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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 %
DWM
551
Drive Wealth Management
Utah
$1.59M – – –
AWP
552
Ascent Wealth Partners
New York
$1.59M +$4.24K +55 +0.3%
CICC
553
Capital Investment Counsel (Colorado)
Colorado
$1.59M +$1.59M +20,633 New
HR
554
Hardy Reed
Mississippi
$1.59M -$67.5K -876 -4%
RRCM
555
Rappaport Reiches Capital Management
Illinois
$1.59M +$204K +2,645 +15%
NJIM
556
Nabity-Jensen Investment Management
Nebraska
$1.57M +$1.57M +20,379 New
AIM
557
Allen Investment Management
New York
$1.56M +$7.93K +103 +0.5%
SP
558
Successful Portfolios
Florida
$1.55M +$452K +5,873 +41%
AP
559
Adero Partners
California
$1.55M -$84.7K -1,100 -5%
NS
560
NBC Securities
Alabama
$1.53M -$6.16K -80 -0.4%
DWS
561
Discipline Wealth Solutions
South Carolina
$1.51M +$1.51M +19,690 New
CA
562
CoreCap Advisors
Michigan
$1.51M +$28.2K +366 +2%
CAL
563
Capital Advisors Ltd
Ohio
$1.51M +$169K +2,190 +13%
FRA
564
Frank Rimerman Advisors
California
$1.5M – – –
AF
565
Advisornet Financial
Minnesota
$1.49M +$213K +2,762 +17%
PCM
566
Peirce Capital Management
Texas
$1.48M +$1.48M +19,201 New
SCP
567
Seizert Capital Partners
Michigan
$1.45M +$3.93K +51 +0.3%
SWRP
568
Summit Wealth & Retirement Planning
California
$1.44M +$596K +7,734 +70%
WB
569
WesBanco Bank
West Virginia
$1.43M +$11.6K +150 +0.8%
WHG
570
Westwood Holdings Group
Texas
$1.42M +$1.01M +13,122 +248%
Millennium Management
571
Millennium Management
New York
$1.41M +$1.41M +18,266 New
SAW
572
Signal Advisors Wealth
Michigan
$1.4M +$1.4M +18,145 New
MW
573
MBL Wealth
North Carolina
$1.39M -$86.3K -1,120 -6%
CPA
574
Capital Performance Advisors
California
$1.39M +$9.78K +127 +0.7%
EWM
575
Empirical Wealth Management
Washington
$1.39M +$271K +3,518 +24%
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