BSV icon

Vanguard Short-Term Bond ETF

1,150 hedge funds and large institutions have $25.8B invested in Vanguard Short-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 476 increasing their positions, 475 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
-48
Holders Change %
-4.01%
% of All Funds
16.67%
Holding in Top 10
121
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-12.95%
% of All Funds
1.75%
New
67
Increased
476
Reduced
475
Closed
94
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$88K
Name Holding Trade Value Shares
Change
Shares
Change %
AFC
201
Adaptive Financial Consulting
Ohio
$10.5M +$10.2M +133,339 +3,553%
CWM
202
Connecticut Wealth Management
Connecticut
$10.4M -$1.57M -20,534 -13%
PF
203
Parker Financial
Washington
$10.4M +$653K +8,520 +7%
FPAS
204
Focus Partners Advisor Solutions
Missouri
$10.2M -$34.6M -451,437 -77%
SWM
205
Soundmark Wealth Management
Washington
$10.1M +$3.02M +39,413 +42%
LIM
206
Leavell Investment Management
Alabama
$9.91M +$187K +2,436 +2%
ZC
207
Zeit Capital
Colorado
$9.89M +$1.61M +20,944 +19%
GGS
208
Galvin Gaustad & Stein
Arizona
$9.85M -$622K -8,118 -6%
AWM
209
AE Wealth Management
Kansas
$9.77M -$32.9M -429,428 -77%
PFBT
210
Parkside Financial Bank & Trust
Missouri
$9.74M +$973K +12,695 +11%
KAS
211
Kestra Advisory Services
Texas
$9.73M -$151K -1,976 -2%
TWA
212
Trellis Wealth Advisors
California
$9.63M +$18.2K +238 +0.2%
EF
213
Exeter Financial
Arizona
$9.63M +$121K +1,583 +1%
EWA
214
Exencial Wealth Advisors
Oklahoma
$9.61M -$7.22M -94,124 -43%
EC
215
Eaton-Cambridge
Arizona
$9.61M +$2.05M +26,704 +27%
EWA
216
Elevate Wealth Advisory
Georgia
$9.58M -$188K -2,446 -2%
HL
217
HeadInvest LLC
Maine
$9.47M -$130K -1,698 -1%
FMC
218
First Merchants Corp
Indiana
$9.44M -$1.95M -25,437 -17%
HWM
219
HB Wealth Management
Georgia
$9.35M -$6.13M -80,003 -40%
APC
220
Aspire Private Capital
North Carolina
$9.32M +$462K +6,023 +5%
SC
221
Scotia Capital
Ontario, Canada
$9.3M -$12.7K -166 -0.1%
FHC
222
First Heartland Consultants
Missouri
$9.27M +$1.74M +26,693 +23%
Legacy Financial Group (Iowa)
223
Legacy Financial Group (Iowa)
Iowa
$9.2M +$8.52M +111,176 +1,269%
WLIM
224
White Lighthouse Investment Management
Massachusetts
$9.12M -$300K -3,907 -3%
WFL
225
Wealth Forward LLC
North Dakota
$9.07M +$251K +3,269 +3%