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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 %
NCM
426
New Capital Management
Texas
$2.84M -$230K -3,002 -7%
MHR
427
Matthew Hamilton Rosenberg
$2.84M -$117K -1,533 -4%
NWM
428
Northwest Wealth Management
Iowa
$2.83M -$279K -3,645 -9%
AIS
429
American Investment Services
Massachusetts
$2.83M +$57.5K +750 +2%
CAG
430
Crestwood Advisors Group
Massachusetts
$2.77M -$1.07M -13,959 -28%
CPA
431
Capital Performance Advisors
California
$2.76M +$1.38M +18,000 +100%
HI
432
Harbour Investments
Wisconsin
$2.76M +$92.3K +1,204 +3%
HP
433
HT Partners
Connecticut
$2.75M +$268K +3,490 +11%
PG
434
Proffitt & Goodson
Tennessee
$2.74M +$26.5K +346 +1%
PG
435
Patten Group
Tennessee
$2.73M +$166K +2,160 +6%
GLR
436
Great Lakes Retirement
Ohio
$2.73M -$229K -2,990 -8%
AF
437
Apexium Financial
Texas
$2.71M -$44.2K -576 -2%
CCA
438
Cadent Capital Advisors
Oklahoma
$2.67M -$231K -3,017 -8%
FA
439
FC Advisory
Pennsylvania
$2.67M -$26K -339 -1%
ACM
440
AUA Capital Management
Pennsylvania
$2.64M -$46.6K -608 -2%
ATPW
441
Ashton Thomas Private Wealth
Arizona
$2.64M -$1.18M -15,362 -31%
TNB
442
Thomasville National Bank
Georgia
$2.62M -$23.7K -309 -0.9%
VP
443
Verum Partners
North Carolina
$2.61M -$642K -8,368 -20%
WS
444
Wela Strategies
Georgia
$2.6M -$202K -2,634 -7%
MCM
445
Mengis Capital Management
Oregon
$2.59M +$6.06K +79 +0.2%
CSPAM
446
Cary Street Partners Asset Management
Virginia
$2.58M +$349K +4,551 +16%
SIA
447
Sage Investment Advisers
New York
$2.57M +$244K +3,176 +10%
HFS
448
Howard Financial Services
Texas
$2.56M +$216K +2,819 +9%
SW
449
SVB Wealth
Massachusetts
$2.5M -$179K -2,340 -7%
SP
450
Successful Portfolios
Florida
$2.5M +$949K +12,380 +61%
16 17
18
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