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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 %
KTA
976
Keeley-Teton Advisors
Illinois
$246K -$909K -11,800 -79%
ST
977
Spinnaker Trust
Maine
$245K – – –
AWM
978
Accel Wealth Management
Iowa
$245K +$539 +7 +0.2%
SDH
979
Sloy Dahl & Holst
Washington
$243K – – –
AAMC
980
Asset Allocation & Management Company
Illinois
$242K – – –
SRSA
981
S.R. Schill & Associates
Washington
$242K – – –
ITB
982
Idaho Trust Bank
Idaho
$241K -$544K -7,062 -69%
MFS
983
McNamara Financial Services
Massachusetts
$241K -$1.85K -24 -0.8%
HPM
984
Hudson Portfolio Management
New York
$239K -$68K -883 -22%
RFO
985
RiverGlades Family Offices
Florida
$238K +$238K +3,105 New
LFA
986
Lauterbach Financial Advisors
Texas
$237K -$8.09K -105 -3%
CCG
987
Coastwise Capital Group
California
$237K -$2.47K -32 -1%
SRCM
988
Signature Resources Capital Management
California
$234K +$234K +3,040 New
CCFCSB
989
Cape Cod Five Cents Savings Bank
Massachusetts
$233K -$233K -3,021 -50%
VCM
990
Verde Capital Management
Michigan
$232K -$119K -1,548 -34%
MWM
991
Meritas Wealth Management
California
$232K -$697K -9,047 -75%
CWA
992
Clearview Wealth Advisors
Oregon
$231K +$2.54K +33 +1%
EIP
993
Easterly Investment Partners
Massachusetts
$231K -$144K -1,866 -38%
RFG
994
REAP Financial Group
Texas
$231K +$231K +2,998 New
NAG
995
Northstar Advisory Group
New Jersey
$231K – – –
EFP
996
EnRich Financial Partners
Wisconsin
$229K +$229K +2,980 New
ACA
997
Aptus Capital Advisors
Alabama
$229K -$158K -2,049 -41%
FMWA
998
Forvis Mazars Wealth Advisors
Missouri
$229K -$27.3K -354 -11%
SWIG
999
Strategic Wealth Investment Group
Kentucky
$228K +$228K +2,956 New
ESB
1000
Essex Savings Bank
Connecticut
$227K -$5.24K -68 -2%
38 39
40
41 42