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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,236 hedge funds and large institutions have $30.5B invested in Vanguard Short-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 507 increasing their positions, 403 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+100
Holders Change %
+8.8%
% of All Funds
16.46%
Holding in Top 10
130
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.11%
% of All Funds
1.73%
New
188
Increased
507
Reduced
403
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
$375M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.08B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.34B
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$139M
5
AF
Allworth Financial
California
$1.06B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.13B
2
IAIM
International Assets Investment Management
Florida
$1.12M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$218M
4
MIS
Morningstar Investment Services
Illinois
$17.5M
5
PP
PrairieView Partners
Minnesota
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
426
Alpha Omega Wealth Management
Virginia
$2.93M -$185K -2,395 -6%
NCM
427
New Capital Management
Texas
$2.92M +$13.4K +173 +0.5%
RI
428
Ridgewood Investments
New Jersey
$2.92M +$1.58M +20,386 +117%
Wealthfront Advisers
429
Wealthfront Advisers
California
$2.91M -$113K -1,456 -4%
BBA
430
BLB&B Advisors
Pennsylvania
$2.9M +$93.5K +1,210 +3%
MSFS
431
Main Street Financial Solutions
Pennsylvania
$2.88M +$393K +5,092 +16%
RPGK
432
Retirement Planning Group (Kansas)
Kansas
$2.88M -$2.7M -34,919 -48%
AA
433
Alesco Advisors
New York
$2.87M +$1.06M +13,775 +59%
JCM
434
Jacobsen Capital Management
Utah
$2.87M +$2.87M +37,115 New
CFG
435
Citizens Financial Group
Rhode Island
$2.8M +$1.26M +16,294 +82%
FA
436
FC Advisory
Pennsylvania
$2.8M +$51K +660 +2%
AFTS
437
American Financial & Tax Strategies
New York
$2.79M +$1.62K +21 +0.1%
MCM
438
MAI Capital Management
Ohio
$2.79M +$2.79M +36,085 New
FWP
439
Family Wealth Partners
North Carolina
$2.75M -$68.6K -888 -2%
FPWM
440
FSB Premier Wealth Management
Iowa
$2.74M -$71.2K -921 -3%
PG
441
Proffitt & Goodson
Tennessee
$2.73M -$70.6K -914 -3%
JCIA
442
Jackson Creek Investment Advisors
Colorado
$2.73M +$124K +1,611 +5%
CWA
443
CogentBlue Wealth Advisors
Tennessee
$2.69M +$2.69M +34,800 New
GWM
444
Geneos Wealth Management
Colorado
$2.68M -$130K -1,688 -5%
ACM
445
AUA Capital Management
Pennsylvania
$2.65M +$1.01K +13 +0%
AIS
446
American Investment Services
Massachusetts
$2.64M +$6.1K +79 +0.2%
Citadel Advisors
447
Citadel Advisors
Florida
$2.62M -$35.1M -454,499 -93%
AFS
448
Axiom Financial Strategies
Indiana
$2.61M -$25.7K -333 -1%
CAM
449
Columbia Asset Management
Michigan
$2.61M +$2.61M +33,796 New
FG
450
Fiduciary Group
Georgia
$2.61M -$389K -5,032 -13%
16 17
18
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