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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 %
ACP
651
Aveo Capital Partners
Colorado
$885K +$49.7K +658 +6%
CA
652
CoreCap Advisors
Michigan
$884K +$884K +11,694 New
HAFS
653
Hapanowicz & Associates Financial Services
Pennsylvania
$880K -$26.9K -356 -3%
BC
654
Barrett & Company
Rhode Island
$878K -$3.33K -44 -0.4%
WAS
655
Wealth Advisory Solutions
Indiana
$873K -$680 -9 -0.1%
NB
656
NBT Bank
New York
$871K -$298K -3,940 -25%
WTB
657
Washington Trust Bank
Washington
$870K -$302K -3,994 -26%
AWE
658
Avidian Wealth Enterprises
Texas
$868K -$8.92M -118,055 -91%
AAS
659
Ameritas Advisory Services
Nebraska
$863K -$24.9M -331,104 -97%
SFS
660
Summit Financial Strategies
Ohio
$859K +$62.1K +822 +8%
CFG
661
Cooper Financial Group
California
$852K +$285K +3,775 +50%
TIA
662
Tiemann Investment Advisors
California
$850K – – –
MSAM
663
Moloney Securities Asset Management
Missouri
$849K +$238K +3,154 +39%
CSB
664
City State Bank
Iowa
$848K +$6.35K +84 +0.8%
LIA
665
LBMC Investment Advisors
Tennessee
$843K -$87K -1,151 -9%
CHJWM
666
Carlton Hofferkamp & Jenks Wealth Management
Texas
$839K +$76 +1 +0%
SWRP
667
Summit Wealth & Retirement Planning
California
$837K -$83.9K -1,110 -9%
PFS
668
Prospera Financial Services
Texas
$836K -$149K -1,964 -15%
MWM
669
Merriman Wealth Management
Washington
$835K +$136K +1,805 +20%
UBV
670
United Bank (Virginia)
Virginia
$834K – – –
CP
671
Cumberland Partners
Ontario, Canada
$832K -$7.56K -100 -0.9%
WAP
672
Wealthcare Advisory Partners
Pennsylvania
$829K -$153K -2,021 -16%
MAM
673
McCarthy Asset Management
California
$821K +$2.34K +31 +0.3%
AWA
674
Arete Wealth Advisors
Illinois
$820K +$260K +3,447 +47%
LRWA
675
Long Run Wealth Advisors
New York
$816K -$348K -4,600 -30%
25 26
27
28 29