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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,132 hedge funds and large institutions have $30.6B invested in Vanguard Short-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 433 increasing their positions, 486 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-33
Holders Change %
-2.83%
% of All Funds
18.12%
Holding in Top 10
153
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-11.05%
% of All Funds
2.45%
New
84
Increased
433
Reduced
486
Closed
82
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$56K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$436M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$144M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$92.1M
4
WL
WIT LLC
District of Columbia
+$66.9M
5
EA
Efficient Advisors
Ohio
+$48.9M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$142M
2
MFG
Merit Financial Group
Georgia
-$110M
3
Truist Financial
Truist Financial
North Carolina
-$92.4M
4
APP
Avantax Planning Partners
Iowa
-$84.9M
5
Bank of America
Bank of America
North Carolina
-$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
676
Aveo Capital Partners
Colorado
$845K +$35.1K +459 +4%
AWM
677
Atticus Wealth Management
Florida
$844K +$650K +8,492 +334%
UBV
678
United Bank (Virginia)
Virginia
$844K – – –
DWT
679
Dorsey & Whitney Trust
South Dakota
$841K +$841K +11,000 New
MAM
680
McLean Asset Management
Virginia
$837K -$918 -12 -0.1%
BAM
681
Baldrige Asset Management
Pennsylvania
$833K +$8.18K +107 +1%
MAM
682
McCarthy Asset Management
California
$829K -$2.98K -39 -0.4%
BWM
683
Baystate Wealth Management
Massachusetts
$821K +$702K +9,178 +591%
CFG
684
Citizens Financial Group
Rhode Island
$821K +$265K +3,464 +48%
ATC
685
Argent Trust Co
Tennessee
$819K +$35K +458 +4%
AP
686
Americana Partners
Texas
$813K +$279K +3,648 +52%
CC
687
Claybrook Capital
Massachusetts
$811K +$76.5K +1,000 +10%
AssetMark Inc
688
AssetMark Inc
California
$811K -$357K -4,667 -31%
CWG
689
Cornerstone Wealth Group
North Carolina
$810K -$48K -628 -6%
IAIM
690
International Assets Investment Management
Florida
$810K -$46.2K -604 -5%
BFA
691
Bragg Financial Advisors
North Carolina
$807K +$372K +4,861 +85%
SFS
692
Summit Financial Strategies
Ohio
$807K +$127K +1,659 +19%
EWA
693
Exencial Wealth Advisors
Oklahoma
$802K -$157K -2,058 -16%
BAM
694
Belpointe Asset Management
Nevada
$798K -$138K -1,807 -15%
FTA
695
Financial & Tax Architects
Missouri
$792K +$63K +824 +9%
ES
696
Eagle Strategies
New York
$790K +$54.8K +717 +7%
WB
697
Webster Bank
Connecticut
$778K -$311K -4,064 -29%
BIAS
698
Beacon Investment Advisory Services
New Jersey
$778K -$1.99K -26 -0.3%
AFG
699
Atomi Financial Group
New York
$771K +$771K +10,080 New
AMG
700
Asset Management Group
Connecticut
$767K -$1.84K -24 -0.2%
26 27
28
29 30