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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 %
LPP
1051
Life Planning Partners
Florida
$175K +$175K +2,270 New
NP
1052
NorthRock Partners
Minnesota
$168K +$168K +2,185 New
GWM
1053
Guardian Wealth Management
Illinois
$167K +$8.24K +107 +5%
BWL
1054
Bogart Wealth LLC
Virginia
$166K -$31.1M -403,896 -99%
CB
1055
Centennial Bank
Arkansas
$165K – – –
BCMLT
1056
Beacon Capital Management LLC (Tennessee)
Tennessee
$164K +$26.7K +355 +19%
SSB
1057
Sandy Spring Bank
Maryland
$163K +$133K +1,726 +443%
AWM
1058
Atticus Wealth Management
Florida
$145K -$520K -6,753 -78%
SS
1059
Sunbelt Securities
Texas
$144K -$16.2K -210 -10%
PO
1060
Private Ocean
California
$143K +$143K +1,858 New
CYG
1061
Clean Yield Group
Vermont
$142K – – –
BL
1062
Balentine LLC
Georgia
$139K +$1.39K +18 +1%
PCMC
1063
Private Capital Management (Colorado)
Colorado
$136K +$13.1K +170 +11%
FBC
1064
Fairfield, Bush & Co
Connecticut
$127K +$127K +1,650 New
JWM
1065
Janiczek Wealth Management
Colorado
$126K – – –
CB
1066
Community Bank
New York
$124K -$108K -1,400 -46%
KFP
1067
Keener Financial Planning
Texas
$122K +$122K +1,578 New
GWANC
1068
Guardian Wealth Advisors (North Carolina)
North Carolina
$121K – – –
RDFA
1069
Ritter Daniher Financial Advisory
Ohio
$118K – – –
MCM
1070
MidAtlantic Capital Management
Virginia
$116K +$116K +1,506 New
CAS
1071
Coppell Advisory Solutions
Texas
$114K +$108K +1,400 +1,667%
SWM
1072
Sugarloaf Wealth Management
Georgia
$114K +$52.5K +681 +85%
NCM
1073
Northwest Capital Management
Oregon
$113K – – –
CA
1074
Crewe Advisors
Utah
$107K -$23.1K -300 -18%
CFO
1075
CVA Family Office
Colorado
$101K +$101K +1,314 New
41 42
43
44 45