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Vanguard Short-Term Bond ETF
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Overview Fund Activity

649 hedge funds and large institutions have $15B invested in Vanguard Short-Term Bond ETF in 2017 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 243 increasing their positions, 204 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+75
Holders Change %
+13.07%
% of All Funds
14.74%
Holding in Top 10
75
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.64%
% of All Funds
1.7%
New
121
Increased
243
Reduced
204
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.16B
2
TF
TIAA FSB
Florida
$1.47B
3
Bank of America
Bank of America
North Carolina
$4.38B
4
LPL Financial
LPL Financial
California
$107M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.27B

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$3.87M
2
ICOA
Investment Centers of America
North Dakota
$0
3
Lazard Asset Management
Lazard Asset Management
New York
$3.49M
4
PI
Pachira Investments
California
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
226
Peterson Wealth Advisors
Utah
$2.57M +$2.57M +32,467 New
EIG
227
Ellenbecker Investment Group
Wisconsin
$2.57M +$2.57M +32,435 New
GWM
228
Greenwich Wealth Management
Connecticut
$2.54M -$188K -2,372 -7%
OAM
229
Oppenheimer Asset Management
New York
$2.53M – – –
CWM
230
Confluence Wealth Management
Oregon
$2.52M -$346K -4,370 -12%
CM
231
Columbus Macro
Pennsylvania
$2.5M +$2.5M +31,635 New
CCM
232
Coe Capital Management
Illinois
$2.48M -$207K -2,611 -8%
LNC
233
Lincoln National Corp
Pennsylvania
$2.48M +$1.3M +16,405 +110%
PFBT
234
Parkside Financial Bank & Trust
Missouri
$2.47M -$484K -6,114 -16%
NEPWA
235
New England Private Wealth Advisors
Massachusetts
$2.47M +$10.4K +131 +0.4%
EAMA
236
EFG Asset Management (Americas)
Florida
$2.45M -$503K -6,364 -17%
CCWA
237
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.44M +$903K +11,418 +59%
SEI Investments
238
SEI Investments
Pennsylvania
$2.41M -$37.5K -474 -2%
AW
239
Alpha Windward
Massachusetts
$2.39M -$75.9K -960 -3%
EAM
240
Evanson Asset Management
California
$2.36M -$194K -2,447 -8%
HJA
241
Hugh Johnson Advisors
New York
$2.34M -$32.4K -409 -1%
CFB
242
Cullen/Frost Bankers
Texas
$2.3M +$244K +3,089 +12%
NWM
243
Northwest Wealth Management
Iowa
$2.3M -$1.6M -20,223 -41%
CT
244
Coastline Trust
Rhode Island
$2.27M +$41.9K +530 +2%
Betterment LLC
245
Betterment LLC
New York
$2.26M +$499K +6,311 +28%
PFS
246
Prospera Financial Services
Texas
$2.26M -$189K -2,393 -8%
JWM
247
Jackson Wealth Management
Florida
$2.2M -$2.25M -28,560 -51%
IA
248
IFP Advisors
Florida
$2.17M -$307K -3,884 -12%
CAM
249
Columbia Asset Management
Michigan
$2.17M +$1.08M +13,615 +99%
ACM
250
AlphaStar Capital Management
North Carolina
$2.16M +$2.16M +27,244 New
8 9
10
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