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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,132 hedge funds and large institutions have $30.6B invested in Vanguard Short-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 433 increasing their positions, 486 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-33
Holders Change %
-2.83%
% of All Funds
18.12%
Holding in Top 10
153
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-11.05%
% of All Funds
2.45%
New
84
Increased
433
Reduced
486
Closed
82
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$56K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$436M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$144M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$92.1M
4
WL
WIT LLC
District of Columbia
+$66.9M
5
EA
Efficient Advisors
Ohio
+$48.9M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$142M
2
MFG
Merit Financial Group
Georgia
-$110M
3
Truist Financial
Truist Financial
North Carolina
-$92.4M
4
APP
Avantax Planning Partners
Iowa
-$84.9M
5
Bank of America
Bank of America
North Carolina
-$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
551
Marcum Wealth
Ohio
$1.57M -$612K -8,004 -28%
SPIA
552
Steward Partners Investment Advisory
New York
$1.56M -$159K -2,085 -9%
AIM
553
Arcadia Investment Management
Michigan
$1.55M – – –
AFGAS
554
Allegiance Financial Group Advisory Services
Virginia
$1.54M +$249K +3,255 +19%
DIM
555
Delta Investment Management
California
$1.54M +$69.6K +910 +5%
WHG
556
Westwood Holdings Group
Texas
$1.5M +$792K +10,354 +112%
SWA
557
Sax Wealth Advisors
New Jersey
$1.49M -$101K -1,317 -6%
FRA
558
Frank Rimerman Advisors
California
$1.49M – – –
SEP
559
Southland Equity Partners
Missouri
$1.47M -$4.44K -58 -0.3%
AWA
560
Aletheian Wealth Advisors
Washington
$1.46M +$50.6K +662 +4%
LWM
561
Laidlaw Wealth Management
New York
$1.45M -$98.9K -1,293 -6%
NCM
562
Neumann Capital Management
California
$1.45M +$344K +4,500 +31%
MSFS
563
Main Street Financial Solutions
Pennsylvania
$1.44M +$268K +3,505 +23%
MCA
564
Maryland Capital Advisors
Maryland
$1.43M -$30.1K -393 -2%
MWM
565
Maripau Wealth Management
Indiana
$1.42M +$13.2K +172 +0.9%
EK
566
Evensky & Katz
Florida
$1.41M +$34.7K +454 +3%
SIM
567
Stratos Investment Management
Ohio
$1.4M +$351K +4,587 +33%
ALWM
568
Andrews Lucia Wealth Management
California
$1.4M -$28.3K -370 -2%
SW
569
SMART Wealth
Nebraska
$1.37M -$715K -9,348 -34%
RWM
570
Ritholtz Wealth Management
New York
$1.36M -$11.5M -150,165 -89%
AIP
571
Almanack Investment Partners
Pennsylvania
$1.36M +$1.36M +17,808 New
CAMG
572
CWA Asset Management Group
Florida
$1.35M +$7.34K +96 +0.5%
KFS
573
Kelly Financial Services
Massachusetts
$1.35M +$262K +3,427 +24%
SWM
574
SeaCrest Wealth Management
New York
$1.34M +$132K +1,720 +11%
IC
575
IEQ Capital
California
$1.34M +$320K +4,186 +31%
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