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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.

Holders
1,198
Holders Change
+75
Holders Change %
+6.68%
% of All Funds
17.57%
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
1
Morgan Stanley
New York
$4.46B
2
Goldman Sachs
2
Goldman Sachs
New York
$2.13B
3
Northern Trust
3
Northern Trust
Illinois
$677M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.6B
5
MIS
5
Morningstar Investment Services
Illinois
$290M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$24M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.58B
3
UCFA
3
United Capital Financial Advisors
Texas
$415M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$196M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$1.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$192M +$1.46M +18,897 +0.8%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$179M -$1.4M -18,129 -0.8%
CCM
28
Carlson Capital Management
Minnesota
$123M +$13.2M +170,981 +12%
WL
29
WIT LLC
District of Columbia
$115M – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$115M -$2.11M -27,460 -2%
BSW
31
Buckingham Strategic Wealth
Missouri
$114M -$6.62M -85,926 -5%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$113M +$7.37M +95,684 +7%
Ameriprise
33
Ameriprise
Minnesota
$108M +$2.72M +35,445 +3%
ST
34
Smithfield Trust
Pennsylvania
$108M -$3.59M -46,615 -3%
AC
35
Apella Capital
Connecticut
$107M +$17.9M +233,681 +20%
Truist Financial
36
Truist Financial
North Carolina
$102M -$2.37M -30,740 -2%
RJA
37
Raymond James & Associates
Florida
$95.4M -$2.42M -31,434 -2%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$82.5M -$3.2M -41,522 -4%
WCWM
39
Willow Creek Wealth Management
California
$79.2M +$435K +5,644 +0.6%
RIM
40
RW Investment Management
Idaho
$75.9M +$4.77M +61,949 +7%
VA
41
Valmark Advisers
Ohio
$74.1M +$1.05M +13,613 +1%
DPI
42
Diversified Portfolios Inc
Michigan
$72.2M +$2.33M +30,204 +3%
PCIA
43
Prime Capital Investment Advisors
Kansas
$69.5M +$47.8M +620,172 +220%
DC
44
Davenport & Co
Virginia
$69.4M +$308K +3,995 +0.4%
US Bancorp
45
US Bancorp
Minnesota
$67.1M -$5.1M -66,235 -7%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$64M +$2.31M +30,025 +4%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$62.9M -$43.9M -569,632 -41%
MML Investors Services
48
MML Investors Services
Massachusetts
$62.6M +$4.44M +57,590 +8%
EA
49
Efficient Advisors
Ohio
$62.5M -$4.77M -61,950 -7%
DADC
50
D.A. Davidson & Co
Montana
$62M +$65.2K +846 +0.1%
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