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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,136 hedge funds and large institutions have $28.1B invested in Vanguard Short-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+14
Holders Change %
+1.25%
% of All Funds
16.43%
Holding in Top 10
117
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.5%
% of All Funds
1.69%
New
95
Increased
447
Reduced
449
Closed
68
Calls
–
Puts
$7.61M
Net Calls
-$7.61M
Net Calls Change
-$7.85M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.75B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.29B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.22B
4
SEI Investments
4
SEI Investments
Pennsylvania
$246M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$126M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$40.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.31B
3
TLFA
3
True Link Financial Advisors
California
$160M
4
DPI
4
Diversified Portfolios Inc
Michigan
$31.2M
5
MIS
5
Morningstar Investment Services
Illinois
$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
376
Baker Avenue Asset Management
California
$3.6M -$155K -1,975 -4%
WA
377
Wealth Architects
California
$3.59M -$105K -1,334 -3%
O3W
378
Omni 360 Wealth
New Jersey
$3.59M +$175K +2,230 +5%
KCPG
379
Kavar Capital Partners Group
Kansas
$3.57M +$3.57M +45,359 New
IP
380
Investment Partners
Ohio
$3.54M +$673K +8,550 +23%
BEI
381
Benjamin Edwards Inc
Missouri
$3.51M +$3.33M +42,249 +1,818%
PG
382
Prostatis Group
Maryland
$3.48M -$512K -6,504 -13%
SPC
383
Sigma Planning Corp
Michigan
$3.47M +$99.2K +1,260 +3%
SFP
384
Sterling Financial Planning
New Jersey
$3.46M +$194K +2,467 +6%
HFS
385
Howard Financial Services
Texas
$3.44M +$483K +6,139 +16%
FI
386
FIDELIS iM
Oregon
$3.43M -$376K -4,777 -10%
SP
387
Successful Portfolios
Florida
$3.43M +$306K +3,893 +10%
CCM
388
Colorado Capital Management
Colorado
$3.4M -$48.6K -617 -1%
FA
389
Flagstar Advisors
New York
$3.37M -$274K -3,476 -8%
HP
390
HT Partners
Connecticut
$3.33M +$313K +3,979 +10%
AWA
391
Aquire Wealth Advisors
Utah
$3.3M -$393 -5 -0%
GRP
392
Global Retirement Partners
California
$3.3M -$461K -5,857 -12%
RMF
393
Red Mountain Financial
Colorado
$3.27M -$36K -457 -1%
Lazard Asset Management
394
Lazard Asset Management
New York
$3.26M -$3.17M – –
LWM
395
Lodestone Wealth Management
Washington
$3.26M +$845K +10,734 +35%
HI
396
Harbour Investments
Wisconsin
$3.26M +$346K +4,403 +12%
Deutsche Bank
397
Deutsche Bank
Germany
$3.24M – – –
SI
398
Stephens Inc
Arkansas
$3.23M +$845K +10,740 +35%
CWM
399
Calamos Wealth Management
Illinois
$3.18M -$184K -2,343 -5%
CWM
400
Congress Wealth Management
Massachusetts
$3.18M +$2.87M +36,469 +921%
14 15
16
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