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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 %
OC
851
Opinicus Capital
Florida
$414K +$414K +5,380 New
MFIM
852
Mesirow Financial Investment Management
Illinois
$414K +$414K +5,378 New
MGWA
853
Monument Group Wealth Advisors
Massachusetts
$408K +$408K +5,292 New
TDWM
854
Topel & Distasi Wealth Management
California
$407K – – –
TAM
855
Todd Asset Management
Kentucky
$400K – – –
OP
856
ORG Partners
Indiana
$400K +$352K +4,572 +748%
CNB
857
Camden National Bank
Maine
$399K -$11.1K -144 -3%
LGWM
858
Litman Gregory Wealth Management
California
$389K – – –
JWCA
859
J.W. Coons Advisors
Ohio
$387K +$387K +5,030 New
BEAM
860
Baker Ellis Asset Management
Washington
$387K -$15.4K -200 -4%
PTC
861
Private Trust Company
Ohio
$381K -$105K -1,368 -22%
SAM
862
S.A. Mason
Michigan
$378K – – –
IAA
863
Independent Advisor Alliance
North Carolina
$377K +$377K +4,893 New
TC
864
TownSquare Capital
Utah
$377K +$23.9K +310 +7%
PGF
865
Plan Group Financial
Oklahoma
$372K +$372K +4,829 New
TIM
866
Tortoise Investment Management
New York
$368K +$7.32K +95 +2%
ACM
867
Absolute Capital Management
Pennsylvania
$367K -$253K -3,287 -41%
HH
868
Hilltop Holdings
Texas
$364K +$364K +4,731 New
BFG
869
Berger Financial Group
Minnesota
$364K +$21.9K +284 +6%
KWA
870
Kingswood Wealth Advisors
California
$362K +$362K +4,703 New
Fisher Asset Management
871
Fisher Asset Management
Washington
$361K -$146K -1,898 -29%
PVI
872
Pine Valley Investments
New Jersey
$360K +$128K +1,661 +55%
SPA
873
Shore Point Advisors
New Jersey
$360K +$15.1K +196 +4%
PB
874
Pinnacle Bancorp
Nebraska
$359K +$3.16K +41 +0.9%
PIA
875
Perennial Investment Advisors
California
$357K -$32.6K -423 -8%
33 34
35
36 37