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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
$882M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.26B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.3B
4
Northern Trust
Northern Trust
Illinois
$361M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.14B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.31B
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$2.12B
3
SWG
Summit Wealth Group
Vermont
$1.26M
4
Osaic Holdings
Osaic Holdings
Arizona
$571M
5
Bank of America
Bank of America
North Carolina
$840M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
801
Stockman Wealth Management
Montana
$480K +$31.8K +421 +7%
PTC
802
Private Trust Company
Ohio
$478K -$84.6K -1,120 -15%
MAM
803
Madison Asset Management
Wisconsin
$477K – – –
WB
804
Webster Bank
Connecticut
$471K -$298K -3,947 -39%
TGAM
805
TBH Global Asset Management
Tennessee
$464K -$2.42K -32 -0.5%
SCA
806
Scott Capital Advisors
Oregon
$458K +$2.34K +31 +0.5%
CPA
807
Cardiff Park Advisors
California
$458K -$1.13K -15 -0.2%
SL
808
Sentinus LLC
Illinois
$454K -$54.7K -724 -11%
CSIC
809
Clifford Swan Investment Counsel
California
$451K -$2.27K -30 -0.5%
DIM
810
Delta Investment Management
California
$448K -$1.07M -14,198 -71%
BMD
811
Better Money Decisions
New Mexico
$445K -$221K -2,918 -33%
BG
812
Benedetti & Gucer
Georgia
$444K -$11.2K -148 -2%
PPP
813
Private Portfolio Partners
New Jersey
$444K -$5.29K -70 -1%
CA
814
Cumberland Advisors
Florida
$437K +$61.6K +815 +16%
PSF
815
Pacific Sun Financial
California
$433K +$433K +5,660 New
FG
816
Foster Group
Iowa
$432K +$151K +2,001 +54%
CRI
817
Colonial River Investments
Virginia
$427K -$268K -3,550 -39%
MFA
818
Mayflower Financial Advisors
Massachusetts
$426K -$23.4K -309 -5%
PHAM
819
Palisades Hudson Asset Management
Florida
$426K +$1.66K +22 +0.4%
Lido Advisors
820
Lido Advisors
California
$425K +$135K +1,780 +46%
IP
821
Ignite Planners
California
$424K +$1.58K +21 +0.4%
GJIA
822
Glass Jacobson Investment Advisors
Maryland
$418K +$418K +5,532 New
EWM
823
Evermay Wealth Management
Virginia
$417K – – –
HCMG
824
Howard Capital Management Group
California
$410K +$410K +5,421 New
ADBIC
825
A.D. Beadell Investment Counsel
Wisconsin
$409K -$48.9K -649 -11%
31 32
33
34 35