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Vanguard Short-Term Bond ETF
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Overview Fund Activity

554 hedge funds and large institutions have $11.3B invested in Vanguard Short-Term Bond ETF in 2016 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 220 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+47
Holders Change %
+9.27%
% of All Funds
13.87%
Holding in Top 10
75
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.05%
% of All Funds
1.88%
New
94
Increased
220
Reduced
175
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
Catalyst Capital Advisors
New York
$367M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$190M
3
Wells Fargo
Wells Fargo
California
$1.1B
4
USAA
United Services Automobile Association
Texas
$283M
5
TCT
TIAA CREF Trust
Missouri
$1.1B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.55B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$62.3M
3
AP
Agilis Partners
Massachusetts
$0
4
UBS Group
UBS Group
Switzerland
$215M
5
AA
ALPS Advisors
Colorado
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
376
Whitegate Investment Counselors
New Hampshire
$461K – – –
ECAM
377
East Coast Asset Management
Massachusetts
$455K – – –
RFA
378
Reilly Financial Advisors
California
$453K +$1.19K +15 +0.3%
PSW
379
Portfolio Strategies (Washington)
Washington
$453K +$453K +5,697 New
LC
380
Lourd Capital
California
$445K – – –
GS
381
Girard Securities
California
$442K +$168K +2,114 +61%
FPFS
382
First Personal Financial Services
North Carolina
$440K +$64.3K +809 +17%
LC
383
LCNB Corp
Ohio
$426K +$426K +5,352 New
KF
384
Krilogy Financial
Missouri
$419K -$636K -8,003 -60%
WA
385
WBH Advisory
Maryland
$419K +$12.3K +155 +3%
Invesco
386
Invesco
Georgia
$415K -$13K -163 -3%
BFPW
387
BOK Financial Private Wealth
Colorado
$409K – – –
CTB
388
Country Trust Bank
Illinois
$409K +$196K +2,467 +92%
MSAM
389
Moloney Securities Asset Management
Missouri
$408K +$408K +5,131 New
Betterment LLC
390
Betterment LLC
New York
$403K +$403K +5,074 New
Franklin Resources
391
Franklin Resources
California
$398K – – –
EWA
392
Exencial Wealth Advisors
Oklahoma
$388K +$3.74K +47 +1%
JFGIW
393
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$387K -$64.9K -816 -14%
WCA
394
Westover Capital Advisors
Delaware
$384K -$24K -302 -6%
CL
395
Choreo LLC
Illinois
$375K -$7.78K -98 -2%
SHIM
396
Stone House Investment Management
Pennsylvania
$375K +$375K +4,721 New
BNP Paribas Financial Markets
397
BNP Paribas Financial Markets
France
$374K +$285K +3,590 +320%
Vanguard Group
398
Vanguard Group
Pennsylvania
$374K +$169K +2,127 +82%
AC
399
Addison Capital
Pennsylvania
$367K -$10.6K -133 -3%
WIM
400
Weitz Investment Management
Nebraska
$366K +$366K +4,609 New
14 15
16
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