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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
$1.1B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.02B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.06B
4
WL
WIT LLC
District of Columbia
$147M
5
EA
Efficient Advisors
Ohio
$68.2M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$59.3M
2
MFG
Merit Financial Group
Georgia
$20.1M
3
Truist Financial
Truist Financial
North Carolina
$121M
4
APP
Avantax Planning Partners
Iowa
$2.7M
5
Bank of America
Bank of America
North Carolina
$928M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
1176
Principle Wealth Partners
Connecticut
– -$251K -3,333 Closed
BW
1177
Bison Wealth
Georgia
– -$241K -3,171 Closed
VFA
1178
Valeo Financial Advisors
Indiana
– -$233K -3,093 Closed
CFA
1179
Compass Financial Advisors
Indiana
– -$221K -2,935 Closed
WF
1180
Wayfinding Financial
Washington
– -$234K -2,932 Closed
TWP
1181
Tempus Wealth Planning
California
– -$218K -2,898 Closed
AWA
1182
Amplius Wealth Advisors
Pennsylvania
– -$211K -2,805 Closed
JAG
1183
Journey Advisory Group
Kentucky
– -$210K -2,784 Closed
CAC
1184
Certified Advisory Corp
Florida
– -$203K -2,700 Closed
CAI
1185
Capital Advisors Inc
Oklahoma
– -$202K -2,684 Closed
LFA
1186
LGT Financial Advisors
Texas
– -$191K -2,535 Closed
SSC
1187
Syverson Strege & Co
Iowa
– -$169K -2,248 Closed
WOSD
1188
WFA of San Diego
California
– -$153K -2,032 Closed
EE
1189
EWG Elevate
California
– -$136K -1,801 Closed
LPIC
1190
LeJeune Puetz Investment Counsel
Michigan
– -$119K -1,584 Closed
LAM
1191
Lakewood Asset Management
Illinois
– -$119K -1,575 Closed
GIA
1192
GHP Investment Advisors
Colorado
– -$109K -1,445 Closed
Simplex Trading
1193
Simplex Trading
Illinois
– -$84K -1,116 Closed
TWD
1194
True Wealth Design
Ohio
– -$75.3K -1,000 Closed
DWP
1195
Destiny Wealth Partners
Florida
– -$61.6K -818 Closed
FA
1196
Fiduciary Alliance
South Carolina
– -$54.2K -720 Closed
CTB
1197
Country Trust Bank
Illinois
– -$43.1K -573 Closed
HNWAG
1198
High Net Worth Advisory Group
Florida
– -$35.4K -470 Closed
RWMH
1199
Riverpoint Wealth Management Holdings
Illinois
– -$30K -399 Closed
AF
1200
Affiance Financial
Minnesota
– -$28.8K -382 Closed
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