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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 %
RC
301
Roundview Capital
New Jersey
$5.95M -$538K -7,031 -8%
IA
302
IFG Advisors
Missouri
$5.95M +$1.45M +18,967 +32%
CCG
303
Chatham Capital Group
Georgia
$5.94M -$70.4K -920 -1%
WF
304
Welch & Forbes
Massachusetts
$5.92M -$420K -5,494 -7%
RLWM
305
RF&L Wealth Management
Massachusetts
$5.92M -$207K -2,710 -3%
MWM
306
McNaughton Wealth Management
California
$5.89M -$145K -1,892 -2%
PFG
307
PAX Financial Group
Texas
$5.82M +$18.4K +241 +0.3%
TNB
308
Thomasville National Bank
Georgia
$5.81M -$109K -1,419 -2%
ASN
309
Advisory Services Network
Georgia
$5.8M +$627K +8,195 +12%
DAS
310
Dynamic Advisor Solutions
Arizona
$5.8M +$804K +10,507 +16%
JWCA
311
J.W. Cole Advisors
Florida
$5.66M -$1.18M -15,413 -17%
WDC
312
Woodward Diversified Capital
California
$5.62M -$699K -9,142 -11%
KAH
313
Kathryn A. Hall
$5.54M – – –
FNBT
314
FineMark National Bank & Trust
Florida
$5.54M -$334K -4,368 -6%
AW
315
Avion Wealth
Texas
$5.53M -$3.22M -42,824 -37%
EP
316
Essential Planning
New Hampshire
$5.51M +$45.9K +603 +0.8%
LSA
317
Lansing Street Advisors
Pennsylvania
$5.5M -$175K -2,284 -3%
GM
318
GeoWealth Management
Illinois
$5.5M +$449K +5,870 +9%
CAM
319
Cresset Asset Management
Illinois
$5.49M -$840K -10,977 -13%
DWA
320
Delap Wealth Advisory
Oregon
$5.48M -$71.7K -937 -1%
SWM
321
Soundmark Wealth Management
Washington
$5.46M -$43.3K -566 -0.8%
CWM
322
Concentric Wealth Management
California
$5.4M -$658K -8,605 -11%
SIA
323
SeaBridge Investment Advisors
New Jersey
$5.4M -$889K -11,623 -14%
AA
324
Alesco Advisors
New York
$5.29M +$1.57M +20,469 +42%
BTIM
325
BancFirst Trust & Investment Management
Oklahoma
$5.29M +$548K +7,183 +12%
11 12
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