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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.

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
1
Allworth Financial
California
$882M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.26B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.3B
4
Northern Trust
4
Northern Trust
Illinois
$361M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.14B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.31B
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$2.12B
3
SWG
3
Summit Wealth Group
Vermont
$1.26M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$571M
5
Bank of America
5
Bank of America
North Carolina
$840M
Name Market Value Shares Shares
Change 		Shares
Change %
DC
51
Davenport & Co
Virginia
$65.7M 869,677 -432,568 -33%
RIM
52
RW Investment Management
Idaho
$61.6M 815,612 +140,424 +21%
DADC
53
D.A. Davidson & Co
Montana
$60.7M 802,908 -585,287 -42%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$59.9M 792,673 +58,285 +8%
FCH
55
Freestone Capital Holdings
Washington
$59M 780,524 +17,728 +2%
IWM
56
Integris Wealth Management
California
$57.7M 763,437 +21,793 +3%
FPAS
57
Focus Partners Advisor Solutions
Missouri
$57.4M 760,005 +168,897 +29%
LWMG
58
Levy Wealth Management Group
Pennsylvania
$54.3M 718,388 -4,245 -0.6%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$52.7M 697,698 +847 +0.1%
PGFC
60
Peapack-Gladstone Financial Corp
New Jersey
$49.6M 656,546 +78,406 +14%
PP
61
PrairieView Partners
Minnesota
$49.5M 654,911 +20,798 +3%
TCM
62
TD Capital Management
Tennessee
$49.2M 650,942 +6,849 +1%
Citigroup
63
Citigroup
New York
$49M 648,555 -122,290 -16%
CIAS
64
CBIZ Investment Advisory Services
Ohio
$48.1M 636,627 +8,107 +1%
JC
65
Jentner Corp
Ohio
$47.3M 625,770 +8,104 +1%
GAM
66
Gemmer Asset Management
California
$47.2M 625,009 -6,595 -1%
VFP
67
Verus Financial Partners
Virginia
$45.7M 605,303 -59,433 -9%
MWA
68
Martel Wealth Advisors
Washington
$45.1M 596,740 +13,174 +2%
RCI
69
RS Crum Inc
California
$44.9M 594,151 +29,593 +5%
TFA
70
Tobias Financial Advisors
Florida
$44.6M 590,303 +17,494 +3%
TFA
71
Tranquilli Financial Advisor
New Jersey
$44.5M 589,193 -76,948 -12%
Stifel Financial
72
Stifel Financial
Missouri
$42.7M 565,079 -37,288 -6%
SP
73
Symmetry Partners
Connecticut
$41.8M 552,488 -2,347 -0.4%
KAS
74
Kestra Advisory Services
Texas
$40.5M 536,123 +44,418 +9%
Creative Planning
75
Creative Planning
Kansas
$40.3M 533,761 +69,695 +15%
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