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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 %
WC
176
Waterloo Capital
Texas
$13M -$728K -9,454 -5%
AWM
177
Apollon Wealth Management
South Carolina
$13M +$10.9M +141,945 +539%
Vanguard Group
178
Vanguard Group
Pennsylvania
$12.7M +$6.77M +87,872 +113%
MMRF
179
Michelson Medical Research Foundation
California
$12.7M
YAL
180
Your Advocates Ltd
Texas
$12.6M -$948K -12,311 -7%
BFP
181
Brewster Financial Planning
New York
$12.5M +$51.1K +663 +0.4%
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$12.5M +$1.97M +25,547 +19%
OFP
183
OLIO Financial Planning
Virginia
$12.4M +$1.13M +14,618 +10%
LFA
184
Level Financial Advisors
New York
$12.4M -$12.9K -168 -0.1%
VOYA Investment Management
185
VOYA Investment Management
Georgia
$12.3M -$54.1M -702,607 -81%
EA
186
Evolution Advisers
Virginia
$12.3M +$178K +2,321 +1%
SWA
187
Safir Wealth Advisors
New Hampshire
$12.3M -$102K -1,326 -0.8%
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$12.1M +$1.77M +23,079 +17%
MFT
189
Moisand Fitzgerald Tamayo
Florida
$12.1M +$11.7M +152,324 +3,201%
AAS
190
Ameritas Advisory Services
Nebraska
$12M -$14.9M -193,959 -55%
CWM
191
Connecticut Wealth Management
Connecticut
$12M -$1.38M -17,853 -10%
MFG
192
Monumental Financial Group
Maryland
$11.9M +$3.86M +50,072 +48%
CB
193
Commerce Bank
Missouri
$11.9M -$234K -3,038 -2%
SC
194
Stephenson & Company
California
$11.7M +$11.7M +151,500 New
EWA
195
EverSource Wealth Advisors
Alabama
$11.6M +$1.31M +17,030 +13%
FWM
196
FMA Wealth Management
Massachusetts
$11.5M +$11.5M +148,931 New
FMC
197
First Merchants Corp
Indiana
$11.4M +$623K +8,094 +6%
BL
198
BFSG LLC
California
$11.4M +$422K +5,485 +4%
Victory Capital Management
199
Victory Capital Management
Texas
$11.4M
SWM
200
SigFig Wealth Management
California
$11.3M +$800K +10,381 +8%