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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
RFS
201
Rockefeller Financial Services
New York
$1.35M -$671K -8,358 -33%
FBNAT
202
FirstMerit Bank N.A. Trustee
Ohio
$1.31M -$17.7K -220 -1%
NG
203
Northstar Group
New York
$1.3M +$1.3M +16,217 New
CWM
204
Concert Wealth Management
California
$1.29M +$178K +2,220 +16%
SWP
205
Stratos Wealth Partners
Ohio
$1.22M +$626K +7,805 +104%
TAM
206
Todd Asset Management
Kentucky
$1.21M +$249K +3,100 +26%
KCPG
207
Kavar Capital Partners Group
Kansas
$1.2M
W
208
Wealthquest
Ohio
$1.2M +$1.2M +14,977 New
CB
209
Chemical Bank
Michigan
$1.19M -$100K -1,250 -8%
ACM
210
Argentus Capital Management
Texas
$1.18M +$1.18M +14,714 New
MA
211
MUFG Americas
New York
$1.17M -$60.2K -750 -5%
MCM
212
Mengis Capital Management
Oregon
$1.17M +$1.17M +14,581 New
UB
213
UMB Bank
Missouri
$1.16M +$1.17M +14,563 New
NFG
214
Next Financial Group
Texas
$1.16M -$266K -3,313 -19%
HP
215
HT Partners
Connecticut
$1.11M
RMA
216
Roffman Miller Associates
Pennsylvania
$1.11M -$49.1K -612 -4%
ST
217
Spinnaker Trust
Maine
$1.08M +$1.09M +13,573 New
CAM
218
Concorde Asset Management
Michigan
$1.06M +$1.06M +13,170 New
DSC
219
Duncker Streett & Co
Missouri
$1.03M
CS
220
Comerica Securities
Michigan
$1.01M +$220K +2,748 +28%
CP
221
Camelot Portfolios
Ohio
$1M +$24.1K +300 +2%
RCS
222
Retirement Capital Strategies
California
$1M +$1M +12,511 New
WRM
223
Westport Resources Management
Connecticut
$943K +$45.3K +565 +5%
RJFSA
224
Raymond James Financial Services Advisors
Florida
$903K -$608K -7,581 -40%
WA
225
Wealth Architects
California
$885K +$888K +11,072 New