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Vanguard Short-Term Bond ETF
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Overview Fund Activity

826 hedge funds and large institutions have $13.3B invested in Vanguard Short-Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 328 increasing their positions, 225 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
+100
Holders Change %
+13.77%
% of All Funds
16.31%
Holding in Top 10
75
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.05%
% of All Funds
1.48%
New
157
Increased
328
Reduced
225
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
Truepoint Inc
Ohio
+$105M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$100M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$87.7M
4
Truist Financial
Truist Financial
North Carolina
+$87.5M
5
PCA
Personal Capital Advisors
California
+$56.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$73.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$34.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$32.1M
4
FMT
First Mercantile Trust
Tennessee
-$26.1M
5
M&T Bank
M&T Bank
New York
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
501
Meridian Investment Counsel
California
$534K – – –
PWM
502
Perigon Wealth Management
California
$532K +$532K +6,586 New
ZF
503
Zhang Financial
Michigan
$530K -$19.7K -245 -4%
BFA
504
Beacon Financial Advisory
Ohio
$522K +$522K +6,480 New
PCS
505
Personal CFO Solutions
New Jersey
$519K -$163K -2,021 -24%
DTC
506
Davidson Trust Company
Washington
$518K +$518K +6,435 New
B
507
Bridgeworth
Alabama
$516K +$11.9K +148 +2%
Lido Advisors
508
Lido Advisors
California
$510K +$510K +6,332 New
WA
509
WBH Advisory
Maryland
$507K +$134K +1,660 +36%
MM
510
Main Management
California
$503K – – –
RI
511
Ridgewood Investments
New Jersey
$502K +$19.4K +241 +4%
FHA
512
Flagship Harbor Advisors
Massachusetts
$499K +$37.7K +468 +8%
ECA
513
Elevated Capital Advisors
Utah
$499K +$499K +6,188 New
SHWM
514
Smith & Howard Wealth Management
Georgia
$497K -$71.9K -892 -13%
TFA
515
TPG Financial Advisors
Oregon
$497K -$6.61K -82 -1%
RVM
516
Robinson Value Management
Texas
$496K +$496K +6,147 New
SCA
517
Snowden Capital Advisors
New York
$496K +$34.6K +429 +7%
KFA
518
Kelleher Financial Advisors
New York
$491K +$120K +1,489 +32%
EWM
519
Evermay Wealth Management
Virginia
$487K – – –
PA
520
Pinnacle Associates
New York
$487K +$161 +2 +0%
HCP
521
Holt Capital Partners
Texas
$479K -$1.77K -22 -0.4%
TTWM
522
TCV Trust & Wealth Management
Virginia
$475K -$33.4K -415 -7%
SC
523
Stratford Consulting
Texas
$475K +$2.5K +31 +0.5%
REMPR
524
Roof Eidam Maycock Peralta (REMP)
California
$474K -$32.2K -400 -6%
SAM
525
S.A. Mason
Michigan
$464K +$464K +5,758 New
19 20
21
22 23