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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 %
CFAM
726
Center For Asset Management
Florida
$705K -$22.3K -289 -3%
ACA
727
American Capital Advisory
Idaho
$699K +$699K +9,076 New
ES
728
Eagle Strategies
New York
$698K +$21.6K +280 +3%
TA
729
TrueWealth Advisors
Alabama
$697K -$50.8K -660 -7%
ANTB
730
AMG National Trust Bank
Colorado
$697K +$31.3K +406 +5%
SS
731
Sound Stewardship
Kansas
$696K -$56.1K -729 -7%
SWA
732
Sax Wealth Advisors
New Jersey
$694K -$722K -9,372 -51%
BAMG
733
Brand Asset Management Group
Missouri
$694K +$33.7K +438 +5%
WAP
734
Wealthcare Advisory Partners
Pennsylvania
$684K -$128K -1,665 -16%
DIM
735
DLK Investment Management
California
$677K +$677K +8,785 New
Legacy Financial Group (Iowa)
736
Legacy Financial Group (Iowa)
Iowa
$675K -$8.66M -112,375 -93%
AFG
737
Atomi Financial Group
New York
$675K +$5.01K +65 +0.7%
TCBWMS
738
Texas Capital Bank Wealth Management Services
Texas
$668K – – –
BIAS
739
Beacon Investment Advisory Services
New Jersey
$667K -$27.1K -352 -4%
FWIA
740
Fort Washington Investment Advisors
Ohio
$662K -$3.85K -50 -0.6%
MAS
741
Madden Advisory Services
Florida
$656K +$287K +3,732 +78%
GC
742
Guidance Capital
Kentucky
$651K +$44.5K +579 +7%
CPG
743
Cornerstone Planning Group
New Jersey
$645K -$268K -3,475 -29%
TFA
744
Tobias Financial Advisors
Florida
$644K -$49.8M -646,232 -99%
AssetMark Inc
745
AssetMark Inc
California
$642K -$59K -766 -8%
First Manhattan
746
First Manhattan
New York
$641K +$80.2K +1,041 +14%
IPW
747
Intergy Private Wealth
Colorado
$638K -$924 -12 -0.1%
CHJWM
748
Carlton Hofferkamp & Jenks Wealth Management
Texas
$629K -$158K -2,057 -20%
MA
749
MBA Advisors
Pennsylvania
$629K +$629K +8,167 New
MLRA
750
Main Line Retirement Advisors
Montana
$628K +$628K +8,150 New
28 29
30
31 32