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Vanguard Short-Term Bond ETF
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Overview Fund Activity

339 hedge funds and large institutions have $7.67B invested in Vanguard Short-Term Bond ETF in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
9.85%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
1.31%
New
64
Increased
140
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
$80M
2
Bank of America
Bank of America
North Carolina
$1.43B
3
Morgan Stanley
Morgan Stanley
New York
$556M
4
TCT
TIAA CREF Trust
Missouri
$693M
5
Wells Fargo
Wells Fargo
California
$1.01B

Top Sellers

1
WCM
Windham Capital Management
Massachusetts
$1.48M
2
EFM
Equinox Fund Management
Colorado
$77.7M
3
Ameriprise
Ameriprise
Minnesota
$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$277M
5
LPL Financial
LPL Financial
California
$74.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
226
Country Club Trust
Missouri
$589K +$22.4K +280 +4%
AP
227
Advisors Preferred
Maryland
$583K +$583K +7,300 New
LIM
228
Loudon Investment Management
New Hampshire
$578K +$578K +7,230 New
BJL
229
Brighton Jones LLC
Washington
$564K +$400 +5 +0.1%
AIS
230
American Investment Services
Massachusetts
$527K +$192K +2,405 +57%
NES
231
New England Securities
New York
$526K +$213K +2,663 +68%
SC
232
Scotia Capital
Ontario, Canada
$517K +$57.6K +721 +13%
BWFA
233
Baltimore-Washington Financial Advisors
Maryland
$510K +$94.7K +1,184 +23%
BSW
234
Buckingham Strategic Wealth
Missouri
$503K +$122K +1,533 +32%
AWA
235
Arete Wealth Advisors
Illinois
$492K +$492K +6,150 New
WRTC
236
Wind River Trust Company
Wyoming
$491K +$99.1K +1,243 +25%
TC
237
Taylor Cottrill
New Hampshire
$483K – – –
SAM
238
Shamrock Asset Management
Texas
$482K -$26.7K -334 -5%
NFG
239
Nadler Financial Group
Illinois
$469K +$320 +4 +0.1%
LC
240
Lourd Capital
California
$448K – – –
V
241
Veritable
Delaware
$443K +$639 +8 +0.1%
BFA
242
Bragg Financial Advisors
North Carolina
$440K – – –
PAG
243
Private Advisor Group
New Jersey
$438K +$438K +5,479 New
JIC
244
Johnson Investment Counsel
Ohio
$436K -$85.7K -1,075 -16%
MBT
245
Montecito Bank & Trust
California
$425K +$425K +5,317 New
GIP
246
Greatmark Investment Partners
Georgia
$421K -$27.2K -340 -6%
RJT
247
Raymond James Trust
Florida
$414K – – –
OC
248
Oppenheimer & Co
New York
$411K +$68K +851 +20%
AW
249
ACG Wealth
Georgia
$410K +$410K +5,125 New
CC
250
Courier Capital
New York
$403K +$18.2K +228 +5%
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