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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 %
LAM
1001
Lakewood Asset Management
Illinois
$227K -$75.2K -977 -25%
BFS
1002
Baskin Financial Services
Ontario, Canada
$227K – – –
MC
1003
Moors & Cabot
Massachusetts
$226K +$2.39K +31 +1%
NCM
1004
NCM Capital Management
New Jersey
$225K -$23.1K -300 -9%
PF
1005
Penney Financial
Texas
$225K +$225K +2,918 New
TA
1006
TFG Advisers
Michigan
$224K -$13.3K -173 -6%
SAF
1007
Smith Anglin Financial
Texas
$224K +$2.23K +29 +1%
SIAP
1008
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$223K +$223K +2,900 New
CWM
1009
Congress Wealth Management
Massachusetts
$223K +$308 +4 +0.1%
CGFA
1010
Colton Groome Financial Advisors
North Carolina
$221K +$221K +2,869 New
WIP
1011
WealthCare Investment Partners
Rhode Island
$221K -$11.5K -150 -5%
IIC
1012
Ironwood Investment Counsel
Arizona
$220K -$10.4K -135 -5%
WF
1013
Warner Financial
Maryland
$220K +$5.17K +67 +2%
KAM
1014
Kraft Asset Management
Tennessee
$219K +$219K +2,845 New
PFGIA
1015
Patriot Financial Group Insurance Agency
Massachusetts
$218K +$462 +6 +0.2%
GC
1016
Gilbert & Cook
Iowa
$218K -$92.3K -1,198 -30%
EGA
1017
E&G Advisors
Texas
$217K – – –
ZF
1018
Zhang Financial
Michigan
$217K -$275K -3,568 -56%
WW
1019
Waterfront Wealth
Kansas
$216K -$5.32K -69 -2%
CT
1020
Colonial Trust
South Carolina
$216K +$1.69K +22 +0.8%
BEI
1021
Benjamin Edwards Inc
Missouri
$215K – – –
FBB
1022
Fulton Breakefield Broenniman
Maryland
$214K -$69.9K -908 -25%
SPI
1023
Santori & Peters Inc
Pennsylvania
$214K -$8.78K -114 -4%
GP
1024
Girard Partners
Pennsylvania
$214K -$45.8K -594 -18%
TBWA
1025
Three Bridge Wealth Advisors
California
$213K +$2.08K +27 +1%
39 40
41
42 43