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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 %
TW
451
TritonPoint Wealth
Maryland
$2.61M -$12.8K -166 -0.5%
PWM
452
Provident Wealth Management
Tennessee
$2.59M -$202K -2,620 -7%
EA
453
Eclectic Associates
California
$2.58M +$103K +1,332 +4%
ACA
454
Ackerman Capital Advisors
Texas
$2.57M -$138K -1,788 -5%
VIA
455
Vantagepoint Investment Advisers
District of Columbia
$2.57M – – –
1WA
456
180 Wealth Advisors
Washington
$2.54M -$189K -2,443 -7%
WT
457
Whittier Trust
California
$2.53M -$54.4K -704 -2%
PHWM
458
Pine Harbor Wealth Management
Maryland
$2.52M +$138K +1,782 +6%
MHR
459
Matthew Hamilton Rosenberg
$2.5M -$172K -2,224 -6%
SF
460
Synovus Financial
Georgia
$2.49M -$1.78M -23,005 -42%
EG
461
Enstar Group
Bermuda
$2.49M – – –
AWA
462
Aletheian Wealth Advisors
Washington
$2.48M +$33.8K +437 +1%
PL
463
Plancorp LLC
Missouri
$2.45M +$25.6K +331 +1%
SWA
464
Stratos Wealth Advisors
Ohio
$2.45M -$1.19M -15,420 -33%
GVAG
465
Great Valley Advisor Group
Delaware
$2.44M +$339K +4,384 +16%
AFG
466
Atomi Financial Group
New York
$2.4M +$361K +4,667 +18%
CCA
467
Cadent Capital Advisors
Oklahoma
$2.4M -$174K -2,250 -7%
WF
468
Welch & Forbes
Massachusetts
$2.38M -$93K -1,203 -4%
MAM
469
MMA Asset Management
Pennsylvania
$2.37M -$2.39M -30,944 -50%
MCM
470
Mengis Capital Management
Oregon
$2.36M -$193K -2,496 -8%
TNB
471
Thomasville National Bank
Georgia
$2.35M -$18.4K -238 -0.8%
EWM
472
Empirical Wealth Management
Washington
$2.34M +$864K +11,180 +59%
SIA
473
SeaBridge Investment Advisors
New Jersey
$2.34M +$96.8K +1,253 +4%
NWM
474
Northwest Wealth Management
Iowa
$2.34M -$163K -2,108 -7%
CAM
475
Cresset Asset Management
Illinois
$2.33M +$18.5K +239 +0.8%
17 18
19
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