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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 %
PA
526
PFG Advisors
Arizona
$1.84M -$38K -494 -2%
CA
527
Calton & Associates
Florida
$1.81M +$1.81M +23,502 New
JCIA
528
Jackson Creek Investment Advisors
Colorado
$1.8M +$3.47K +45 +0.2%
HWA
529
Hillcrest Wealth Advisors
New Jersey
$1.78M – – –
DWM
530
Dakota Wealth Management
Florida
$1.77M +$1.44M +18,733 +438%
UIA
531
UG Investment Advisers
Taiwan
$1.77M +$770K +10,000 +77%
RFP
532
RCS Financial Planning
Maryland
$1.77M +$74.5K +967 +4%
KFP
533
KMG Fiduciary Partners
Ohio
$1.76M +$7.63K +99 +0.4%
KWM
534
Kingsview Wealth Management
Oregon
$1.75M -$423K -5,494 -19%
AL
535
Aspiriant LLC
California
$1.75M -$330K -4,282 -16%
PMG
536
ProVise Management Group
Florida
$1.74M -$114K -1,483 -6%
WFPG
537
Waller Financial Planning Group
Ohio
$1.74M -$61.2K -795 -3%
GSEP
538
Golden State Equity Partners
California
$1.74M +$342K +4,442 +25%
CGPCS
539
Capital Group Private Client Services
California
$1.69M -$457K -5,940 -21%
SIM
540
Stratos Investment Management
Ohio
$1.69M +$95K +1,234 +6%
WTB
541
Washington Trust Bank
Washington
$1.68M +$775K +10,061 +86%
PAA
542
Peregrine Asset Advisers
Oregon
$1.68M -$379K -4,920 -18%
KeyBank National Association
543
KeyBank National Association
Ohio
$1.66M +$536K +6,960 +48%
AA
544
Advisory Alpha
Michigan
$1.65M +$33.9K +440 +2%
RFG
545
Range Financial Group
Oregon
$1.64M +$185K +2,398 +13%
Fiera Capital (Canada)
546
Fiera Capital (Canada)
Quebec, Canada
$1.63M – – –
PFS
547
Prospera Financial Services
Texas
$1.62M +$778K +10,103 +92%
SW
548
SMART Wealth
Nebraska
$1.62M -$27.1K -352 -2%
LFG
549
Larson Financial Group
Missouri
$1.6M -$85.6K -1,112 -5%
BCA
550
Ballentine Capital Advisors
South Carolina
$1.6M +$1.6M +20,773 New
20 21
22
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