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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 %
MGIA
351
Moneta Group Investment Advisors
Missouri
$4.11M +$294K +3,839 +8%
MWP
352
Moller Wealth Partners
$4.08M -$422K -5,503 -9%
CMP
353
Courage Miller Partners
Virginia
$4.06M +$85.3K +1,112 +2%
BOC
354
Bull Oak Capital
California
$4.02M +$4.02M +52,491 New
PG
355
Prostatis Group
Maryland
$3.97M +$251K +3,272 +7%
SIA
356
Strategic Investment Advisors
Michigan
$3.95M +$448K +5,849 +13%
HIM
357
Hanlon Investment Management
New Jersey
$3.94M +$340K +4,432 +9%
FWM
358
Fonville Wealth Management
Virginia
$3.92M +$450K +5,864 +13%
NGA
359
Naples Global Advisors
Florida
$3.92M -$164K -2,135 -4%
FHB
360
First Hawaiian Bank
Hawaii
$3.92M -$83.6K -1,090 -2%
FA
361
Flagstar Advisors
New York
$3.91M -$293K -3,826 -7%
Rockefeller Capital Management
362
Rockefeller Capital Management
New York
$3.9M -$2.2M -28,723 -36%
RIM
363
Rockbridge Investment Management
New York
$3.87M -$500K -6,524 -11%
FPCG
364
Forum Private Client Group
Indiana
$3.84M +$349K +4,548 +10%
SPC
365
Sigma Planning Corp
Michigan
$3.84M +$1.79M +23,411 +88%
SFA
366
Semmax Financial Advisors
North Carolina
$3.83M +$137K +1,796 +4%
MFS
367
Madrona Financial Services
Washington
$3.8M +$1.06M +13,825 +39%
LSAG
368
Lake Street Advisors Group
New Hampshire
$3.79M +$12.3K +161 +0.3%
LWM
369
LongView Wealth Management
Georgia
$3.76M +$2.42M +31,511 +179%
BAAM
370
Baker Avenue Asset Management
California
$3.75M -$374K -4,875 -9%
BBA
371
BLB&B Advisors
Pennsylvania
$3.72M +$140K +1,832 +4%
IIC
372
Integrated Investment Consultants
Michigan
$3.72M -$4.98K -65 -0.1%
CSPIA
373
Cary Street Partners Investment Advisory
Virginia
$3.69M +$886K +11,561 +32%
CCM
374
Colorado Capital Management
Colorado
$3.69M +$101K +1,322 +3%
WA
375
Westfuller Advisors
New York
$3.68M +$3.68M +48,041 New
13 14
15
16 17