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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,132 hedge funds and large institutions have $30.6B invested in Vanguard Short-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 433 increasing their positions, 486 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-33
Holders Change %
-2.83%
% of All Funds
18.12%
Holding in Top 10
153
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-11.05%
% of All Funds
2.45%
New
84
Increased
433
Reduced
486
Closed
82
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$56K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.1B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.02B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.06B
4
WL
WIT LLC
District of Columbia
$147M
5
EA
Efficient Advisors
Ohio
$68.2M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$59.3M
2
MFG
Merit Financial Group
Georgia
$20.1M
3
Truist Financial
Truist Financial
North Carolina
$121M
4
APP
Avantax Planning Partners
Iowa
$2.7M
5
Bank of America
Bank of America
North Carolina
$928M
Name Holding Trade Value Shares
Change 		Shares
Change %
DE
251
Day & Ennis
Georgia
$8.34M +$99.4K +1,300 +1%
HFRG
252
Houlihan Financial Resource Group
Virginia
$8.34M +$31.2K +408 +0.4%
ONB
253
Old National Bancorp
Indiana
$8.28M +$3.45M +45,041 +71%
CFGS
254
Concourse Financial Group Securities
Alabama
$8.27M -$218K -2,853 -3%
SFMG
255
Sage Financial Management Group
Virginia
$8.21M -$1.41M -18,430 -15%
CIA
256
Capital Investment Advisors
Georgia
$8.21M -$486K -6,350 -6%
RWM
257
Rockwood Wealth Management
Pennsylvania
$8.2M +$1.73M +22,572 +27%
VF
258
Vawter Financial
Ohio
$8.19M +$837K +10,947 +11%
Natixis Advisors
259
Natixis Advisors
Massachusetts
$8.08M +$545K +7,121 +7%
MC
260
Minot Capital
Colorado
$8.01M -$508K -6,635 -6%
WA
261
WBH Advisory
Maryland
$7.99M +$7.99M +104,462 New
BHWA
262
Beacon Harbor Wealth Advisors
Virginia
$7.99M -$883K -11,547 -10%
EWA
263
EverSource Wealth Advisors
Alabama
$7.97M +$1.03M +13,484 +15%
APC
264
Aspire Private Capital
North Carolina
$7.96M +$95.8K +1,253 +1%
Bessemer Group
265
Bessemer Group
New Jersey
$7.95M +$6.42M +83,915 +419%
CPRC
266
Consolidated Portfolio Review Corp
New York
$7.94M +$7.94M +103,852 New
HWM
267
HFG Wealth Management
Texas
$7.94M +$7.94M +103,770 New
SC
268
Scotia Capital
Ontario, Canada
$7.87M +$1.16M +15,138 +17%
ACA
269
Affinity Capital Advisors
California
$7.87M +$179K +2,336 +2%
IWC
270
Integrated Wealth Concepts
Massachusetts
$7.84M -$2.24M -29,323 -22%
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$7.77M -$2.6M -34,000 -25%
CAM
272
Clark Asset Management
New Hampshire
$7.68M +$1.35M +17,709 +21%
CA
273
CGN Advisors
Kansas
$7.61M -$2.03M -26,585 -21%
DCM
274
Disciplina Capital Management
Tennessee
$7.47M +$137K +1,790 +2%
MA
275
Mutual Advisors
Nebraska
$7.43M -$491K -6,423 -6%
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