BSV icon

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 %
TW
201
TritonPoint Wealth
Maryland
$11.3M +$11.3M +146,413 New
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$11.2M +$10.4M +134,415 +1,296%
FFN
203
Focus Financial Network
Minnesota
$10.8M -$1.73M -22,501 -14%
AFS
204
Axiom Financial Strategies
Indiana
$10.7M -$71.2K -925 -0.7%
THL
205
Tillman Hartley LLC
Colorado
$10.7M +$1.03M +13,324 +11%
GGS
206
Galvin Gaustad & Stein
Arizona
$10.5M -$2.07M -26,885 -16%
Man Group
207
Man Group
United Kingdom
$10.4M +$10.4M +135,418 New
SRC
208
Shufro Rose & Co
New York
$10.4M -$184K -2,445 -2%
FAT
209
First American Trust
California
$10.3M +$1.72M +22,328 +20%
SFA
210
Souders Financial Advisors
Ohio
$10.3M +$525K +6,812 +5%
WA
211
Waterford Advisors
New York
$10.2M +$10.2M +132,672 New
APCM
212
Alaska Permanent Capital Management
Alaska
$10.2M -$1.71M -22,232 -14%
ODIJL
213
One Day In July LLC
Vermont
$10M -$684K -8,881 -6%
KAS
214
Kestra Advisory Services
Texas
$9.92M -$27.8M -360,845 -74%
Kovitz Investment Group Partners
215
Kovitz Investment Group Partners
Illinois
$9.85M -$132K -1,718 -1%
EWA
216
Elevate Wealth Advisory
Georgia
$9.82M +$9.82M +127,458 New
PF
217
Parker Financial
Washington
$9.77M +$143K +1,853 +1%
LIM
218
Leavell Investment Management
Alabama
$9.77M -$568K -7,380 -6%
TWA
219
Trellis Wealth Advisors
California
$9.66M +$1.77M +22,952 +22%
HL
220
HeadInvest LLC
Maine
$9.65M -$1.03M -13,353 -10%
EF
221
Exeter Financial
Arizona
$9.55M +$358K +4,652 +4%
WLIM
222
White Lighthouse Investment Management
Massachusetts
$9.47M -$714K -9,269 -7%
SC
223
Scotia Capital
Ontario, Canada
$9.36M -$73.9K -960 -0.8%
DE
224
Day & Ennis
Georgia
$9.33M +$1.64M +21,342 +21%
BRWA
225
B. Riley Wealth Advisors
Florida
$9.32M -$2.93M -37,997 -24%