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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 %
WFAG
326
Wescott Financial Advisory Group
Pennsylvania
$4.78M -$443K -5,752 -8%
LA
327
LM Advisors
California
$4.78M +$4.78M +62,050 New
CWM
328
Calamos Wealth Management
Illinois
$4.68M +$646K +8,392 +16%
ACM
329
AlphaStar Capital Management
North Carolina
$4.66M -$125K -1,617 -3%
ASN
330
Advisory Services Network
Georgia
$4.61M -$93.5K -1,214 -2%
MWP
331
Moller Wealth Partners
$4.52M -$1.4M -18,167 -24%
NAM
332
NorthCrest Asset Manangement
Minnesota
$4.52M +$564K +7,323 +14%
MOS
333
MGO One Seven
Ohio
$4.52M -$3.21M -41,718 -42%
CMBA
334
C.M. Bidwell & Associates
Hawaii
$4.5M +$453K +5,883 +11%
HNB
335
Huntington National Bank
Ohio
$4.46M -$4.5M – –
AWMNH
336
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.44M +$453K +5,882 +11%
RIM
337
Rockbridge Investment Management
New York
$4.39M +$516K +6,698 +13%
ACA
338
Ackerman Capital Advisors
Texas
$4.39M +$1.31M +17,004 +43%
GRP
339
Global Retirement Partners
California
$4.38M +$1.16M +15,007 +36%
BMCM
340
Bryn Mawr Capital Management
Pennsylvania
$4.37M +$4.06M +52,678 +1,291%
SWM
341
Spire Wealth Management
Virginia
$4.35M -$263K -3,419 -6%
TPWA
342
TRUE Private Wealth Advisors
Oregon
$4.35M -$5.04M -65,440 -54%
AW
343
Avion Wealth
Texas
$4.33M -$405K -5,254 -9%
SA
344
Sunesis Advisors
Kansas
$4.27M +$4.27M +55,495 New
IWC
345
Integrated Wealth Concepts
Massachusetts
$4.25M -$3.18M -41,288 -43%
FA
346
Flagstar Advisors
New York
$4.22M +$664K +8,627 +19%
HTC
347
Haverford Trust Company
Pennsylvania
$4.21M +$119K +1,540 +3%
ODA
348
One Degree Advisors
California
$4.2M +$4.2M +54,755 New
BAAM
349
Baker Avenue Asset Management
California
$4.15M -$3.84M -49,823 -48%
AG
350
Ascent Group
Virginia
$4.14M -$100K -1,305 -2%
12 13
14
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