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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,132 hedge funds and large institutions have $30.6B invested in Vanguard Short-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 433 increasing their positions, 486 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-33
Holders Change %
-2.83%
% of All Funds
18.12%
Holding in Top 10
153
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-11.05%
% of All Funds
2.45%
New
84
Increased
433
Reduced
486
Closed
82
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$56K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$436M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$144M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$92.1M
4
WL
WIT LLC
District of Columbia
+$66.9M
5
EA
Efficient Advisors
Ohio
+$48.9M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$142M
2
MFG
Merit Financial Group
Georgia
-$110M
3
Truist Financial
Truist Financial
North Carolina
-$92.4M
4
APP
Avantax Planning Partners
Iowa
-$84.9M
5
Bank of America
Bank of America
North Carolina
-$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
776
Gradient Investments
Minnesota
$533K +$448K +5,863 +529%
HCM
777
Howland Capital Management
Massachusetts
$532K -$198K -2,590 -27%
AMM
778
American Money Management
California
$530K -$2.07K -27 -0.4%
BFM
779
Boston Financial Management
Massachusetts
$527K -$59.6K -779 -10%
BJL
780
Brighton Jones LLC
Washington
$527K +$76.3K +998 +17%
LCGC
781
Legacy Capital Group California
California
$526K +$526K +6,881 New
PIA
782
Perennial Investment Advisors
California
$524K -$47.7K -624 -8%
RPA
783
Rock Point Advisors
Vermont
$523K -$46.5K -608 -8%
TAM
784
Todd Asset Management
Kentucky
$521K – – –
SIA
785
Soltis Investment Advisors
Utah
$521K -$154K -2,016 -23%
AR
786
Apeiron RIA
Texas
$519K -$151K -1,980 -23%
MIC
787
Meridian Investment Counsel
California
$518K – – –
EWA
788
Evolution Wealth Advisors
Florida
$515K -$8.41K -110 -2%
SL
789
Sentinus LLC
Illinois
$515K +$142K +1,853 +38%
WIC
790
Woodmont Investment Counsel
Tennessee
$511K -$65.6K -858 -11%
LMKC
791
L.M. Kohn & Company
Ohio
$507K -$44.2K -578 -8%
JTWM
792
Jackson Thornton Wealth Management
Alabama
$502K +$37.8K +494 +8%
HI
793
Harbour Investments
Wisconsin
$501K -$97.2K -1,271 -16%
ME
794
McIlrath & Eck
Washington
$486K -$30.3K -396 -6%
BWM
795
Birchcreek Wealth Management
Ohio
$483K -$87.4K -1,142 -15%
MAM
796
Madison Asset Management
Wisconsin
$483K – – –
TGAM
797
TBH Global Asset Management
Tennessee
$472K +$472K +6,175 New
AIM
798
Anchor Investment Management
South Carolina
$469K -$121K -1,583 -21%
RVM
799
Robinson Value Management
Texas
$467K – – –
CPA
800
Cardiff Park Advisors
California
$464K +$994 +13 +0.2%
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