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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 %
CSIC
926
Clifford Swan Investment Counsel
California
$295K -$142K -1,838 -32%
BB
927
Busey Bank
Illinois
$295K +$90.3K +1,173 +44%
FCI
928
Financial Counselors Inc
Kansas
$294K +$24.3K +315 +9%
FWI
929
Facet Wealth Inc
Maryland
$293K +$293K +3,819 New
BFPW
930
BOK Financial Private Wealth
Colorado
$292K -$3.75M -48,738 -93%
WIC
931
Woodmont Investment Counsel
Tennessee
$292K -$158K -2,050 -35%
HIC
932
Holderness Investments Company
North Carolina
$292K +$292K +3,785 New
CIA
933
Cascade Investment Advisors
Oregon
$291K -$15.3K -199 -5%
JFGIW
934
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$290K -$306K -3,973 -51%
AFC
935
Adaptive Financial Consulting
Ohio
$289K – – –
DIM
936
Delta Investment Management
California
$288K -$155K -2,017 -35%
LFA
937
Landmark Financial Advisors
Kentucky
$286K +$65.8K +854 +30%
CPIA
938
Cornell Pochily Investment Advisors
New York
$283K +$283K +3,672 New
HCMG
939
Howard Capital Management Group
California
$283K -$135K -1,750 -32%
WSTAM
940
Wilbanks Smith & Thomas Asset Management
Virginia
$282K +$1.23K +16 +0.4%
IW
941
Imprint Wealth
South Carolina
$282K +$9.94K +129 +4%
PNC
942
Park National Corp
Ohio
$281K -$1.08K -14 -0.4%
HP
943
Hilltop Partners
Indiana
$279K -$3.31K -43 -1%
WP
944
WealthPLAN Partners
Nebraska
$278K -$11.4K -148 -4%
VF
945
VitalStone Financial
Texas
$278K -$17.7K -230 -6%
ACM
946
Alpha Capital Management
Texas
$278K – – –
SNB
947
Security National Bank
Nebraska
$277K +$277K +3,602 New
GT
948
Glenview Trust
Kentucky
$277K +$277K +3,595 New
DB
949
Dravo Bay
Delaware
$274K +$43.4K +564 +19%
CIAS
950
Capital Investment Advisory Services
North Carolina
$269K +$69.7K +905 +35%
36 37
38
39 40