
Squarepoint
New York
$18.5M +$13.3M +172,764 +257%
GLLW
136
Graves Light Lenhart Wealth
Virginia
$18.3M -$225K -2,926 -1%
WDG
137
Wealth Dimensions Group
Ohio
$17.8M -$474K -6,153 -3%
SC
138
Savant Capital
Illinois
$17.5M -$1.68M -21,806 -9%
FMII
139
Farmers & Merchants Investments Inc
Nebraska
$17.3M -$92.4K -1,200 -0.5%
RW
140
REDW Wealth
New Mexico
$17.3M -$1.05M -13,571 -6%
M&T Bank
141
M&T Bank
New York
$17M -$387K -5,029 -2%
PAG
142
Private Advisor Group
New Jersey
$17M -$6.6M -85,672 -28%
EWA
143
Exencial Wealth Advisors
Oklahoma
$16.9M +$16.2M +209,887 +2,176%
WFA
144
Websterrogers Financial Advisors
South Carolina
$16.8M +$6.91M +89,760 +70%
PAS
145
Park Avenue Securities
New York
$16.8M +$1.17M +15,236 +8%
AAM
146
Austin Asset Management
Texas
$16.5M -$780K -10,130 -5%
ML
147
McAdam LLC
Pennsylvania
$16.5M +$444K +5,767 +3%
EI
148
Ellevest Inc
New York
$16.5M -$130K -1,689 -0.8%
PWMG
149
Pioneer Wealth Management Group
Texas
$16.4M -$1.01M -13,083 -6%
OIA
150
OneDigital Investment Advisors
Kansas
$16.1M +$13.1M +169,469 +422%