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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 %
PWA
626
Pillar Wealth Advisors
Pennsylvania
$984K +$984K +13,015 New
UIA
627
UG Investment Advisers
Taiwan
$982K +$982K +13,000 New
BJL
628
Brighton Jones LLC
Washington
$981K +$460K +6,091 +88%
BWA
629
Burt Wealth Advisors
Maryland
$978K -$5.06K -67 -0.5%
FFP
630
FourThought Financial Partners
Florida
$978K – – –
MFS
631
Madrona Financial Services
Washington
$971K +$971K +12,848 New
PAG
632
Powers Advisory Group
Illinois
$971K +$2.87K +38 +0.3%
AAS
633
Annex Advisory Services
Wisconsin
$955K -$245K -3,240 -20%
CD
634
Chapin Davis
Maryland
$952K +$1.51K +20 +0.2%
IWA
635
Intercontinental Wealth Advisors
Texas
$943K -$10.6K -140 -1%
Franklin Resources
636
Franklin Resources
California
$942K +$266K +3,521 +39%
MPW
637
MGO Private Wealth
California
$940K -$7.18K -95 -0.8%
CCM
638
Crabel Capital Management
California
$937K -$3.1M -41,006 -77%
EFS
639
Essex Financial Services
Connecticut
$936K +$101K +1,333 +12%
EPA
640
Element Pointe Advisors
Florida
$922K – – –
BWM
641
Baystate Wealth Management
Massachusetts
$920K +$110K +1,449 +14%
SA
642
SRH Advisors
Kansas
$911K – – –
MWM
643
Meritas Wealth Management
California
$911K -$20K -265 -2%
MFC
644
Morris Financial Concepts
South Carolina
$903K +$545K +7,210 +152%
SGCA
645
Steel Grove Capital Advisors
Tennessee
$902K -$95.1K -1,259 -10%
PCM
646
Pointe Capital Management
Michigan
$898K – – –
EL
647
Essex LLC
Illinois
$898K -$83.1K -1,100 -8%
TCBWMS
648
Texas Capital Bank Wealth Management Services
Texas
$894K – – –
AAM
649
Aureus Asset Management
Massachusetts
$889K +$2.19K +29 +0.2%
PWG
650
Private Wealth Group
Florida
$886K -$99.7K -1,319 -10%
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