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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
+$2.16B
2
Goldman Sachs
Goldman Sachs
New York
+$1.04B
3
Northern Trust
Northern Trust
Illinois
+$249M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$148M
5
MIS
Morningstar Investment Services
Illinois
+$144M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$500M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$397M
3
UCFA
United Capital Financial Advisors
Texas
-$345M
4
Osaic Holdings
Osaic Holdings
Arizona
-$193M
5
Empower Advisory Group
Empower Advisory Group
Colorado
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
476
Main Street Financial Solutions
Pennsylvania
$2.25M -$110K -1,426 -5%
CSPAM
477
Cary Street Partners Asset Management
Virginia
$2.24M +$801K +10,406 +56%
GFWA
478
Grey Fox Wealth Advisors
Delaware
$2.24M -$67.5K -877 -3%
BFA
479
Bragg Financial Advisors
North Carolina
$2.22M +$144K +1,875 +7%
BF
480
BOK Financial
Oklahoma
$2.22M -$99.8K -1,296 -4%
AWA
481
Arbor Wealth Advisors
Michigan
$2.22M +$2.22M +28,829 New
CIA
482
Compass Ion Advisors
Pennsylvania
$2.2M -$151K -1,963 -6%
CAG
483
Csenge Advisory Group
Florida
$2.19M +$92.7K +1,203 +4%
PA
484
Parallel Advisors
California
$2.18M -$894K -11,602 -29%
AIM
485
AHL Investment Management
Florida
$2.18M -$3.24K -42 -0.1%
EH
486
Equitable Holdings
New York
$2.17M +$7.86K +102 +0.4%
MWM
487
Massachusetts Wealth Management
Massachusetts
$2.17M -$79.2K -1,028 -4%
Neuberger Berman Group
488
Neuberger Berman Group
New York
$2.15M +$1.04M +13,557 +95%
AWA
489
Arkadios Wealth Advisors
Georgia
$2.14M +$459K +5,959 +27%
AWM
490
Avior Wealth Management
Nebraska
$2.14M +$132K +1,696 +7%
SPIA
491
Steward Partners Investment Advisory
New York
$2.14M +$918K +11,913 +75%
CWC
492
Carolinas Wealth Consulting
North Carolina
$2.14M -$2.52M -32,749 -54%
RC
493
Roundview Capital
New Jersey
$2.13M -$3.17M -41,198 -60%
SAM
494
Simplify Asset Management
Nevada
$2.13M – – –
PBM
495
Propel Bio Management
California
$2.13M +$2.13M +27,712 New
AFO
496
Arrowroot Family Office
California
$2.12M -$357K -4,632 -14%
SOS
497
Silver Oak Securities
Tennessee
$2.12M +$1.9M +24,634 +835%
SF
498
Synovus Financial
Georgia
$2.11M +$52.6K +683 +3%
AA
499
Axiom Advisory
California
$2.1M -$3.24K -42 -0.2%
SWP
500
Summit Wealth Partners
Florida
$2.09M -$386K -5,008 -16%
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