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Vanguard Short-Term Bond ETF
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Overview Fund Activity

554 hedge funds and large institutions have $11.3B invested in Vanguard Short-Term Bond ETF in 2016 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 220 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+47
Holders Change %
+9.27%
% of All Funds
13.87%
Holding in Top 10
75
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.05%
% of All Funds
1.88%
New
94
Increased
220
Reduced
175
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
Catalyst Capital Advisors
New York
$367M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$190M
3
Wells Fargo
Wells Fargo
California
$1.1B
4
USAA
United Services Automobile Association
Texas
$283M
5
TCT
TIAA CREF Trust
Missouri
$1.1B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.55B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.3M
3
AP
Agilis Partners
Massachusetts
$0
4
UBS Group
UBS Group
Switzerland
$215M
5
AA
ALPS Advisors
Colorado
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
251
IHT Wealth Management
Illinois
$1.51M +$1.51M +19,057 New
WA
252
WP Advisors
California
$1.51M +$1.51M +19,043 New
FAN
253
Financial Advisors Network
California
$1.5M +$1.5M +18,888 New
WCM
254
Weik Capital Management
Pennsylvania
$1.49M +$27.9K +351 +2%
LNC
255
Lincoln National Corp
Pennsylvania
$1.47M +$158K +1,985 +12%
ZF
256
Zhang Financial
Michigan
$1.47M -$3.82K -48 -0.3%
PCFFS
257
Pacific Center for Financial Services
California
$1.47M +$1.47M +18,480 New
VC
258
Vicus Capital
Pennsylvania
$1.45M -$117K -1,473 -7%
PWM
259
Perigon Wealth Management
California
$1.44M -$398K -5,000 -22%
GIM
260
Goelzer Investment Management
Indiana
$1.43M +$172K +2,160 +14%
KA
261
Kovack Advisors
Florida
$1.4M +$46.4K +584 +3%
CHJWM
262
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.38M -$412K -5,185 -23%
BTW
263
Boston Trust Walden
Massachusetts
$1.37M – – –
SJIC
264
St. James Investment Company
Texas
$1.37M – – –
BIAS
265
Beacon Investment Advisory Services
New Jersey
$1.35M +$24.9K +313 +2%
GWM
266
Geneos Wealth Management
Colorado
$1.34M -$32.1K -404 -2%
NFG
267
Next Financial Group
Texas
$1.33M +$317K +3,995 +31%
ACP
268
Ashfield Capital Partners
California
$1.32M +$262K +3,303 +25%
WA
269
Wealth Architects
California
$1.31M +$571K +7,189 +77%
AIM
270
Arcadia Investment Management
Michigan
$1.29M +$279K +3,512 +28%
PAG
271
Pinnacle Advisory Group
Maryland
$1.28M -$74.1K -932 -5%
HWM
272
Highwater Wealth Management
Colorado
$1.27M +$101K +1,272 +9%
PIM
273
Penobscot Investment Management
Massachusetts
$1.26M +$34.6K +435 +3%
VCAM
274
Van Cleef Asset Management
Ohio
$1.22M +$172K +2,170 +17%
HSBC Holdings
275
HSBC Holdings
United Kingdom
$1.19M +$397K +5,000 +50%
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