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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 %
VWA
726
VERITY Wealth Advisors
United States
$679K +$22.3K +295 +3%
KDA
727
Kraft Davis & Associates
Missouri
$678K +$678K +9,010 New
IWA
728
Inspirion Wealth Advisors
Illinois
$670K -$61.6K -815 -8%
HBCM
729
Heron Bay Capital Management
Michigan
$670K +$670K +8,862 New
BLC
730
Brown, Lisle/Cummings
Rhode Island
$661K +$208K +2,757 +46%
VF
731
VitalStone Financial
Texas
$653K +$10K +131 +2%
BAMG
732
Brand Asset Management Group
Missouri
$645K +$12.8K +170 +2%
TC
733
TownSquare Capital
Utah
$643K +$375K +4,965 +140%
FWIA
734
Fort Washington Investment Advisors
Ohio
$642K – – –
IFO
735
Independent Family Office
New York
$641K – – –
CCA
736
Column Capital Advisors
Indiana
$631K +$380K +5,023 +151%
RMDI
737
R.M. Davis Inc
Maine
$629K +$629K +8,324 New
ITB
738
Idaho Trust Bank
Idaho
$628K +$628K +8,310 New
DTC
739
Davidson Trust Company
Washington
$624K -$260K -3,437 -29%
3LCM
740
3D/L Capital Management
Connecticut
$621K -$415K -5,498 -40%
PBF
741
Petix & Botte Financial
California
$620K +$311K +4,109 +100%
LWCFA
742
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$620K -$65K -860 -9%
Bank Julius Baer & Co
743
Bank Julius Baer & Co
Switzerland
$618K -$11.6K -153 -2%
JCM
744
Jacobi Capital Management
Pennsylvania
$616K +$831 +11 +0.1%
FWP
745
FAS Wealth Partners
Kansas
$616K +$3.17K +42 +0.5%
IPW
746
Intergy Private Wealth
Colorado
$614K +$25.5K +338 +4%
BNP Paribas Financial Markets
747
BNP Paribas Financial Markets
France
$611K +$70.1K +928 +13%
M
748
MOTCO
Texas
$608K +$608K +8,047 New
MAS
749
Madden Advisory Services
Florida
$608K -$44.6K -590 -7%
MRWM
750
ML&R Wealth Management
Texas
$607K -$582K -7,704 -49%
28 29
30
31 32