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Vanguard Short-Term Bond ETF
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Overview Fund Activity

649 hedge funds and large institutions have $15B invested in Vanguard Short-Term Bond ETF in 2017 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 243 increasing their positions, 204 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+75
Holders Change %
+13.07%
% of All Funds
14.74%
Holding in Top 10
75
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.64%
% of All Funds
1.7%
New
121
Increased
243
Reduced
204
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.16B
2
TF
TIAA FSB
Florida
$1.47B
3
Bank of America
Bank of America
North Carolina
$4.38B
4
LPL Financial
LPL Financial
California
$107M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.27B

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$3.87M
2
ICOA
Investment Centers of America
North Dakota
$0
3
Lazard Asset Management
Lazard Asset Management
New York
$3.49M
4
PI
Pachira Investments
California
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLA
176
Financial Life Advisors
Texas
$4.11M +$4.11M +51,990 New
MFP
177
Mosaic Financial Partners
California
$4.07M +$120K +1,518 +3%
PI
178
PHH Investments
Texas
$4.06M +$293K +3,710 +8%
C
179
Clearshares
New York
$4.03M +$4.03M +50,949 New
CL
180
CPWM LLC
Washington
$3.99M -$9.89K -125 -0.2%
LIA
181
LBMC Investment Advisors
Tennessee
$3.98M -$163K -2,061 -4%
HS
182
Horan Securities
United States
$3.96M +$323K +4,084 +9%
AWM
183
Avior Wealth Management
Nebraska
$3.95M +$377K +4,771 +11%
BCI
184
Brinker Capital Investments
Pennsylvania
$3.87M -$35.3M -446,450 -90%
LA
185
Legacy Advisors
Pennsylvania
$3.82M +$680K +8,592 +22%
EWMCB
186
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.73M +$17.6K +223 +0.5%
PMG
187
ProVise Management Group
Florida
$3.62M +$271K +3,421 +8%
AAS
188
Annex Advisory Services
Wisconsin
$3.62M +$369K +4,667 +11%
WAS
189
Winch Advisory Services
Wisconsin
$3.61M -$362K -4,576 -9%
CB
190
Community Bank
New York
$3.6M -$15.9K -201 -0.4%
MFT
191
Moisand Fitzgerald Tamayo
Florida
$3.53M +$448K +5,665 +15%
PFM
192
Phillips Financial Management
Indiana
$3.53M +$134K +1,696 +4%
VAM
193
Visionary Asset Management
Texas
$3.52M +$33.5K +423 +1%
Lazard Asset Management
194
Lazard Asset Management
New York
$3.49M -$24.4M – –
BIAS
195
Beacon Investment Advisory Services
New Jersey
$3.48M -$1.78M -22,532 -34%
CMBA
196
C.M. Bidwell & Associates
Hawaii
$3.46M +$3.46M +43,749 New
NG
197
Northstar Group
New York
$3.42M +$938K +11,850 +38%
AT
198
Arden Trust
Delaware
$3.4M -$73.1K -924 -2%
PCM
199
Pointe Capital Management
Michigan
$3.25M -$127K -1,605 -4%
SIA
200
Starfire Investment Advisers
Michigan
$3.25M +$3.25M +41,135 New
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8
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