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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,132 hedge funds and large institutions have $30.6B invested in Vanguard Short-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 433 increasing their positions, 486 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,132
Holders Change
-33
Holders Change %
-2.83%
% of All Funds
18.12%
Holding in Top 10
153
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-11.05%
% of All Funds
2.45%
New
84
Increased
433
Reduced
486
Closed
82
Calls
$268K
Puts
–
Net Calls
+$268K
Net Calls Change
-$56K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$436M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$144M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$92.1M
4
WL
WIT LLC
District of Columbia
+$66.9M
5
EA
Efficient Advisors
Ohio
+$48.9M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
-$142M
2
MFG
Merit Financial Group
Georgia
-$110M
3
Truist Financial
Truist Financial
North Carolina
-$92.4M
4
APP
Avantax Planning Partners
Iowa
-$84.9M
5
Bank of America
Bank of America
North Carolina
-$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
976
Pacific Center for Financial Services
California
$216K +$216K +2,822 New
WIP
977
WealthCare Investment Partners
Rhode Island
$215K +$459 +6 +0.2%
BEI
978
Benjamin Edwards Inc
Missouri
$215K -$4.62M -60,419 -96%
PHS
979
Pekin Hardy Strauss
Illinois
$215K -$20.2K -264 -9%
CGFA
980
Colton Groome Financial Advisors
North Carolina
$214K +$2.75K +36 +1%
RTL
981
Red Tortoise LLC
Georgia
$214K +$229 +3 +0.1%
MCM
982
Mattern Capital Management
Colorado
$214K -$1.43M -18,758 -87%
MFS
983
McNamara Financial Services
Massachusetts
$213K +$3.67K +48 +2%
SOS
984
Silver Oak Securities
Tennessee
$213K +$213K +2,786 New
MWP
985
Meridian Wealth Partners
Pennsylvania
$213K -$8.49K -111 -4%
OFS
986
OneAscent Financial Services
Alabama
$210K +$210K +2,742 New
CWM
987
Cahaba Wealth Management
Georgia
$209K +$209K +2,731 New
HIA
988
Harbor Investment Advisory
Maryland
$209K – – –
TF
989
Trek Financial
Arizona
$208K -$918 -12 -0.4%
EBT
990
Enterprise Bank & Trust
Massachusetts
$208K -$11.2K -147 -5%
CW
991
CIC Wealth
Maryland
$208K -$106K -1,381 -34%
TBWA
992
Three Bridge Wealth Advisors
California
$207K +$207K +2,708 New
BFG
993
Bouchey Financial Group
New York
$207K +$207K +2,718 New
SMC
994
Smith, Moore & Co
Missouri
$206K -$77.5K -1,013 -27%
TC
995
Trilogy Capital
California
$206K +$206K +2,688 New
BB
996
Busey Bank
Illinois
$204K -$97.1K -1,270 -32%
PIM
997
Penobscot Investment Management
Massachusetts
$203K +$203K +2,650 New
FMTC
998
Farmers & Merchants Trust Company
California
$202K +$202K +2,642 New
CWP
999
Core Wealth Partners
California
$202K +$16.4K +215 +9%
PFGIA
1000
Patriot Financial Group Insurance Agency
Massachusetts
$201K -$53.8K -703 -21%
38 39
40
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