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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 %
NGA
201
Naples Global Advisors
Florida
$885K +$885K +11,072 New
SIC
202
Schwartz Investment Counsel
Michigan
$859K +$16K +200 +2%
BAC
203
Boys Arnold & Co
North Carolina
$823K – – –
US Bancorp
204
US Bancorp
Minnesota
$802K -$36K -451 -4%
FHA
205
First Horizon Advisors
Tennessee
$773K +$409K +5,116 +112%
DSN
206
D. Scott Neal
Kentucky
$770K +$770K +9,635 New
WCA
207
Westover Capital Advisors
Delaware
$766K -$4K -50 -0.5%
LWI
208
Long Wharf Investors
Massachusetts
$765K +$233K +2,910 +44%
HH
209
Hilltop Holdings
Texas
$763K – – –
DWT
210
Dorsey & Whitney Trust
South Dakota
$763K – – –
CNB
211
City National Bank
California
$761K -$166K -2,071 -18%
AAM
212
Autus Asset Management
Arizona
$753K -$58.7K -734 -7%
FIM
213
Freedom Investment Management
Connecticut
$743K -$42.7K -534 -5%
MA
214
MUFG Americas
New York
$740K -$849K -10,616 -53%
CWM
215
Cranbrook Wealth Management
Michigan
$708K +$708K +8,853 New
HCM
216
Hollencrest Capital Management
California
$672K +$672K +8,403 New
DC
217
Davenport & Co
Virginia
$669K -$32.2K -403 -5%
WCM
218
Weik Capital Management
Pennsylvania
$665K -$23.9K -299 -3%
HIS
219
Horizon Investment Services
Indiana
$662K -$5.6K -70 -0.8%
PIM
220
Penobscot Investment Management
Massachusetts
$657K -$16.8K -210 -2%
IFB
221
iAB Financial Bank
Indiana
$654K +$15.2K +190 +2%
AACR
222
ACR Alpine Capital Research
Missouri
$607K +$82K +1,025 +16%
BRWA
223
B. Riley Wealth Advisors
Florida
$601K +$601K +7,519 New
JGUA
224
John G. Ullman & Associates
New York
$594K +$10.8K +135 +2%
MWP
225
MYCIO Wealth Partners
Pennsylvania
$590K +$195K +2,446 +49%
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