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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 %
CAAM
801
Cornerstone Advisors Asset Management
Pennsylvania
$515K – – –
BFG
802
Baron Financial Group
New Jersey
$512K -$242K -3,140 -32%
EFG
803
Ehrlich Financial Group
California
$510K +$510K +6,622 New
IA
804
Insight Advisors
Pennsylvania
$508K -$5.78K -75 -1%
JTWM
805
Jackson Thornton Wealth Management
Alabama
$507K -$14.8K -192 -3%
AMM
806
American Money Management
California
$506K +$77 +1 +0%
SWP
807
Strategic Wealth Partners
Ohio
$502K +$77.3K +1,003 +18%
RCM
808
Radnor Capital Management
Pennsylvania
$498K -$30.8K -400 -6%
VWA
809
Visionary Wealth Advisors
Illinois
$498K -$73.2K -951 -13%
WCM
810
Windsor Capital Management
Arizona
$497K +$231K +3,000 +87%
RMDI
811
R.M. Davis Inc
Maine
$497K -$88.2K -1,145 -15%
RPA
812
Rock Point Advisors
Vermont
$497K +$37.7K +490 +8%
FLPIM
813
F.L. Putnam Investment Management
Massachusetts
$492K -$61.8K -803 -11%
BWM
814
BCS Wealth Management
Tennessee
$491K +$264K +3,430 +117%
MECA
815
Miller Equity Capital Advisors
Texas
$486K -$10K -130 -2%
SAI
816
Savvy Advisors Inc
New York
$486K +$486K +6,315 New
MAM
817
Madison Asset Management
Wisconsin
$486K – – –
LMKC
818
L.M. Kohn & Company
Ohio
$485K -$17K -221 -3%
ME
819
McIlrath & Eck
Washington
$482K +$28.2K +366 +6%
PBF
820
Petix & Botte Financial
California
$481K -$129K -1,674 -21%
WB
821
Webster Bank
Connecticut
$480K – – –
SWM
822
Stockman Wealth Management
Montana
$478K +$1.93K +25 +0.4%
MIC
823
Meridian Investment Counsel
California
$478K -$13.5K -175 -3%
NAS
824
Nicolet Advisory Services
Wisconsin
$476K -$610K -7,948 -56%
ADBIC
825
A.D. Beadell Investment Counsel
Wisconsin
$476K +$154 +2 +0%
31 32
33
34 35