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Vanguard Short-Term Bond ETF

1,195 hedge funds and large institutions have $28.7B invested in Vanguard Short-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 509 increasing their positions, 455 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,195
Holders Change
-41
Holders Change %
-3.32%
% of All Funds
16.23%
Holding in Top 10
133
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.31%
% of All Funds
1.81%
New
82
Increased
509
Reduced
455
Closed
86
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
476
Freedom Investment Management
Connecticut
$2.26M +$229K +2,923 +11%
GSEP
477
Golden State Equity Partners
California
$2.25M +$97.9K +1,250 +5%
MCM
478
Mengis Capital Management
Oregon
$2.24M -$151K -1,935 -6%
WF
479
Welch & Forbes
Massachusetts
$2.24M -$174K -2,228 -7%
NWM
480
Northwest Wealth Management
Iowa
$2.24M -$132K -1,688 -6%
MWM
481
Massachusetts Wealth Management
Massachusetts
$2.22M +$159K +2,028 +8%
AFS
482
Axiom Financial Strategies
Indiana
$2.21M -$434K -5,545 -16%
Lido Advisors
483
Lido Advisors
California
$2.21M +$1.15M +14,659 +108%
AFG
484
Atomi Financial Group
New York
$2.18M -$254K -3,250 -10%
FLI
485
Family Legacy Inc
South Carolina
$2.17M +$51K +652 +2%
IPA
486
Investment Planning Advisors
Georgia
$2.16M -$2.72M -34,687 -56%
BFA
487
Bragg Financial Advisors
North Carolina
$2.15M -$63.7K -814 -3%
TWA
488
TCI Wealth Advisors
Arizona
$2.15M +$1.19M +15,229 +125%
SRA
489
Secured Retirement Advisors
Minnesota
$2.14M +$245K +3,134 +13%
CAG
490
Csenge Advisory Group
Florida
$2.12M -$18.5K -237 -0.9%
CSP
491
Cary Street Partners
Virginia
$2.09M -$127K -1,617 -6%
RC
492
Roundview Capital
New Jersey
$2.09M -$135K -1,720 -6%
SWM
493
Selective Wealth Management
Virginia
$2.08M -$108K -1,390 -5%
LWM
494
Level Wealth Management
North Carolina
$2.08M +$335K +4,276 +19%
SIA
495
Soltis Investment Advisors
Utah
$2.05M +$54.1K +691 +3%
NFP
496
NorthLanding Financial Partners
New York
$2.04M -$200K -2,554 -9%
SFP
497
Shepherd Financial Partners
Massachusetts
$2.01M -$5.94M -75,823 -75%
HWA
498
HMV Wealth Advisors
Louisiana
$2.01M -$76.6K -978 -4%
SHFA
499
SC&H Financial Advisors
Maryland
$1.99M +$53.1K +678 +3%
EAM
500
Evanson Asset Management
California
$1.99M +$5.25K +67 +0.3%