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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 %
FCA
901
FLC Capital Advisors
California
$317K -$18.5M -240,542 -98%
HNWAG
902
High Net Worth Advisory Group
Florida
$317K -$38.9K -505 -11%
MAM
903
Mainsail Asset Management
Alabama
$316K +$316K +4,107 New
SAS
904
SMI Advisory Services
Indiana
$316K -$20.3M -262,903 -98%
CAM
905
Chandler Asset Management
California
$315K +$25.4K +330 +9%
PI
906
PFG Investments
New York
$315K -$17.3K -225 -5%
BMD
907
Better Money Decisions
New Mexico
$313K -$134K -1,736 -30%
JHCP
908
Jackson Hole Capital Partners
Oklahoma
$313K – – –
MIM
909
Moseley Investment Management
Florida
$312K -$130K -1,687 -29%
BFA
910
Beaumont Financial Advisors
Massachusetts
$311K – – –
HR
911
Howe & Rusling
New York
$311K +$80.9K +1,050 +35%
OWA
912
Opal Wealth Advisors
New York
$311K +$311K +4,037 New
RK
913
Rather & Kittrell
Tennessee
$311K +$4.31K +56 +1%
HA
914
Hanover Advisors
South Carolina
$309K +$309K +4,013 New
RIA
915
RPG Investment Advisory
California
$308K +$308K +4,000 New
LJHT
916
Laurie J. Hall Trustee
$308K – – –
ARC
917
Advisor Resource Council
Texas
$307K +$307K +3,984 New
FSWA
918
Financial Synergies Wealth Advisors
Texas
$306K -$9.26K -123 -3%
TGAM
919
TBH Global Asset Management
Tennessee
$306K -$173K -2,246 -36%
LFG
920
Lockerman Financial Group
California
$304K -$120K -1,557 -28%
CBFP
921
Cedar Brook Financial Partners
Ohio
$302K -$26.7K -347 -8%
IWA
922
Icon Wealth Advisors
Texas
$302K +$302K +3,915 New
MCM
923
Maple Capital Management
Vermont
$300K -$19.8K -257 -6%
OC
924
Oarsman Capital
Wisconsin
$298K +$298K +3,863 New
AUIM
925
Aegon USA Investment Management
Iowa
$297K +$25K +324 +9%
35 36
37
38 39