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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 %
RWM
476
Rockwood Wealth Management
Pennsylvania
$2.32M -$23.8M -308,295 -91%
HCM
477
Hollencrest Capital Management
California
$2.27M -$125K -1,617 -5%
EFG
478
Everhart Financial Group
Ohio
$2.26M -$70K -906 -3%
LFP
479
Leeward Financial Partners
Washington
$2.22M +$170K +2,196 +8%
KF
480
K2 Financial
California
$2.22M +$2.22M +28,844 New
VWM
481
Valley Wealth Managers
New Jersey
$2.21M +$107K +1,387 +5%
NFP
482
NorthLanding Financial Partners
New York
$2.21M +$93.2K +1,206 +4%
RC
483
Roundview Capital
New Jersey
$2.19M +$1.14M +14,780 +109%
CSP
484
Cary Street Partners
Virginia
$2.19M +$2.19M +28,347 New
NL
485
Navalign LLC
California
$2.18M +$179K +2,313 +9%
BFA
486
Bragg Financial Advisors
North Carolina
$2.18M -$126K -1,629 -5%
SWM
487
Selective Wealth Management
Virginia
$2.17M -$71.3K -926 -3%
CFG
488
Cornerstone Financial Group
Nebraska
$2.16M +$2.16M +28,001 New
GSEP
489
Golden State Equity Partners
California
$2.13M +$2.12M +27,420 +30,809%
CAG
490
Csenge Advisory Group
Florida
$2.11M -$194K -2,508 -8%
TC
491
TownSquare Capital
Utah
$2.11M -$578K -7,486 -22%
AIA
492
Ally Invest Advisors
North Carolina
$2.1M +$250K +3,229 +14%
FLI
493
Family Legacy Inc
South Carolina
$2.09M -$9.04K -117 -0.4%
AWA
494
Arbor Wealth Advisors
Michigan
$2.09M +$401K +5,195 +24%
GFWA
495
Grey Fox Wealth Advisors
Delaware
$2.06M +$145K +1,877 +8%
HWA
496
HMV Wealth Advisors
Louisiana
$2.06M +$2.06M +26,640 New
DCM
497
DGS Capital Management
New Jersey
$2.06M +$256K +3,307 +14%
CAG
498
Crestwood Advisors Group
Massachusetts
$2.04M -$79.4K -1,027 -4%
MWM
499
Massachusetts Wealth Management
Massachusetts
$2.04M -$37.2K -481 -2%
HH
500
Hilltop Holdings
Texas
$2.01M +$891K +11,527 +79%
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