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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 %
AFGAS
576
Allegiance Financial Group Advisory Services
Virginia
$1.26M -$258K -3,417 -17%
SWG
577
Summit Wealth Group
Vermont
$1.26M -$125M -1,656,460 -99%
SIA
578
Schechter Investment Advisors
Michigan
$1.25M +$6.27K +83 +0.5%
GSEP
579
Golden State Equity Partners
California
$1.25M +$1.25M +16,539 New
I2I
580
Insight 2811 Inc
Illinois
$1.24M – – –
EWM
581
Elmwood Wealth Management
California
$1.24M – – –
SFG
582
SNS Financial Group
Minnesota
$1.23M -$488K -6,459 -28%
JIC
583
Joel Isaacson & Co
New York
$1.23M -$1.59K -21 -0.1%
FANJ
584
Financial Architects (New Jersey)
New Jersey
$1.23M -$35.7K -472 -3%
MW
585
MBL Wealth
North Carolina
$1.23M +$65.7K +870 +6%
FIA
586
Foundations Investment Advisors
Arizona
$1.23M +$221K +2,930 +22%
ALWM
587
Andrews Lucia Wealth Management
California
$1.22M -$167K -2,208 -12%
RWM
588
Ritholtz Wealth Management
New York
$1.2M -$145K -1,918 -11%
LSA
589
Lansing Street Advisors
Pennsylvania
$1.19M -$4.25M -56,206 -78%
PCWA
590
Pacific Capital Wealth Advisors
California
$1.18M +$227 +3 +0%
DI
591
Disciplined Investments
Oklahoma
$1.18M -$437K -5,785 -27%
GIA
592
Gladstone Institutional Advisory
Florida
$1.18M -$396K -5,243 -25%
RI
593
Ridgewood Investments
New Jersey
$1.18M +$25.1K +332 +2%
CWR
594
Chico Wealth RIA
California
$1.17M +$77.3K +1,023 +7%
SWP
595
Stratos Wealth Partners
Ohio
$1.16M -$50.8K -672 -4%
AFAS
596
Acorn Financial Advisory Services
Virginia
$1.16M +$62.9K +832 +6%
FNBOO
597
First National Bank of Omaha
Nebraska
$1.15M +$31.7K +420 +3%
NFP
598
Narus Financial Partners
Utah
$1.15M +$112K +1,484 +11%
AF
599
Advisornet Financial
Minnesota
$1.14M +$71.8K +950 +7%
CWA
600
Canvas Wealth Advisors
Kansas
$1.14M +$235K +3,108 +26%
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