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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 %
PFA
326
Pure Financial Advisors
California
$5.26M -$199K -2,596 -4%
SC
327
Slow Capital
California
$5.23M +$729K +9,527 +16%
IWM
328
IHT Wealth Management
Illinois
$5.22M +$2.48M +32,470 +91%
ACA
329
Ackerman Capital Advisors
Texas
$5.18M -$5.41M -70,740 -51%
AWA
330
Archvest Wealth Advisors
California
$5.16M +$399K +5,219 +8%
PWM
331
Perigon Wealth Management
California
$5.15M +$443K +5,790 +9%
SWM
332
Spire Wealth Management
Virginia
$5.15M +$292K +3,817 +6%
WEG
333
World Equity Group
Illinois
$5.08M +$2.29M +30,926 +82%
MWM
334
Meridian Wealth Management
Kentucky
$5.06M +$12.1K +158 +0.2%
GWP
335
Gateway Wealth Partners
Wisconsin
$5.03M +$87.7K +1,146 +2%
BOH
336
Bank of Hawaii
Hawaii
$4.99M -$255K -3,335 -5%
PCA
337
Prosperity Capital Advisors
Ohio
$4.96M +$2.87M +37,473 +137%
FHB
338
First Hawaiian Bank
Hawaii
$4.9M -$99.3K -1,298 -2%
NCM
339
New Capital Management
Texas
$4.84M -$651K -8,512 -12%
HIA
340
HTG Investment Advisors
Connecticut
$4.76M +$353K +4,611 +8%
Brown Advisory
341
Brown Advisory
Maryland
$4.75M -$459K -6,000 -9%
CWM
342
Cranbrook Wealth Management
Michigan
$4.75M -$1.39M -18,227 -23%
WFAG
343
Wescott Financial Advisory Group
Pennsylvania
$4.73M -$108K -1,413 -2%
PFBT
344
Parkside Financial Bank & Trust
Missouri
$4.68M +$285K +3,720 +6%
PA
345
PFG Advisors
Arizona
$4.68M +$1.35M +17,592 +40%
UA
346
Unison Advisors
District of Columbia
$4.65M -$193K -2,518 -4%
PP
347
Prosperity Planning
Missouri
$4.64M -$4.38M -41,890 Closed
OPWM
348
Oakwell Private Wealth Management
Texas
$4.57M -$1.04M -13,613 -19%
TWA
349
Trellis Wealth Advisors
California
$4.54M +$1.85M +24,153 +69%
GLR
350
Great Lakes Retirement
Ohio
$4.44M +$4.44M +57,993 New
12 13
14
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