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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,198 hedge funds and large institutions have $29B invested in Vanguard Short-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 400 increasing their positions, 515 reducing their positions, and 82 closing their positions.

Holders
1,198
Holders Change
+75
Holders Change %
+6.68%
% of All Funds
17.57%
Holding in Top 10
139
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.92%
% of All Funds
2.04%
New
176
Increased
400
Reduced
515
Closed
82
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$393K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.46B
2
Goldman Sachs
2
Goldman Sachs
New York
$2.13B
3
Northern Trust
3
Northern Trust
Illinois
$677M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.6B
5
MIS
5
Morningstar Investment Services
Illinois
$290M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$24M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.58B
3
UCFA
3
United Capital Financial Advisors
Texas
$415M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$196M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$1.02B
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.46B 57,891,462 +28,086,875 +94%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.58B 46,474,582 -5,160,683 -10%
Goldman Sachs
3
Goldman Sachs
New York
$2.13B 27,696,618 +13,478,049 +95%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.6B 20,726,743 +1,925,090 +10%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.16B 15,001,564 -2,076,963 -12%
Empower Advisory Group
6
Empower Advisory Group
Colorado
$1.02B 13,195,657 -2,258,797 -15%
AF
7
Allworth Financial
California
$853M 11,076,200 +296,182 +3%
Northern Trust
8
Northern Trust
Illinois
$677M 8,794,287 +3,230,919 +58%
Bank of America
9
Bank of America
North Carolina
$630M 8,184,900 -1,752,897 -18%
Wells Fargo
10
Wells Fargo
California
$498M 6,471,209 -754,208 -10%
LPL Financial
11
LPL Financial
California
$434M 5,631,286 +159,457 +3%
TI
12
Truepoint Inc
Ohio
$427M 5,540,703 +120,897 +2%
UCFA
13
United Capital Financial Advisors
Texas
$415M 5,382,469 -4,476,585 -45%
AAS
14
Avantax Advisory Services
Texas
$398M 5,172,148 -98,321 -2%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$321M 4,167,062 -366,465 -8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$301M 3,912,424 -133,042 -3%
MIS
17
Morningstar Investment Services
Illinois
$290M 3,772,526 +1,864,442 +98%
Corient Private Wealth
18
Corient Private Wealth
Florida
$260M 3,374,277 +331,382 +11%
LNC
19
Lincoln National Corp
Pennsylvania
$235M 3,052,942 +22,669 +0.7%
TLFA
20
True Link Financial Advisors
California
$218M 2,835,837 +174,785 +7%
Charles Schwab
21
Charles Schwab
California
$214M 2,778,165 -265,029 -9%
UBS Group
22
UBS Group
Switzerland
$211M 2,742,705 -1,115,999 -29%
Osaic Holdings
23
Osaic Holdings
Arizona
$196M 2,546,718 -2,505,430 -50%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$195M 2,527,398 -10,714 -0.4%
MIM
25
MetLife Investment Management
New Jersey
$192M 2,491,700 -33,300 -1%
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