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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,136 hedge funds and large institutions have $30.3B invested in Vanguard Short-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 420 increasing their positions, 488 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
17.92%
Holding in Top 10
132
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-13.73%
% of All Funds
2.08%
New
92
Increased
420
Reduced
488
Closed
78
Calls
$725K
Puts
$219K
Net Calls
+$506K
Net Calls Change
+$238K

Top Buyers

1
AF
1
Allworth Financial
California
$882M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.26B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.3B
4
Northern Trust
4
Northern Trust
Illinois
$361M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.14B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.31B
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$2.12B
3
SWG
3
Summit Wealth Group
Vermont
$1.26M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$571M
5
Bank of America
5
Bank of America
North Carolina
$840M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
276
Stephens Consulting
Michigan
$6.63M +$3.67M +48,571 +124%
DJSG
277
D.J. St. Germain
Massachusetts
$6.61M +$6.61M +87,500 New
SIA
278
Strategic Investment Advisors
Michigan
$6.55M +$3.21M +42,528 +96%
RIA
279
Regal Investment Advisors
Michigan
$6.52M -$1.36K -18 -0%
DFC
280
DBK Financial Counsel
Ohio
$6.52M -$307K -4,058 -4%
SCA
281
Sandy Cove Advisors
Massachusetts
$6.51M -$1.9M -25,107 -23%
ACM
282
Arcataur Capital Management
Wisconsin
$6.47M +$6.47M +85,575 New
FAT
283
First American Trust
California
$6.37M -$3.87M -51,179 -38%
CWM
284
Concentric Wealth Management
California
$6.36M +$1.02M +13,490 +19%
WA
285
Wealth Architects
California
$6.33M +$450K +5,961 +8%
KIM
286
Karpus Investment Management
New York
$6.33M -$3.09M -40,950 -33%
HNB
287
Huntington National Bank
Ohio
$6.29M -$6.73M – –
IA
288
IFG Advisors
Missouri
$6.17M +$294K +3,896 +5%
KJWM
289
Kiley Juergens Wealth Management
Washington
$6.14M +$71.6K +947 +1%
JWCA
290
J.W. Cole Advisors
Florida
$6.08M +$483K +6,391 +9%
SWM
291
Soundmark Wealth Management
Washington
$6.06M +$663K +8,769 +12%
MWP
292
Moller Wealth Partners
$6.02M -$127K -1,680 -2%
FIS
293
Fischer Investment Strategies
California
$6.01M +$6.01M +79,468 New
CCG
294
Chatham Capital Group
Georgia
$5.89M +$23K +305 +0.4%
MWM
295
McNaughton Wealth Management
California
$5.79M -$30.2K -399 -0.5%
RLWM
296
RF&L Wealth Management
Massachusetts
$5.76M -$86.7K -1,147 -1%
RC
297
Roundview Capital
New Jersey
$5.74M -$140K -1,856 -2%
PFBT
298
Parkside Financial Bank & Trust
Missouri
$5.69M +$1.06M +14,073 +23%
ASN
299
Advisory Services Network
Georgia
$5.68M -$48.5K -642 -0.8%
NGA
300
Naples Global Advisors
Florida
$5.67M +$4.5M +59,551 +384%
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