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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 %
MA
751
MKT Advisors
California
$607K – – –
ECG
752
EPIQ Capital Group
California
$603K +$3.33K +44 +0.6%
CWG
753
Cornerstone Wealth Group
North Carolina
$601K -$199K -2,637 -25%
AIFAIM
754
American Institute for Advanced Investment Management
Arizona
$597K -$38.5K -510 -6%
ZF
755
Zhang Financial
Michigan
$591K -$567K -7,509 -49%
KFGK
756
Keystone Financial Group (Kentucky)
Kentucky
$581K +$581K +7,691 New
ACM
757
Alamar Capital Management
California
$581K +$143K +1,896 +33%
DSC
758
Duncker Streett & Co
Missouri
$575K – – –
OWA
759
Outlook Wealth Advisors
Texas
$574K -$149K -1,978 -21%
EWA
760
EP Wealth Advisors
California
$573K – – –
HKAM
761
Horizon Kinetics Asset Management
New York
$570K +$4.76K +63 +0.8%
VWA
762
Visionary Wealth Advisors
Illinois
$569K -$133K -1,759 -19%
WIA
763
World Investment Advisors
California
$569K -$41.4K -548 -7%
LW
764
Linscomb Wealth
Texas
$567K -$316K -4,186 -36%
BSWA
765
Bromfield Sneider Wealth Advisors
Massachusetts
$567K – – –
SBH
766
Segall Bryant & Hamill
Illinois
$567K -$5.29K -70 -0.9%
HCP
767
Holt Capital Partners
Texas
$566K -$28.7K -380 -5%
RIA
768
Realta Investment Advisors
Delaware
$561K -$94.3K -1,248 -14%
Luther King Capital Management (LKCM)
769
Luther King Capital Management (LKCM)
Texas
$558K -$604K – –
TI
770
Trexquant Investment
Connecticut
$558K +$558K +7,380 New
EWA
771
Evolution Wealth Advisors
Florida
$555K +$45.3K +600 +9%
AMM
772
American Money Management
California
$543K +$19.1K +253 +4%
RWM
773
Ruedi Wealth Management
Illinois
$542K +$125K +1,659 +30%
RI
774
Rinkey Investments
California
$542K – – –
RPA
775
Rock Point Advisors
Vermont
$540K +$23.4K +310 +5%
29 30
31
32 33