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Vanguard Short-Term Bond ETF
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Overview Fund Activity

339 hedge funds and large institutions have $7.67B invested in Vanguard Short-Term Bond ETF in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 140 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+38
Holders Change %
+12.62%
% of All Funds
9.85%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
1.31%
New
64
Increased
140
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BTS
BB&T Securities
Virginia
$80M
2
Bank of America
Bank of America
North Carolina
$1.43B
3
Morgan Stanley
Morgan Stanley
New York
$556M
4
TCT
TIAA CREF Trust
Missouri
$693M
5
Wells Fargo
Wells Fargo
California
$1.01B

Top Sellers

1
WCM
Windham Capital Management
Massachusetts
$1.48M
2
EFM
Equinox Fund Management
Colorado
$77.7M
3
Ameriprise
Ameriprise
Minnesota
$91.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$277M
5
LPL Financial
LPL Financial
California
$74.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HJA
126
Hugh Johnson Advisors
New York
$2.54M +$895K +11,195 +54%
EAM
127
Evanson Asset Management
California
$2.52M +$2.52M +31,471 New
GJIC
128
Gamble Jones Investment Counsel
California
$2.5M +$66.3K +829 +3%
BFG
129
Beacon Financial Group
Texas
$2.47M +$545K +6,831 +28%
RFS
130
Rockefeller Financial Services
New York
$2.41M +$939K +11,749 +64%
GWM
131
Greenwich Wealth Management
Connecticut
$2.4M +$262K +3,275 +12%
VNB
132
Valley National Bancorp
New York
$2.39M +$2.39M +29,864 New
Neuberger Berman Group
133
Neuberger Berman Group
New York
$2.38M -$2.13M -26,615 -47%
NEPWA
134
New England Private Wealth Advisors
Massachusetts
$2.35M +$6.47K +81 +0.3%
CFS
135
Community Financial System
New York
$2.29M +$100K +1,256 +5%
BBA
136
BLB&B Advisors
Pennsylvania
$2.28M +$71.1K +890 +3%
FBNAT
137
FirstMerit Bank N.A. Trustee
Ohio
$2.23M +$78.2K +979 +4%
CL
138
CPWM LLC
Washington
$2.22M +$872K +10,911 +65%
RIA
139
Regal Investment Advisors
Michigan
$2.21M +$228K +2,853 +12%
AI
140
Atria Investments
North Carolina
$2.18M +$1.76M +21,990 +414%
RCM
141
Rotella Capital Management
Washington
$2.13M +$1.69M +21,100 +377%
PMG
142
ProVise Management Group
Florida
$2.1M – – –
BUB
143
BBVA USA Bancshares
Texas
$2.06M +$56.5K +707 +3%
Lazard Asset Management
144
Lazard Asset Management
New York
$2.05M -$2.06M – –
CT
145
Coastline Trust
Rhode Island
$1.99M -$83.9K -1,050 -4%
HCP
146
Holt Capital Partners
Texas
$1.93M +$1.93M +24,113 New
ST
147
Stifel Trust
Missouri
$1.89M +$129K +1,619 +7%
CP
148
Camelot Portfolios
Ohio
$1.89M -$1.23M -15,342 -39%
SCP
149
Seizert Capital Partners
Michigan
$1.87M +$754K +9,430 +68%
SMU
150
Signet Management USA
Virginia
$1.86M +$1.86M +23,319 New
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