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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,136 hedge funds and large institutions have $30.3B invested in Vanguard Short-Term Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 420 increasing their positions, 488 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+4
Holders Change %
+0.35%
% of All Funds
17.92%
Holding in Top 10
132
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-13.73%
% of All Funds
2.08%
New
92
Increased
420
Reduced
488
Closed
78
Calls
$725K
Puts
$219K
Net Calls
+$506K
Net Calls Change
+$238K

Top Buyers

1
AF
Allworth Financial
California
+$368M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$244M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$215M
4
Northern Trust
Northern Trust
Illinois
+$161M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$506M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$260M
3
SWG
Summit Wealth Group
Vermont
-$125M
4
Osaic Holdings
Osaic Holdings
Arizona
-$117M
5
Bank of America
Bank of America
North Carolina
-$77.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
551
Maripau Wealth Management
Indiana
$1.41M +$13.1K +173 +0.9%
NRI
552
NFP Retirement Inc
California
$1.39M +$257K +3,404 +23%
FIM
553
Freedom Investment Management
Connecticut
$1.37M -$2.98M -39,468 -68%
GWCM
554
Godshalk Welsh Capital Management
Pennsylvania
$1.36M +$43.2K +572 +3%
CPA
555
Capital Performance Advisors
California
$1.36M +$68.9K +912 +5%
MPCL
556
My Personal CFO LLC
Washington
$1.36M +$626K +8,280 +85%
BFA
557
Bragg Financial Advisors
North Carolina
$1.35M +$557K +7,370 +70%
CW
558
Channel Wealth
California
$1.35M -$240K -3,181 -15%
LWM
559
Laidlaw Wealth Management
New York
$1.35M -$81.3K -1,076 -6%
MCA
560
Maryland Capital Advisors
Maryland
$1.35M -$66.3K -877 -5%
HFS
561
Howard Financial Services
Texas
$1.34M +$300K +3,976 +29%
RAG
562
RIA Advisory Group
Iowa
$1.34M -$342K -4,529 -20%
MFG
563
Merit Financial Group
Georgia
$1.33M -$18.5M -244,715 -93%
Neuberger Berman Group
564
Neuberger Berman Group
New York
$1.33M -$11M -145,811 -89%
Financial Engines Advisors
565
Financial Engines Advisors
California
$1.32M +$30.2K +399 +2%
SOS
566
Silver Oak Securities
Tennessee
$1.32M +$1.1M +14,611 +524%
PFG
567
Pacific Financial Group
Washington
$1.31M +$3.55K +47 +0.3%
EK
568
Evensky & Katz
Florida
$1.3M -$95.2K -1,259 -7%
WB
569
WesBanco Bank
West Virginia
$1.29M +$64.4K +852 +5%
RFG
570
Range Financial Group
Oregon
$1.28M +$1.28M +16,997 New
ACI
571
Alpha Cubed Investments
California
$1.28M +$416K +5,506 +48%
FIB
572
First Interstate Bank
Montana
$1.28M -$17.3K -229 -1%
KTC
573
Kistler-Tiffany Companies
Pennsylvania
$1.28M +$1.22M +16,083 +1,885%
KFS
574
Kelly Financial Services
Massachusetts
$1.28M -$58.6K -776 -4%
SWM
575
SeaCrest Wealth Management
New York
$1.27M -$58K -768 -4%
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