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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 %
SCM
951
Steele Capital Management
Iowa
$268K +$268K +3,484 New
CSIA
952
Charles Schwab Investment Advisory
California
$264K +$264K +3,422 New
BCP
953
Blue Chip Partners
Michigan
$263K +$17.2K +223 +7%
AT
954
American Trust
Kentucky
$262K +$28.8K +374 +12%
DP
955
Dearborn Partners
Illinois
$261K – – –
WA
956
Waverly Advisors
Alabama
$260K -$2.7K -35 -1%
LSA
957
Lion Street Advisors
Texas
$259K -$3.54K -46 -1%
WWP
958
Waypoint Wealth Partners
California
$258K +$16.2K +210 +7%
SFS
959
Starfox Financial Services
Texas
$257K -$27.4K -356 -10%
APWM
960
Argonautica Private Wealth Management
Massachusetts
$257K +$847 +11 +0.3%
FMTC
961
Farmers & Merchants Trust Company
California
$257K -$17.4K -226 -6%
NFG
962
Nadler Financial Group
Illinois
$257K +$385 +5 +0.2%
VW
963
Vance Wealth
California
$256K +$6.47K +84 +3%
NWMG
964
National Wealth Management Group
Ohio
$256K -$6.47K -84 -2%
BCM
965
Brookmont Capital Management
Texas
$255K -$4.39K -57 -2%
SPWG
966
Syntegra Private Wealth Group
Missouri
$255K -$16.4K -213 -6%
NHC
967
Nicholas Hoffman & Company
Georgia
$254K +$4.62K +60 +2%
BFM
968
Boston Financial Management
Massachusetts
$254K -$144K -1,867 -36%
SWM
969
Sterling Wealth Management
Illinois
$253K +$253K +3,285 New
WFM
970
Wolff Financial Management
Michigan
$253K +$2.47K +32 +1%
TPW
971
TL Private Wealth
Texas
$251K +$251K +3,263 New
LIA
972
LifePlan Investment Advisors
North Carolina
$251K +$251K +3,255 New
IFA
973
Index Fund Advisors
California
$251K +$539 +7 +0.2%
JWA
974
JFS Wealth Advisors
Pennsylvania
$249K -$37.6K -488 -13%
ETIA
975
Epic Trust Investment Advisors
Washington
$248K +$4.31K +56 +2%
37 38
39
40 41