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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 %
BBWP
926
Beacon Bridge Wealth Partners
Pennsylvania
$261K -$26.6K -352 -9%
MWM
927
Mission Wealth Management
California
$261K +$261K +3,448 New
AWP
928
Atlas Wealth Partners
Pennsylvania
$259K +$259K +3,426 New
NWMG
929
National Wealth Management Group
Ohio
$258K -$38.1K -504 -13%
DP
930
Dearborn Partners
Illinois
$256K – – –
YIA
931
YHB Investment Advisors
Connecticut
$255K – – –
PAA
932
Peregrine Asset Advisers
Oregon
$254K -$8.54K -113 -3%
BCM
933
Brookmont Capital Management
Texas
$254K -$3.85K -51 -1%
TBC
934
Ted Buchan & Co
California
$254K – – –
RPCA
935
Running Point Capital Advisors
California
$253K +$9.07K +120 +4%
Fisher Asset Management
936
Fisher Asset Management
Washington
$251K +$251K +3,323 New
NFG
937
Nadler Financial Group
Illinois
$251K +$227 +3 +0.1%
CT
938
Coastline Trust
Rhode Island
$251K -$173K -2,290 -41%
MFS
939
McNamara Financial Services
Massachusetts
$249K +$38.9K +517 +19%
APWM
940
Argonautica Private Wealth Management
Massachusetts
$248K -$756 -10 -0.3%
GP
941
Girard Partners
Pennsylvania
$248K -$2.34K -31 -0.9%
LF
942
Lee Financial
Texas
$248K +$68.9K +912 +39%
SRSA
943
S.R. Schill & Associates
Washington
$245K -$38.2K -505 -13%
DT
944
Diversified Trust
Tennessee
$245K +$151 +2 +0.1%
IFA
945
Index Fund Advisors
California
$245K +$302 +4 +0.1%
CWA
946
Clearview Wealth Advisors
Oregon
$244K -$9.75K -129 -4%
WW
947
Waterfront Wealth
Kansas
$244K -$40.4K -535 -14%
NCM
948
NCM Capital Management
New Jersey
$243K – – –
SDH
949
Sloy Dahl & Holst
Washington
$243K +$243K +3,215 New
FI
950
Financial Insights
Washington
$243K +$6.35K +84 +3%
36 37
38
39 40