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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,127 hedge funds and large institutions have $30.2B invested in Vanguard Short-Term Bond ETF in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 414 increasing their positions, 491 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
-27
Holders Change %
-2.34%
% of All Funds
19.49%
Holding in Top 10
181
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+7.1%
% of All Funds
3.13%
New
90
Increased
414
Reduced
491
Closed
98
Calls
$845K
Puts
$1.15M
Net Calls
-$300K
Net Calls Change
-$991K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$892M
2
Goldman Sachs
Goldman Sachs
New York
+$715M
3
UCFA
United Capital Financial Advisors
Texas
+$668M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$129M
5
Jane Street
Jane Street
New York
+$128M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
-$432M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$129M
3
Bank of America
Bank of America
North Carolina
-$127M
4
Morgan Stanley
Morgan Stanley
New York
-$113M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$68.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
651
TAGStone Capital
North Carolina
$902K +$345K +4,614 +62%
TA
652
TruWealth Advisors
Louisiana
$894K -$281K -3,761 -24%
AWM
653
Apollon Wealth Management
South Carolina
$888K +$456K +6,104 +106%
TCBWMS
654
Texas Capital Bank Wealth Management Services
Texas
$885K – – –
RI
655
Ridgewood Investments
New Jersey
$880K -$58.8K -786 -6%
TFA
656
Triad Financial Advisors
North Carolina
$879K +$879K +11,747 New
SFA
657
Sequoia Financial Advisors
Ohio
$871K -$622K -8,314 -42%
BC
658
Barrett & Company
Rhode Island
$867K +$867K +11,520 New
AssetMark Inc
659
AssetMark Inc
California
$860K -$3.29K -44 -0.4%
BAM
660
Baldrige Asset Management
Pennsylvania
$859K -$231K -3,082 -21%
KWA
661
KCS Wealth Advisory
California
$853K +$35.6K +476 +4%
HWA
662
HCR Wealth Advisors
California
$848K – – –
CP
663
Cumberland Partners
Ontario, Canada
$846K +$26.2K +350 +3%
EWA
664
Exencial Wealth Advisors
Oklahoma
$843K +$3.37K +45 +0.4%
TA
665
TrueWealth Advisors
Alabama
$835K -$30.8K -412 -4%
UBV
666
United Bank (Virginia)
Virginia
$826K -$2.92K -39 -0.4%
DFA
667
Delta Financial Advisors
Louisiana
$817K -$29.4K -393 -3%
KFGK
668
Keystone Financial Group (Kentucky)
Kentucky
$812K +$10.7K +143 +1%
MAM
669
McCarthy Asset Management
California
$810K +$10.7K +143 +1%
ACI
670
Alpha Cubed Investments
California
$808K -$287K -3,832 -26%
CAN
671
Claraphi Advisory Network
United States
$805K +$805K +10,763 New
LFG
672
Lockerman Financial Group
California
$805K +$805K +10,768 New
SHFA
673
SC&H Financial Advisors
Maryland
$803K +$251K +3,351 +45%
CAL
674
Capital Advisors Ltd
Ohio
$802K +$423K +5,650 +112%
AP
675
Americana Partners
Texas
$800K +$3.81K +51 +0.5%
25 26
27
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