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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 %
T
851
TRUADVICE
Florida
$354K +$81.2K +1,059 +30%
RGF
852
Retirement Guys Formula
Ohio
$351K -$64.7K -846 -16%
DMIC
853
Dixon Mitchell Investment Counsel
British Columbia, Canada
$350K – – –
BWA
854
Bordeaux Wealth Advisors
California
$348K +$76 +1 +0%
PWP
855
Private Wealth Partners
California
$344K +$344K +4,500 New
OWP
856
Obermeyer Wealth Partners
Colorado
$344K -$17.4K -227 -5%
ACM
857
Alpha Capital Management
Texas
$344K – – –
BFA
858
Beaumont Financial Advisors
Massachusetts
$343K – – –
CCG
859
Coastwise Capital Group
California
$342K +$76K +993 +29%
BAM
860
BOS Asset Management
Illinois
$341K -$248K -3,247 -42%
WHCI
861
W.H. Cornerstone Investments
Massachusetts
$340K +$340K +4,440 New
ETIA
862
Epic Trust Investment Advisors
Washington
$339K – – –
CJFS
863
Coulter & Justus Financial Services
Tennessee
$338K – – –
ECM
864
Evergreen Capital Management
Washington
$338K +$38.9K +508 +13%
BFIM
865
Beese Fulmer Investment Management
Ohio
$338K -$3.83K -50 -1%
FSWA
866
Financial Synergies Wealth Advisors
Texas
$337K +$25.5K +333 +8%
RB
867
Rodgers Brothers
Pennsylvania
$334K -$38.2K -500 -10%
MCM
868
Maple Capital Management
Vermont
$325K -$40.5K -530 -11%
SW
869
StrongBox Wealth
Missouri
$321K – – –
OMC
870
Overbrook Management Corp
New York
$320K -$22.9K -300 -7%
HPM
871
Hudson Portfolio Management
New York
$320K -$191K -2,495 -37%
PEA
872
Park Edge Advisors
Ohio
$317K -$136K -1,775 -30%
JHCP
873
Jackson Hole Capital Partners
Oklahoma
$316K -$331K -4,331 -51%
LPAM
874
Lodestar Private Asset Management
California
$315K -$168K -2,198 -35%
TA
875
TruWealth Advisors
Louisiana
$315K -$191K -2,499 -38%
33 34
35
36 37