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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 %
MG
876
Mather Group
Illinois
$357K -$108K -1,399 -23%
HCP
877
Holt Capital Partners
Texas
$354K -$223K -2,900 -39%
RCM
878
Raleigh Capital Management
North Carolina
$353K -$6.62K -86 -2%
MIH
879
Meitav Investment House
Israel
$350K -$5.52K -72 -2%
MFA
880
Mayflower Financial Advisors
Massachusetts
$347K -$30K -390 -8%
RCAG
881
Rehmann Capital Advisory Group
Michigan
$347K -$759K -9,858 -69%
FFWA
882
Forthright Family Wealth Advisory
Texas
$346K +$346K +4,491 New
KFGK
883
Keystone Financial Group (Kentucky)
Kentucky
$343K -$119K -1,550 -26%
MMPW
884
Mitchell McLeod Pugh & Williams
Alabama
$342K -$55K -714 -14%
EPA
885
Element Pointe Advisors
Florida
$342K -$597K -7,757 -64%
LWM
886
LJI Wealth Management
Indiana
$341K +$12.6K +163 +4%
ECM
887
Evergreen Capital Management
Washington
$340K – – –
AIP
888
Ameritas Investment Partners
Nebraska
$340K +$308 +4 +0.1%
BFIM
889
Beese Fulmer Investment Management
Ohio
$340K – – –
RB
890
Rodgers Brothers
Pennsylvania
$337K – – –
SG
891
StoneX Group
New York
$337K +$337K +4,373 New
ML
892
Mayport LLC
Massachusetts
$336K +$336K +4,360 New
KAM
893
KEB Asset Management
Illinois
$334K -$2.54K -33 -0.8%
VFPW
894
Vantage Financial Partners (Wisconsin)
Wisconsin
$332K +$332K +4,313 New
OPPS
895
Obsidian Personal Planning Solutions
Maryland
$331K -$5.16K -67 -2%
PIM
896
Penobscot Investment Management
Massachusetts
$331K +$77K +1,000 +30%
LSA
897
Lansing Street Advisors
Pennsylvania
$327K +$327K +4,240 New
IP
898
Intellectus Partners
California
$326K -$60K -779 -16%
DWP
899
Daymark Wealth Partners
Ohio
$324K +$10K +130 +3%
LFAS
900
Level Four Advisory Services
Texas
$317K +$3.54K +46 +1%
34 35
36
37 38