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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
CWM
151
Cranbrook Wealth Management
Michigan
$2.67M +$169K +2,106 +7%
CCWA
152
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.57M +$319K +3,978 +14%
SIM
153
SSI Investment Management
California
$2.55M +$2.56M +31,920 New
UCFA
154
United Capital Financial Advisors
Texas
$2.52M -$29K -361 -1%
HDIM
155
Hanson & Doremus Investment Management
Vermont
$2.4M +$391K +4,875 +19%
ACP
156
Ashfield Capital Partners
California
$2.4M -$707K -8,815 -23%
NEPWA
157
New England Private Wealth Advisors
Massachusetts
$2.39M +$12.8K +160 +0.5%
GJIC
158
Gamble Jones Investment Counsel
California
$2.37M -$43.4K -541 -2%
PMG
159
ProVise Management Group
Florida
$2.35M +$357K +4,452 +18%
AW
160
Alpha Windward
Massachusetts
$2.35M +$240K +2,991 +11%
WC
161
Woodstock Corp
Massachusetts
$2.33M +$1.14M +14,200 +95%
BUB
162
BBVA USA Bancshares
Texas
$2.27M -$30.6K -381 -1%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$2.26M -$19.3K -240 -0.8%
TFA
164
Transamerica Financial Advisors
Florida
$2.17M +$27.8K +346 +1%
SIC
165
Schwartz Investment Counsel
Michigan
$2.15M
RIA
166
Regal Investment Advisors
Michigan
$2.07M -$66.8K -833 -3%
BT
167
Beacon Trust
New Jersey
$2.07M -$121K -1,510 -6%
CFB
168
Cullen/Frost Bankers
Texas
$2M -$31.5K -392 -2%
DS
169
DRW Securities
Illinois
$2M +$2.01M +25,002 New
ZF
170
Zhang Financial
Michigan
$1.91M +$124K +1,548 +7%
KPCM
171
Kings Point Capital Management
New York
$1.9M +$1.05M +13,135 +124%
HCP
172
Holt Capital Partners
Texas
$1.9M -$15.2K -190 -0.8%
Lazard Asset Management
173
Lazard Asset Management
New York
$1.88M
PPA
174
Parametric Portfolio Associates
Washington
$1.84M -$185K -2,300 -9%
CAN
175
Cetera Advisor Networks
California
$1.79M +$304K +3,792 +20%