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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 %
USCWA
776
U.S. Capital Wealth Advisors
Texas
$573K +$341K +4,433 +147%
BFA
777
Beacon Financial Advisory
Ohio
$572K -$248K -3,000 -30%
RL
778
Retireful LLC
Michigan
$572K +$572K +7,428 New
AIFAIM
779
American Institute for Advanced Investment Management
Arizona
$571K -$30.8K -400 -5%
ATI
780
ARK & TLK Investments
Oklahoma
$564K +$564K +7,319 New
RWM
781
Ruedi Wealth Management
Illinois
$558K +$3.62K +47 +0.7%
PMG
782
Private Management Group
California
$554K +$348K +4,522 +169%
RIA
783
Realta Investment Advisors
Delaware
$543K -$12.5K -162 -2%
GWCM
784
Godshalk Welsh Capital Management
Pennsylvania
$540K -$356K -4,623 -40%
TWP
785
Total Wealth Planning
Ohio
$539K +$539K +7,003 New
AIM
786
Anchor Investment Management
South Carolina
$533K -$18.8K -244 -3%
TWA
787
TCI Wealth Advisors
Arizona
$532K +$58.1K +754 +12%
Bank Julius Baer & Co
788
Bank Julius Baer & Co
Switzerland
$531K -$6.55K -85 -1%
FWP
789
FAS Wealth Partners
Kansas
$531K +$18.5K +240 +4%
DFC
790
DB Fitzpatrick & Co
Idaho
$530K -$6.16K -80 -1%
IWA
791
Inspirion Wealth Advisors
Illinois
$529K -$46.4K -604 -8%
FG
792
Foster Group
Iowa
$529K – – –
WTA
793
Washington Trust Advisors
Massachusetts
$527K -$154 -2 -0%
IPWA
794
International Private Wealth Advisors
California
$526K +$526K +6,825 New
AFS
795
Annapolis Financial Services
Maryland
$525K -$312K -4,052 -37%
JCM
796
Jacobi Capital Management
Pennsylvania
$522K -$51.3K -666 -9%
ACM
797
Alamar Capital Management
California
$521K -$7.78K -101 -1%
MAM
798
McCarthy Asset Management
California
$519K -$20.9K -271 -4%
AWM
799
Aprio Wealth Management
Georgia
$517K +$192K +2,487 +59%
WEG
800
World Equity Group
Illinois
$516K +$50.3K +650 +11%
30 31
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