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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,136 hedge funds and large institutions have $28.1B invested in Vanguard Short-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+14
Holders Change %
+1.25%
% of All Funds
16.43%
Holding in Top 10
117
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.5%
% of All Funds
1.69%
New
95
Increased
447
Reduced
449
Closed
68
Calls
–
Puts
$7.61M
Net Calls
-$7.61M
Net Calls Change
-$7.85M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$314M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$291M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$266M
4
SEI Investments
SEI Investments
Pennsylvania
+$246M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$123M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$447M
2
Goldman Sachs
Goldman Sachs
New York
-$201M
3
TLFA
True Link Financial Advisors
California
-$61M
4
DPI
Diversified Portfolios Inc
Michigan
-$44.8M
5
MIS
Morningstar Investment Services
Illinois
-$40M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
501
Chicago Partners Investment Group
Illinois
$1.75M +$126K +1,619 +8%
AP
502
Adero Partners
California
$1.75M -$84.1K -1,069 -5%
GWMIA
503
Global Wealth Management Investment Advisory
Florida
$1.74M -$25.9K -329 -1%
TCM
504
TruNorth Capital Management
Michigan
$1.74M -$83.9K -1,066 -5%
SFS
505
Summit Financial Strategies
Ohio
$1.73M +$95.2K +1,210 +6%
PA
506
PFG Advisors
Arizona
$1.72M -$325K -4,124 -16%
AWA
507
Arbor Wealth Advisors
Michigan
$1.72M -$338K -4,300 -16%
NPFS
508
Novak & Powell Financial Services
Florida
$1.71M -$35.7K -454 -2%
AWP
509
Ascent Wealth Partners
New York
$1.7M -$56.7K -721 -3%
CA
510
CoreCap Advisors
Michigan
$1.67M +$1.67M +21,237 New
PMG
511
ProVise Management Group
Florida
$1.67M -$27.3K -347 -2%
UB
512
UMB Bank
Missouri
$1.66M -$162K -2,056 -9%
PAA
513
Peregrine Asset Advisers
Oregon
$1.66M +$393 +5 +0%
JWS
514
Juncture Wealth Strategies
Arizona
$1.65M -$264K -3,354 -14%
BPC
515
Banque Pictet & Cie
Switzerland
$1.63M +$15.7K +200 +1%
KFP
516
KMG Fiduciary Partners
Ohio
$1.62M -$83.8K -1,065 -5%
EWA
517
EP Wealth Advisors
California
$1.62M +$574K +7,295 +55%
HHRDM
518
H&H Retirement Design & Management
Nevada
$1.62M -$419K -5,365 -21%
SAW
519
Signal Advisors Wealth
Michigan
$1.6M +$1.6M +20,296 New
RRCM
520
Rappaport Reiches Capital Management
Illinois
$1.59M – – –
RFC
521
Regions Financial Corp
Alabama
$1.58M +$321K +4,082 +25%
CFG
522
Citizens Financial Group
Rhode Island
$1.57M +$51.1K +650 +3%
EC
523
Estate Counselors
Wisconsin
$1.57M -$840K -10,679 -35%
FG
524
Foster Group
Iowa
$1.55M +$12.5K +159 +0.8%
CWC
525
Carolinas Wealth Consulting
North Carolina
$1.54M -$154K -1,959 -9%
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