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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 %
VCM
851
Verde Capital Management
Michigan
$356K -$81.5K -1,079 -19%
FBB
852
Fulton Breakefield Broenniman
Maryland
$355K +$94.6K +1,252 +36%
T
853
TRUADVICE
Florida
$354K +$5.29K +70 +2%
CIA
854
Cascade Investment Advisors
Oregon
$354K +$76 +1 +0%
OP
855
ORG Partners
Indiana
$353K +$353K +4,672 New
MG
856
Mather Group
Illinois
$353K +$52.7K +697 +18%
CIBC Private Wealth Group
857
CIBC Private Wealth Group
Georgia
$351K – – –
RCM
858
Raleigh Capital Management
North Carolina
$350K -$20K -264 -5%
HNWAG
859
High Net Worth Advisory Group
Florida
$349K +$349K +4,615 New
RVM
860
Robinson Value Management
Texas
$347K -$114K -1,510 -25%
TI
861
tru Independence
Oregon
$346K -$56.1K -742 -14%
FTUS
862
Flow Traders U.S.
New York
$346K +$346K +4,585 New
SPA
863
Shore Point Advisors
New Jersey
$345K -$11.7K -155 -3%
ACM
864
Alpha Capital Management
Texas
$344K – – –
FSWA
865
Financial Synergies Wealth Advisors
Texas
$342K +$9.67K +128 +3%
APP
866
Avantax Planning Partners
Iowa
$341K -$2.32M -30,766 -87%
AWM
867
Aprio Wealth Management
Georgia
$339K -$193K -2,552 -36%
BFA
868
Beaumont Financial Advisors
Massachusetts
$338K – – –
SIAG
869
Safeguard Investment Advisory Group
California
$338K -$30.9K -409 -8%
WEG
870
World Equity Group
Illinois
$336K -$4.84M -64,060 -94%
CAWM
871
Capital Advisors Wealth Management
Washington
$334K -$18.5K -245 -5%
ECM
872
Evergreen Capital Management
Washington
$334K – – –
BFIM
873
Beese Fulmer Investment Management
Ohio
$334K – – –
IW
874
Imprint Wealth
South Carolina
$331K +$331K +4,384 New
SIC
875
Samalin Investment Counsel
New York
$331K +$28.6K +378 +9%
33 34
35
36 37