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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,198 hedge funds and large institutions have $29B invested in Vanguard Short-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 400 increasing their positions, 515 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
+75
Holders Change %
+6.68%
% of All Funds
17.56%
Holding in Top 10
139
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.92%
% of All Funds
2.04%
New
176
Increased
400
Reduced
515
Closed
82
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$393K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.46B
2
Goldman Sachs
Goldman Sachs
New York
$2.13B
3
Northern Trust
Northern Trust
Illinois
$677M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.6B
5
MIS
Morningstar Investment Services
Illinois
$290M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$24M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.58B
3
UCFA
United Capital Financial Advisors
Texas
$415M
4
Osaic Holdings
Osaic Holdings
Arizona
$196M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$1.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
301
Crabel Capital Management
California
$5.66M +$3.65M +47,377 +181%
Thrivent Financial for Lutherans
302
Thrivent Financial for Lutherans
Minnesota
$5.61M -$1.89M -24,498 -25%
TFG
303
Team Financial Group
California
$5.6M +$228K +2,956 +4%
DFC
304
DBK Financial Counsel
Ohio
$5.58M -$415K -5,389 -7%
TC
305
Telemus Capital
Michigan
$5.53M -$773K -10,042 -12%
FWM
306
Forza Wealth Management
Florida
$5.49M +$2.09M +27,175 +62%
MWM
307
Meridian Wealth Management
Kentucky
$5.39M +$1.4M +18,178 +35%
ACA
308
Affinity Capital Advisors
California
$5.38M -$2.11M -27,432 -28%
IA
309
IFG Advisory
Georgia
$5.36M -$376K -4,887 -7%
PFG
310
PAX Financial Group
Texas
$5.35M -$1.4M -18,295 -21%
FAIM
311
Financial Advocates Investment Management
Washington
$5.34M +$390K +5,063 +8%
RG
312
Rathbones Group
United Kingdom
$5.27M -$640K -8,306 -11%
SFG
313
SNS Financial Group
Minnesota
$5.26M +$4.24M +55,008 +412%
BOH
314
Bank of Hawaii
Hawaii
$5.2M +$164K +2,126 +3%
NCM
315
Neumann Capital Management
California
$5.17M +$1.98M +25,700 +62%
EP
316
Essential Planning
New Hampshire
$5.11M -$354K -4,593 -6%
CSB
317
City State Bank
Iowa
$5M +$2.41M +31,328 +93%
CPRC
318
Consolidated Portfolio Review Corp
New York
$4.98M +$59.9K +778 +1%
HTIM
319
Harbour Trust & Investment Management
Indiana
$4.95M +$4.95M +64,302 New
CIBC World Market
320
CIBC World Market
Ontario, Canada
$4.95M +$1.89M +24,508 +62%
Brown Advisory
321
Brown Advisory
Maryland
$4.95M -$39.1K -508 -0.8%
BTIM
322
BancFirst Trust & Investment Management
Oklahoma
$4.91M -$103K -1,344 -2%
PFA
323
Pure Financial Advisors
California
$4.9M -$1.07M -13,871 -18%
WT
324
Whittier Trust
California
$4.9M +$1.35M +17,541 +38%
CCA
325
Clarity Capital Advisors
Florida
$4.86M +$4.86M +63,079 New
11 12
13
14 15