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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
$4.46B
2
Goldman Sachs
Goldman Sachs
New York
$2.13B
3
Northern Trust
Northern Trust
Illinois
$677M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.6B
5
MIS
Morningstar Investment Services
Illinois
$290M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$24M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.58B
3
UCFA
United Capital Financial Advisors
Texas
$415M
4
Osaic Holdings
Osaic Holdings
Arizona
$196M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$1.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1226
Weik Capital Management
Pennsylvania
– -$497K -6,611 Closed
RI
1227
Rinkey Investments
California
– -$383K -5,089 Closed
BWM
1228
Birchcreek Wealth Management
Ohio
– -$354K -4,707 Closed
TI
1229
tru Independence
Oregon
– -$315K -4,193 Closed
3LCM
1230
3D/L Capital Management
Connecticut
– -$313K -4,166 Closed
JGUA
1231
John G. Ullman & Associates
New York
– -$308K -4,097 Closed
AAS
1232
Annex Advisory Services
Wisconsin
– -$296K -3,944 Closed
CW
1233
Channel Wealth
California
– -$295K -3,930 Closed
CPCM
1234
Cardinal Point Capital Management
Ontario, Canada
– -$288K -3,837 Closed
VC
1235
Vestor Capital
Illinois
– -$285K -3,785 Closed
Tudor Investment Corp
1236
Tudor Investment Corp
Connecticut
– -$271K -3,608 Closed
BBWP
1237
Beacon Bridge Wealth Partners
Pennsylvania
– -$261K -3,470 Closed
OAM
1238
Occidental Asset Management
California
– -$259K -3,451 Closed
YIA
1239
YHB Investment Advisors
Connecticut
– -$254K -3,375 Closed
LWM
1240
Liberty Wealth Management
California
– -$240K -3,196 Closed
MHWM
1241
Montz Harcus Wealth Management
Louisiana
– -$230K -3,063 Closed
LA
1242
Latitude Advisors
Florida
– -$229K -3,050 Closed
DWM
1243
Dopkins Wealth Management
New York
– -$228K -3,028 Closed
OWP
1244
Obermeyer Wealth Partners
Colorado
– -$227K -3,021 Closed
TBC
1245
Ted Buchan & Co
California
– -$224K -2,985 Closed
OMC
1246
Overbrook Management Corp
New York
– -$222K -2,949 Closed
AWM
1247
Accurate Wealth Management
Florida
– -$217K -2,904 Closed
BCG
1248
Breakwater Capital Group
New Jersey
– -$216K -2,880 Closed
RWP
1249
RWA Wealth Partners
Massachusetts
– -$215K -2,860 Closed
PSF
1250
Pacific Sun Financial
California
– -$215K -2,860 Closed
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50
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