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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 %
CIR
1001
Clear Investment Research
Georgia
$201K -$78.3K -1,023 -28%
EWP
1002
Elevation Wealth Partners
California
$194K +$194K +2,538 New
GFL
1003
Granite FO LLC
New Hampshire
$189K +$1.53K +20 +0.8%
Commonwealth Equity Services
1004
Commonwealth Equity Services
Massachusetts
$186K -$69 -906 -0%
FRA
1005
Front Row Advisors
California
$185K – – –
LF
1006
Lee Financial
Texas
$181K – – –
CT
1007
Cambridge Trust
Massachusetts
$175K -$138K -1,805 -44%
SIS
1008
Sound Income Strategies
Florida
$173K +$136K +1,781 +375%
RWPA
1009
Richard W. Paul & Associates
Michigan
$172K -$6.81K -89 -4%
GWM
1010
Guardian Wealth Management
Illinois
$167K -$81.8K -1,069 -33%
CIAS
1011
Capital Investment Advisory Services
North Carolina
$164K +$77 +1 +0%
CT
1012
Colonial Trust
South Carolina
$154K +$18.6K +243 +14%
JWM
1013
Janiczek Wealth Management
Colorado
$151K – – –
CYG
1014
Clean Yield Group
Vermont
$141K – – –
CSWM
1015
Cassady Schiller Wealth Management
Ohio
$136K +$104K +1,358 +321%
GGI
1016
Godsey & Gibb Inc
Virginia
$136K +$129K +1,680 +1,714%
RDFA
1017
Ritter Daniher Financial Advisory
Ohio
$135K – – –
BONH
1018
Bank of New Hampshire
New Hampshire
$135K – – –
BCMLT
1019
Beacon Capital Management LLC (Tennessee)
Tennessee
$131K -$20.1K -263 -13%
GFWA
1020
Grey Fox Wealth Advisors
Delaware
$128K +$8.03K +105 +7%
BWM
1021
BerganKDV Wealth Management
Minnesota
$126K +$17.9K +234 +17%
FFC
1022
First Financial Corp
Indiana
$124K -$13.3K -174 -10%
SSB
1023
Sandy Spring Bank
Maryland
$120K +$229 +3 +0.2%
LWANC
1024
Laurel Wealth Advisors (North Carolina)
North Carolina
$113K -$19K -249 -14%
TF
1025
Tompkins Financial
New York
$113K -$7.11K -93 -6%
39 40
41
42 43