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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 %
SAM
401
Smartleaf Asset Management
Massachusetts
$3.2M +$276K +3,600 +9%
AWA
402
Aquire Wealth Advisors
Utah
$3.19M +$9.43K +123 +0.3%
BST
403
Bath Savings Trust
Maine
$3.18M +$452K +5,898 +17%
FTS
404
Fifth Third Securities
Ohio
$3.17M -$134K -1,748 -4%
Lazard Asset Management
405
Lazard Asset Management
New York
$3.14M -$3.16M – –
RWA
406
Redhawk Wealth Advisors
Minnesota
$3.13M -$764K -9,969 -20%
ODA
407
One Degree Advisors
California
$3.12M -$1.08M -14,039 -26%
ACA
408
Anchor Capital Advisors
Massachusetts
$3.11M -$12.7K -165 -0.4%
SIMG
409
Sonora Investment Management Group
Arizona
$3.1M +$3.1M +40,399 New
HCM
410
Hollencrest Capital Management
California
$3.09M +$537K +7,010 +21%
PSCM
411
Per Stirling Capital Management
Texas
$3.06M -$31.3K -408 -1%
PHWM
412
Pine Harbor Wealth Management
Maryland
$3.06M +$65K +848 +2%
AOWM
413
Alpha Omega Wealth Management
Virginia
$3.06M -$26.4K -344 -0.9%
CB
414
Centennial Bank
Arkansas
$3M +$2.84M +37,010 +1,732%
FWP
415
Family Wealth Partners
North Carolina
$2.96M -$789K -10,286 -21%
WT
416
Whittier Trust
California
$2.95M -$1.92M -25,033 -39%
FPWM
417
FSB Premier Wealth Management
Iowa
$2.92M +$108K +1,414 +4%
Pathstone Holdings
418
Pathstone Holdings
New Jersey
$2.92M +$34.4K +449 +1%
O3W
419
Omni 360 Wealth
New Jersey
$2.91M +$246K +3,205 +9%
OAM
420
Oppenheimer Asset Management
New York
$2.91M -$107K -1,392 -4%
Wealthfront Advisers
421
Wealthfront Advisers
California
$2.88M -$76K -991 -3%
1WA
422
180 Wealth Advisors
Washington
$2.86M -$31K -404 -1%
AFTS
423
American Financial & Tax Strategies
New York
$2.86M -$23.9K -312 -0.8%
PWM
424
Provident Wealth Management
Tennessee
$2.85M +$299K +3,904 +12%
OPA
425
Old Port Advisors
Maine
$2.85M -$6.82K -89 -0.2%
15 16
17
18 19