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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,150 hedge funds and large institutions have $25.8B invested in Vanguard Short-Term Bond ETF in 2024 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 476 increasing their positions, 475 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,150
Holders Change
-48
Holders Change %
-4.01%
% of All Funds
16.67%
Holding in Top 10
121
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-12.95%
% of All Funds
1.75%
New
67
Increased
476
Reduced
475
Closed
94
Calls
$621K
Puts
–
Net Calls
+$621K
Net Calls Change
-$88K

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$224M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$147M
3
Northern Trust
Northern Trust
Illinois
+$129M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$52.9M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$42.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.3B
2
Goldman Sachs
Goldman Sachs
New York
-$650M
3
MIS
Morningstar Investment Services
Illinois
-$154M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$139M
5
Osaic Holdings
Osaic Holdings
Arizona
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
ES
526
Eagle Strategies
New York
$1.66M +$969K +12,644 +139%
KFP
527
KMG Fiduciary Partners
Ohio
$1.66M -$93.7K -1,222 -5%
CPIG
528
Chicago Partners Investment Group
Illinois
$1.65M -$291K -3,828 -15%
CWC
529
Carolinas Wealth Consulting
North Carolina
$1.65M -$477K -6,216 -22%
Focus Partners Wealth
530
Focus Partners Wealth
Massachusetts
$1.64M -$190K -2,482 -10%
MPWT
531
MassMutual Private Wealth & Trust
Connecticut
$1.63M -$252K -3,281 -13%
AA
532
Advisory Alpha
Michigan
$1.63M -$12.8K -167 -0.8%
NJIM
533
Nabity-Jensen Investment Management
Nebraska
$1.62M +$50.5K +654 +3%
AL
534
Aspiriant LLC
California
$1.62M -$120K -1,565 -7%
PAA
535
Peregrine Asset Advisers
Oregon
$1.62M -$52.2K -681 -3%
Lido Advisors
536
Lido Advisors
California
$1.6M -$371K -4,839 -19%
MFWP
537
Mosaic Family Wealth Partners
Missouri
$1.59M +$510K +6,654 +47%
AP
538
Adero Partners
California
$1.59M +$45.9K +599 +3%
AIM
539
Allen Investment Management
New York
$1.57M +$19.6K +255 +1%
WFPG
540
Waller Financial Planning Group
Ohio
$1.57M -$167K -2,173 -10%
AWP
541
Ascent Wealth Partners
New York
$1.57M -$19.1K -249 -1%
NS
542
NBC Securities
Alabama
$1.56M +$34.9K +455 +2%
TPWA
543
TRUE Private Wealth Advisors
Oregon
$1.55M -$2.78M -36,276 -64%
RRCM
544
Rappaport Reiches Capital Management
Illinois
$1.55M -$29.9K -390 -2%
DWM
545
Drive Wealth Management
Utah
$1.54M -$46K -600 -3%
SRA
546
Secured Retirement Advisors
Minnesota
$1.53M +$174K +2,271 +13%
BPC
547
Banque Pictet & Cie
Switzerland
$1.53M +$1.53M +20,000 New
AWE
548
Avidian Wealth Enterprises
Texas
$1.52M +$191K +2,488 +14%
VFG
549
Valley Financial Group
Pennsylvania
$1.51M -$337K -4,399 -18%
LFG
550
Larson Financial Group
Missouri
$1.51M -$82K -1,070 -5%
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