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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 %
SWP
626
Stratos Wealth Partners
Ohio
$1.1M +$35.7K +463 +3%
SCA
627
Snowden Capital Advisors
New York
$1.08M -$191K -2,482 -15%
MFWP
628
Mosaic Family Wealth Partners
Missouri
$1.08M -$374K -4,852 -26%
EWM
629
Elmwood Wealth Management
California
$1.08M – – –
WWM
630
Western Wealth Management
Colorado
$1.07M -$23K -298 -2%
MJRIC
631
Mogy Joel R Investment Counsel
California
$1.07M -$92.4K -1,200 -8%
B
632
Birchbrook
Maine
$1.06M +$1.06M +13,821 New
WTC
633
WhitTier Trust Company
Nevada
$1.06M -$191K -2,482 -15%
SFS
634
Security Financial Services
Indiana
$1.06M +$6.55K +85 +0.6%
TIM
635
Thompson Investment Management
Wisconsin
$1.06M +$1.04M +13,528 +6,764%
P
636
&Partners
Tennessee
$1.05M +$1.05M +13,079 New
LIG
637
Lokken Investment Group
Delaware
$1.05M +$116K +1,502 +12%
MPCL
638
My Personal CFO LLC
Washington
$1.04M -$189K -2,450 -15%
GCA
639
Gradient Capital Advisors
California
$1.04M -$36.7K -476 -3%
ACA
640
Atlas Capital Advisors
Wyoming
$1.04M -$791K -10,265 -43%
CWA
641
Canvas Wealth Advisors
Kansas
$1.04M -$97.8K -1,266 -9%
WWM
642
Wagner Wealth Management
South Carolina
$1.03M +$1.03M +13,324 New
CCM
643
Cambridge Capital Management
Illinois
$1.02M +$1.02M +13,293 New
MWM
644
Merriman Wealth Management
Washington
$1.02M +$29.3K +381 +3%
PW
645
Peninsula Wealth
California
$1.02M -$1.38M -17,966 -58%
CT
646
Cambridge Trust
Massachusetts
$1.02M +$922K +11,977 +966%
CWM
647
Cahaba Wealth Management
Georgia
$1.02M +$568K +7,377 +127%
FFP
648
FourThought Financial Partners
Florida
$1M +$7.39K +96 +0.7%
CG
649
Cynosure Group
Utah
$995K +$995K +12,919 New
SWM
650
SeaCrest Wealth Management
New York
$995K -$201K -2,624 -17%
24 25
26
27 28