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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 %
GIA
676
Gladstone Institutional Advisory
Florida
$882K -$62.2K -807 -7%
AIM
677
Arcadia Investment Management
Michigan
$881K -$2.54K -33 -0.3%
BC
678
Barrett & Company
Rhode Island
$876K -$18.9K -245 -2%
HAFS
679
Hapanowicz & Associates Financial Services
Pennsylvania
$875K -$58.9K -765 -6%
MRWM
680
ML&R Wealth Management
Texas
$863K +$124K +1,609 +17%
GP
681
Gridiron Partners
Pennsylvania
$862K +$862K +11,193 New
DCM
682
DGS Capital Management
New Jersey
$857K -$222K -2,887 -21%
UBV
683
United Bank (Virginia)
Virginia
$850K – – –
VC
684
Veery Capital
Delaware
$846K -$758K -9,845 -47%
TIA
685
Tiemann Investment Advisors
California
$842K -$24.3K -315 -3%
MPW
686
MGO Private Wealth
California
$840K -$22.6K -293 -3%
FDCDDQ
687
Federation des caisses Desjardins du Quebec
Quebec, Canada
$834K +$30.4K +395 +4%
LRWA
688
Long Run Wealth Advisors
New York
$832K – – –
VWA
689
VERITY Wealth Advisors
United States
$831K +$122K +1,578 +17%
SIA
690
Soltis Investment Advisors
Utah
$831K +$171K +2,219 +26%
IFO
691
Independent Family Office
New York
$828K – – –
Franklin Resources
692
Franklin Resources
California
$828K -$143K -1,856 -15%
CP
693
Cumberland Partners
Ontario, Canada
$827K – – –
TCG
694
Transcendent Capital Group
Oklahoma
$823K +$823K +10,680 New
NRI
695
NFP Retirement Inc
California
$818K -$131K -1,706 -14%
AWA
696
Arete Wealth Advisors
Illinois
$817K +$313K +4,058 +62%
S
697
SignatureFD
Georgia
$815K +$91.3K +1,185 +13%
RCIM
698
Red Cedar Investment Management
Michigan
$813K – – –
VCAM
699
Van Cleef Asset Management
Ohio
$813K -$405K -5,259 -33%
CA
700
Cumberland Advisors
Florida
$809K +$139K +1,800 +21%
26 27
28
29 30