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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 %
KDA
701
Kraft Davis & Associates
Missouri
$804K +$179K +2,329 +29%
CIBC Private Wealth Group
702
CIBC Private Wealth Group
Georgia
$797K +$349K +4,534 +78%
PCG
703
Prosperity Consulting Group
Maryland
$786K +$786K +10,208 New
MW
704
Maia Wealth
Colorado
$784K +$784K +10,181 New
AWM
705
Austin Wealth Management
Texas
$784K -$872K -11,407 -53%
CF
706
Centaurus Financial
California
$776K +$19.6K +254 +3%
FIM
707
Freedom Investment Management
Connecticut
$775K -$234K -3,043 -23%
WA
708
Wealthstream Advisors
New York
$773K +$54.1K +702 +8%
FTA
709
Financial & Tax Architects
Missouri
$772K +$77 +1 +0%
AMG
710
Asset Management Group
Connecticut
$768K -$11.8K -153 -2%
HWA
711
Heritage Wealth Advisors
Virginia
$764K +$764K +9,923 New
AEPWM
712
Atlantic Edge Private Wealth Management
Florida
$763K +$763K +9,907 New
AIC
713
Argus Investors Counsel
New York
$761K +$4.01K +52 +0.5%
LIA
714
LBMC Investment Advisors
Tennessee
$752K -$96.3K -1,251 -11%
IAIM
715
International Assets Investment Management
Florida
$740K -$3.93K -51 -0.5%
GFS
716
GYL Financial Synergies
Connecticut
$740K -$64.2K -834 -8%
SC
717
Schiavi & Co
Delaware
$735K – – –
WAS
718
Wealth Advisory Solutions
Indiana
$735K -$793K -10,291 -52%
FFO
719
Fiduciary Family Office
Florida
$718K +$718K +9,332 New
M
720
MOTCO
Texas
$718K -$1.54K -20 -0.2%
CCFM
721
Clear Creek Financial Management
Washington
$713K +$8.08K +105 +1%
HWA
722
HCR Wealth Advisors
California
$712K +$109K +1,420 +18%
EW
723
Evoke Wealth
California
$712K – – –
LIM
724
Loudon Investment Management
New Hampshire
$710K -$7.7K -100 -1%
PCM
725
Pointe Capital Management
Michigan
$708K -$108K -1,408 -13%
27 28
29
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