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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.

Holders
1,198
Holders Change
+75
Holders Change %
+6.68%
% of All Funds
17.57%
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
1
Morgan Stanley
New York
$4.46B
2
Goldman Sachs
2
Goldman Sachs
New York
$2.13B
3
Northern Trust
3
Northern Trust
Illinois
$677M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.6B
5
MIS
5
Morningstar Investment Services
Illinois
$290M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$24M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.58B
3
UCFA
3
United Capital Financial Advisors
Texas
$415M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$196M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$1.02B
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$41.7M 541,134 +8,518 +2%
SW
77
SoFi Wealth
California
$38.3M 497,790 +19,243 +4%
AA
78
Ancora Advisors
Ohio
$38.1M 494,384 +26,392 +6%
VFP
79
Verus Financial Partners
Virginia
$38M 493,362 -53,648 -10%
FFA
80
Farther Finance Advisors
California
$37.7M 489,077 +436,943 +838%
Citigroup
81
Citigroup
New York
$36.9M 478,525 -66,889 -12%
CF
82
Corrigan Financial
Rhode Island
$36.5M 473,745 +4,081 +0.9%
AC
83
Annandale Capital
Texas
$36.4M 472,285 +8,168 +2%
BMM
84
Berkshire Money Management
Massachusetts
$34.8M 452,096 -26,024 -5%
CFB
85
Cullen/Frost Bankers
Texas
$34.8M 451,835 +229,550 +103%
AIA
86
Arbor Investment Advisors
North Carolina
$34.8M 451,465 +21,068 +5%
CIAS
87
CBIZ Investment Advisory Services
Ohio
$34.7M 450,295 +7,174 +2%
COCM
88
Charter Oak Capital Management
New Hampshire
$34.2M 443,496 -11,753 -3%
B
89
Bridgeworth
Alabama
$33.5M 435,030 +18,688 +4%
WWM
90
Wiser Wealth Management
Georgia
$33.2M 432,799 +17,753 +4%
FGAM
91
Financial Gravity Asset Management
Texas
$32.8M 502,930 +40,900 +9%
QWP
92
Quotient Wealth Partners
Texas
$32.7M 424,180 +424,180 New
USAA
93
United Services Automobile Association
Texas
$30.9M 401,130 -2,212 -0.5%
FPIS
94
Financial Planning & Information Services
Wisconsin
$28.6M 371,044 -25,461 -6%
William Blair & Company
95
William Blair & Company
Illinois
$28.2M 365,999 -14,508 -4%
WG
96
Watchman Group
Texas
$27M 350,960 -12,488 -3%
PIFP
97
Partners in Financial Planning
Virginia
$26.4M 343,284 +18,475 +6%
TIAA Trust, National Association
98
TIAA Trust, National Association
North Carolina
$26.3M 341,902 +3,159 +0.9%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$25.6M 332,380 -94,097 -22%
CW
100
CreativeOne Wealth
Kansas
$25.4M 329,655 +3,848 +1%
2 3
4
5 6