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Vanguard Short-Term Bond ETF

1,122 hedge funds and large institutions have $26.5B invested in Vanguard Short-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 440 increasing their positions, 461 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
-28
Holders Change %
-2.43%
% of All Funds
16.32%
Holding in Top 10
120
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.83%
% of All Funds
1.75%
New
82
Increased
440
Reduced
461
Closed
98
Calls
$245K
Puts
Net Calls
+$245K
Net Calls Change
-$376K
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
176
Alaska Wealth Advisors
Alaska
$13.2M -$112K -1,463 -0.8%
PWMG
177
Pioneer Wealth Management Group
Texas
$13M +$1.22M +15,898 +10%
MSF
178
Mustard Seed Financial
Arkansas
$13M -$8.05K -105 -0.1%
SWA
179
Safir Wealth Advisors
New Hampshire
$12.9M -$20.3K -265 -0.2%
KPWS
180
Kestra Private Wealth Services
Texas
$12.6M -$925K -12,060 -7%
FPAS
181
Focus Partners Advisor Solutions
Missouri
$12.6M +$2.43M +31,739 +24%
NW
182
NewEdge Wealth
Pennsylvania
$12.5M +$716K +9,335 +6%
BCM
183
Brookstone Capital Management
Illinois
$12.5M -$33.9M -438,393 -73%
PAG
184
Private Advisor Group
New Jersey
$12.5M -$1.64M -21,326 -12%
LFA
185
Level Financial Advisors
New York
$12.4M +$93.6K +1,220 +0.8%
FA
186
Fortis Advisors
Pennsylvania
$12.4M -$420K -5,471 -3%
OFP
187
OLIO Financial Planning
Virginia
$12.3M -$15.2K -197 -0.1%
SWM
188
SigFig Wealth Management
California
$11.7M +$284K +3,709 +2%
CB
189
Commerce Bank
Missouri
$11.6M +$42.6K +555 +0.4%
WA
190
Waterford Advisors
New York
$11.5M +$294K +3,838 +3%
FWM
191
FMA Wealth Management
Massachusetts
$11.5M +$39.4K +514 +0.3%
Kovitz Investment Group Partners
192
Kovitz Investment Group Partners
Illinois
$11.3M -$2.76M -35,947 -20%
SAG
193
SageView Advisory Group
California
$11.3M -$245K -2,508 Closed
FFN
194
Focus Financial Network
Minnesota
$11.2M +$143K +1,857 +1%
EC
195
Eaton-Cambridge
Arizona
$11M +$1.4M +18,215 +15%
APCM
196
Alaska Permanent Capital Management
Alaska
$10.8M +$6.75K +88 +0.1%
TWA
197
Trellis Wealth Advisors
California
$10.8M +$1.14M +14,878 +12%
AFC
198
Adaptive Financial Consulting
Ohio
$10.5M
EWA
199
Elevate Wealth Advisory
Georgia
$10.5M +$871K +11,356 +9%
PFBT
200
Parkside Financial Bank & Trust
Missouri
$10.4M +$670K +8,740 +7%