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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 %
FDCDDQ
701
Federation des caisses Desjardins du Quebec
Quebec, Canada
$751K – – –
MA
702
Mangham Associates
Virginia
$750K -$159K -2,102 -17%
MAM
703
Marquette Asset Management
Minnesota
$745K -$2.04K -27 -0.3%
TWA
704
TCI Wealth Advisors
Arizona
$743K +$101K +1,337 +16%
FCBT
705
First Citizens Bank & Trust
North Carolina
$734K -$2.89M -38,228 -80%
CCFM
706
Clear Creek Financial Management
Washington
$728K +$160K +2,122 +28%
AWM
707
Atticus Wealth Management
Florida
$726K -$108K -1,424 -13%
LIM
708
Loudon Investment Management
New Hampshire
$724K -$28.3K -375 -4%
LNWWM
709
Laird Norton Wetherby Wealth Management
California
$722K +$722K +9,555 New
SC
710
Schiavi & Co
Delaware
$721K – – –
IAIM
711
International Assets Investment Management
Florida
$720K -$80K -1,059 -10%
SS
712
Sound Stewardship
Kansas
$718K -$122K -1,615 -15%
IPW
713
Invictus Private Wealth
Colorado
$715K -$379K -5,009 -35%
HAS
714
HBW Advisory Services
California
$710K +$91.2K +1,207 +15%
CAAM
715
Cornerstone Advisors Asset Management
Pennsylvania
$708K +$1.81K +24 +0.3%
BIAS
716
Beacon Investment Advisory Services
New Jersey
$708K -$60.5K -800 -8%
AssetMark Inc
717
AssetMark Inc
California
$706K -$94.4K -1,249 -12%
DI
718
DFPG Investments
Utah
$701K -$28.4K -374 -4%
EW
719
Evoke Wealth
California
$698K – – –
TA
720
TrueWealth Advisors
Alabama
$698K -$25.5K -338 -4%
HWA
721
HCR Wealth Advisors
California
$693K – – –
OAM
722
Occidental Asset Management
California
$692K -$1M -13,237 -59%
SPWG
723
Syntegra Private Wealth Group
Missouri
$688K +$688K +9,109 New
FFA
724
Founders Financial Alliance
North Carolina
$683K +$600K +7,944 +724%
AIA
725
Ally Invest Advisors
North Carolina
$683K +$135K +1,787 +25%
27 28
29
30 31