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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,123 hedge funds and large institutions have $26.6B invested in Vanguard Short-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 372 increasing their positions, 522 reducing their positions, and 91 closing their positions.

Holders
1,123
Holders Change
-13
Holders Change %
-1.14%
% of All Funds
17.91%
Holding in Top 10
130
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.52%
% of All Funds
2.07%
New
95
Increased
372
Reduced
522
Closed
91
Calls
$316K
Puts
–
Net Calls
+$316K
Net Calls Change
-$190K

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$341M
2
Charles Schwab
2
Charles Schwab
California
$229M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.41B
4
Goldman Sachs
4
Goldman Sachs
New York
$1.07B
5
Northern Trust
5
Northern Trust
Illinois
$418M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$512M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.88B
3
TAIM
3
TD Ameritrade Investment Management
Nebraska
$0
4
Wells Fargo
4
Wells Fargo
California
$543M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$380M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.88B 51,635,265 -16,317,385 -24%
Morgan Stanley
2
Morgan Stanley
New York
$2.24B 29,804,587 -826,638 -3%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.41B 18,801,653 +2,171,651 +13%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.28B 17,078,527 -116,652 -0.7%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$1.16B 15,454,454 +702,393 +5%
Goldman Sachs
6
Goldman Sachs
New York
$1.07B 14,218,569 +1,459,404 +11%
AF
7
Allworth Financial
California
$810M 10,780,018 -891,559 -8%
Bank of America
8
Bank of America
North Carolina
$747M 9,937,797 -1,179,425 -11%
UCFA
9
United Capital Financial Advisors
Texas
$741M 9,859,054 -1,570,693 -14%
Wells Fargo
10
Wells Fargo
California
$543M 7,225,417 -3,852,101 -35%
BCMIO
11
Beacon Capital Management Inc (Ohio)
Ohio
$512M 6,808,579 -21,235,195 -76%
Northern Trust
12
Northern Trust
Illinois
$418M 5,563,368 +784,306 +16%
LPL Financial
13
LPL Financial
California
$411M 5,471,829 +5,020 +0.1%
TI
14
Truepoint Inc
Ohio
$407M 5,419,806 +184,651 +4%
AAS
15
Avantax Advisory Services
Texas
$396M 5,270,469 +274,069 +5%
Osaic Holdings
16
Osaic Holdings
Arizona
$380M 5,052,148 -2,503,350 -33%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$341M 4,533,527 +4,533,527 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$304M 4,045,466 -31,362 -0.8%
UBS Group
19
UBS Group
Switzerland
$290M 3,858,704 -223,477 -5%
Charles Schwab
20
Charles Schwab
California
$229M 3,043,194 +3,043,194 New
Corient Private Wealth
21
Corient Private Wealth
Florida
$229M 3,042,895 +204,826 +7%
LNC
22
Lincoln National Corp
Pennsylvania
$228M 3,030,273 +84,020 +3%
TLFA
23
True Link Financial Advisors
California
$200M 2,661,052 -541,937 -17%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$191M 2,538,112 +63,953 +3%
MIM
25
MetLife Investment Management
New Jersey
$190M 2,525,000 -1,659,700 -40%
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