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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 %
RWM
151
Rockwood Wealth Management
Pennsylvania
$16.1M +$2.32M +30,159 +17%
RPG
152
Resource Planning Group
Georgia
$16M +$5.33M +69,148 +50%
LFS
153
Lutz Financial Services
Nebraska
$16M +$2.01M +26,067 +14%
TWC
154
TD Waterhouse Canada
Ontario, Canada
$15.6M +$14M +173,030 +874%
HWM
155
HB Wealth Management
Georgia
$15.6M +$5.54M +71,981 +55%
MG
156
MilWealth Group
Wisconsin
$15.3M -$139K -1,806 -0.9%
CFA
157
Cahill Financial Advisors
Minnesota
$15.3M -$221K -2,873 -1%
NL
158
NWAM LLC
Washington
$15.2M +$12.6M +164,194 +500%
KLI
159
Kelman-Lazarov Inc
Tennessee
$14.8M +$926K +12,021 +7%
NA
160
NewEdge Advisors
Louisiana
$14.7M +$4.85M +62,986 +49%
MWM
161
Modera Wealth Management
New Jersey
$14.5M -$663K -8,612 -4%
CAM
162
Clark Asset Management
New Hampshire
$14.4M +$1.83M +23,762 +15%
MPIA
163
Mountain Pacific Investment Advisers
Idaho
$14.4M -$258K -3,354 -2%
PWLP
164
Prio Wealth Limited Partnership
Massachusetts
$14.4M -$358K -4,644 -2%
CIA
165
Concurrent Investment Advisors
Florida
$14.2M +$14.2M +184,843 New
KPWS
166
Kestra Private Wealth Services
Texas
$14.1M +$2.02M +26,204 +17%
CAL
167
Capital Analysts LLC
Pennsylvania
$13.9M -$1.35M -17,531 -9%
SOAG
168
Silver Oak Advisory Group
Oregon
$13.8M -$63.2K -821 -0.5%
PWM
169
Perigon Wealth Management
California
$13.7M +$440K +5,710 +3%
SAG
170
SageView Advisory Group
California
$13.6M -$13.7M -181,824 Closed
MSF
171
Mustard Seed Financial
Arkansas
$13.6M +$13.6M +176,110 New
FA
172
Fortis Advisors
Pennsylvania
$13.2M +$1.27M +16,504 +11%
BHWM
173
Bay Harbor Wealth Management
Maryland
$13.2M -$589K -7,645 -4%
B
174
BetterWealth
California
$13M -$139K -1,802 -1%
AWA
175
Alaska Wealth Advisors
Alaska
$13M -$20.7K -269 -0.2%