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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,150 hedge funds and large institutions have $25.8B invested in Vanguard Short-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 476 increasing their positions, 475 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
-48
Holders Change %
-4.01%
% of All Funds
16.67%
Holding in Top 10
121
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-12.95%
% of All Funds
1.75%
New
67
Increased
476
Reduced
475
Closed
94
Calls
$621K
Puts
–
Net Calls
+$621K
Net Calls Change
-$88K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$224M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$147M
3
Northern Trust
Northern Trust
Illinois
+$129M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$52.9M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$42.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.3B
2
Goldman Sachs
Goldman Sachs
New York
-$650M
3
MIS
Morningstar Investment Services
Illinois
-$154M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$139M
5
Osaic Holdings
Osaic Holdings
Arizona
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECA
326
Elevated Capital Advisors
Utah
$4.64M +$734K +9,572 +19%
ACA
327
Ackerman Capital Advisors
Texas
$4.56M +$193K +2,523 +4%
NAM
328
NorthCrest Asset Manangement
Minnesota
$4.53M +$32K +418 +0.7%
DWA
329
Delap Wealth Advisory
Oregon
$4.52M -$4.55M -59,358 -50%
MOS
330
MGO One Seven
Ohio
$4.5M +$2.53K +33 +0.1%
IWC
331
Integrated Wealth Concepts
Massachusetts
$4.47M +$245K +3,196 +6%
GRP
332
Global Retirement Partners
California
$4.46M +$106K +1,385 +2%
WFA
333
Websterrogers Financial Advisors
South Carolina
$4.45M -$12.3M -160,175 -73%
ACA
334
Affinity Capital Advisors
California
$4.44M -$921K -12,016 -17%
ACM
335
AlphaStar Capital Management
North Carolina
$4.42M -$215K -2,800 -5%
WFAG
336
Wescott Financial Advisory Group
Pennsylvania
$4.41M -$346K -4,510 -7%
HTIM
337
Harbour Trust & Investment Management
Indiana
$4.37M -$565K -7,363 -11%
HWM
338
Hohimer Wealth Management
Washington
$4.35M +$862K +11,238 +25%
HNB
339
Huntington National Bank
Ohio
$4.33M -$4.46M – –
MFC
340
Morris Financial Concepts
South Carolina
$4.31M +$1.36M +17,682 +46%
TFM
341
TFC Financial Management
Massachusetts
$4.31M +$303K +3,947 +8%
BIA
342
BHK Investment Advisors
Alabama
$4.29M +$2M +26,146 +88%
AW
343
Avion Wealth
Texas
$4.29M -$20.5K -268 -0.5%
BMCM
344
Bryn Mawr Capital Management
Pennsylvania
$4.28M -$67.2K -876 -2%
SC
345
Slow Capital
California
$4.23M +$142K +1,849 +3%
HTC
346
Haverford Trust Company
Pennsylvania
$4.19M – – –
SWA
347
Stratos Wealth Advisors
Ohio
$4.16M +$333K +4,344 +9%
SWM
348
Spire Wealth Management
Virginia
$4.15M -$190K -2,480 -4%
AG
349
Ascent Group
Virginia
$4.15M +$7.74K +101 +0.2%
PFA
350
Pure Financial Advisors
California
$4.12M -$765K -9,976 -16%
12 13
14
15 16