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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,136 hedge funds and large institutions have $30.3B invested in Vanguard Short-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 420 increasing their positions, 488 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
17.92%
Holding in Top 10
132
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-13.73%
% of All Funds
2.08%
New
92
Increased
420
Reduced
488
Closed
78
Calls
$725K
Puts
$219K
Net Calls
+$506K
Net Calls Change
+$238K

Top Buyers

1
AF
Allworth Financial
California
+$368M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$244M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$215M
4
Northern Trust
Northern Trust
Illinois
+$161M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$506M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$260M
3
SWG
Summit Wealth Group
Vermont
-$125M
4
Osaic Holdings
Osaic Holdings
Arizona
-$117M
5
Bank of America
Bank of America
North Carolina
-$77.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
451
Cornerstone Wealth Management
Missouri
$2.25M -$203K -2,681 -8%
CCB
452
Country Club Bank
Missouri
$2.24M -$48.6K -644 -2%
KWM
453
Kingsview Wealth Management
Oregon
$2.22M -$293K -3,880 -12%
AWM
454
Avior Wealth Management
Nebraska
$2.21M -$803K -10,516 -27%
Vanguard Group
455
Vanguard Group
Pennsylvania
$2.21M +$543K +7,179 +33%
V
456
Veritable
Delaware
$2.19M +$48.4K +640 +2%
PL
457
Plancorp LLC
Missouri
$2.19M +$9.22K +122 +0.4%
GWMIA
458
Global Wealth Management Investment Advisory
Florida
$2.17M -$90.2K -1,194 -4%
CIBC World Market
459
CIBC World Market
Ontario, Canada
$2.17M +$573K +7,588 +36%
PW
460
Peninsula Wealth
California
$2.16M +$43.7K +578 +2%
SIA
461
Sage Investment Advisers
New York
$2.16M -$132K -1,746 -6%
JWS
462
Juncture Wealth Strategies
Arizona
$2.15M -$401K -5,302 -16%
TWC
463
TD Waterhouse Canada
Ontario, Canada
$2.15M -$446K -5,899 -17%
RJT
464
Raymond James Trust
Florida
$2.14M +$87.3K +1,155 +4%
AF
465
Apexium Financial
Texas
$2.13M -$38.3K -507 -2%
SW
466
SVB Wealth
Massachusetts
$2.12M -$449K -5,942 -17%
CGPCS
467
Capital Group Private Client Services
California
$2.11M +$239K +3,168 +13%
AA
468
Axiom Advisory
California
$2.06M +$4.23K +56 +0.2%
CPIG
469
Chicago Partners Investment Group
Illinois
$2.06M -$93K -1,233 -4%
PFP
470
Pinnacle Financial Partners
Tennessee
$2.05M -$662K -8,760 -24%
BFO
471
Biltmore Family Office
North Carolina
$2.03M -$1.79M -23,734 -47%
SFS
472
Sowell Financial Services
Arkansas
$2.02M -$661K -8,741 -25%
DWM
473
Drive Wealth Management
Utah
$1.99M +$151K +2,000 +8%
PWP
474
Perfromance Wealth Partners
Illinois
$1.98M +$160K +2,124 +9%
SCA
475
Snowden Capital Advisors
New York
$1.98M +$416K +5,510 +27%
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