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Vanguard Short-Term Bond ETF
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Overview Fund Activity

496 hedge funds and large institutions have $11B invested in Vanguard Short-Term Bond ETF in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 215 increasing their positions, 159 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+5
Holders Change %
+1.02%
% of All Funds
13.25%
Holding in Top 10
64
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.48%
% of All Funds
1.71%
New
42
Increased
215
Reduced
159
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IndexIQ Advisors
New York
$212M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$499M
3
TCT
TIAA CREF Trust
Missouri
$968M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$86.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$96.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.96B
2
USAA
United Services Automobile Association
Texas
$181M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$738M
4
AssetMark Inc
AssetMark Inc
California
$26.5M
5
WCM
Windham Capital Management
Massachusetts
$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
176
Regal Investment Advisors
Michigan
$2.79M +$188K +2,322 +7%
PCM
177
Perritt Capital Management
Illinois
$2.77M +$138K +1,703 +5%
MFT
178
Moisand Fitzgerald Tamayo
Florida
$2.74M +$110K +1,362 +4%
VFA
179
Voya Financial Advisors
Connecticut
$2.71M +$498K +6,153 +23%
BC
180
Brinker Capital
Pennsylvania
$2.67M +$2.67M +32,918 New
CT
181
Coastline Trust
Rhode Island
$2.65M -$66.5K -820 -2%
William Blair & Company
182
William Blair & Company
Illinois
$2.64M +$2.64M +32,596 New
AMG
183
Asset Management Group
Connecticut
$2.64M -$114K -1,410 -4%
WF
184
Welch & Forbes
Massachusetts
$2.61M -$60.8K -750 -2%
Cetera Investment Advisers
185
Cetera Investment Advisers
Illinois
$2.6M +$661K +8,171 +34%
HJA
186
Hugh Johnson Advisors
New York
$2.6M -$273K -3,374 -10%
FA
187
FDx Advisors
Illinois
$2.58M +$580K +7,151 +29%
HDIM
188
Hanson & Doremus Investment Management
Vermont
$2.57M +$380K +4,690 +17%
EAM
189
Evanson Asset Management
California
$2.56M -$37.8K -466 -1%
EAMA
190
EFG Asset Management (Americas)
Florida
$2.56M +$304K +3,748 +13%
SWM
191
SVA Wealth Management
Wisconsin
$2.52M +$16.5K +204 +0.7%
CG
192
Colony Group
Massachusetts
$2.5M -$341K -4,202 -12%
NEPWA
193
New England Private Wealth Advisors
Massachusetts
$2.47M +$8.76K +108 +0.4%
AWM
194
Avior Wealth Management
Nebraska
$2.47M +$489K +6,030 +25%
AW
195
Alpha Windward
Massachusetts
$2.47M -$162K -1,998 -6%
BFEC
196
Benjamin F. Edwards & Company
Missouri
$2.47M +$91.8K +1,133 +4%
Lazard Asset Management
197
Lazard Asset Management
New York
$2.41M -$2.4M – –
AACR
198
ACR Alpine Capital Research
Missouri
$2.41M +$933K +11,510 +63%
AWM
199
Altavista Wealth Management
North Carolina
$2.39M -$217K -2,674 -8%
AP
200
Advisors Preferred
Maryland
$2.38M +$916K +11,300 +62%
6 7
8
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