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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 %
HCM
751
Howland Capital Management
Massachusetts
$627K +$90.9K +1,180 +17%
FA
752
Fiducient Advisors
Illinois
$626K -$12.1M -156,804 -95%
ECG
753
EPIQ Capital Group
California
$625K +$6.08K +79 +1%
FA
754
FDx Advisors
Illinois
$623K -$372K -4,835 -37%
TSS
755
Two Sigma Securities
New York
$621K +$621K +8,060 New
GIA
756
Guyasuta Investment Advisors
Pennsylvania
$618K -$816K -10,593 -57%
BJL
757
Brighton Jones LLC
Washington
$618K +$135K +1,755 +28%
BLC
758
Brown, Lisle/Cummings
Rhode Island
$618K -$23.1K -300 -4%
TCWM
759
Total Clarity Wealth Management
Illinois
$616K -$172K -2,239 -22%
DTC
760
Davidson Trust Company
Washington
$615K -$3.23K -42 -0.5%
BW
761
BIP Wealth
Georgia
$613K -$632K -8,206 -51%
CFG
762
Citizens Financial Group
Rhode Island
$597K +$3.93K +51 +0.7%
UAG
763
United Advisor Group
Ohio
$595K +$595K +7,720 New
EWA
764
Evolution Wealth Advisors
Florida
$594K +$31.2K +405 +6%
WJA
765
Willis Johnson & Associates
Texas
$593K +$593K +7,703 New
BSWA
766
Bromfield Sneider Wealth Advisors
Massachusetts
$592K -$5.62K -73 -0.9%
EL
767
Essex LLC
Illinois
$592K -$8.47K -110 -1%
SB
768
Strategic Blueprint
Georgia
$591K -$13.6K -177 -2%
AF
769
Apollon Financial
South Carolina
$590K +$590K +7,654 New
RSWM
770
Robertson Stephens Wealth Management
California
$587K +$35.2K +457 +6%
DSC
771
Duncker Streett & Co
Missouri
$586K – – –
HKAM
772
Horizon Kinetics Asset Management
New York
$581K – – –
OWA
773
Outlook Wealth Advisors
Texas
$578K -$1.85K -24 -0.3%
JSL
774
JT Stratford LLC
Georgia
$576K +$576K +7,474 New
WIA
775
World Investment Advisors
California
$575K +$191K +2,481 +50%
29 30
31
32 33