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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 %
FRA
526
Frank Rimerman Advisors
California
$1.53M – – –
WFPG
527
Waller Financial Planning Group
Ohio
$1.53M +$11.3K +144 +0.7%
CWM
528
Cahaba Wealth Management
Georgia
$1.52M +$368K +4,673 +32%
GFS
529
GYL Financial Synergies
Connecticut
$1.51M +$832K +10,570 +123%
VFG
530
Valley Financial Group
Pennsylvania
$1.5M -$26.7K -339 -2%
EWM
531
Empirical Wealth Management
Washington
$1.5M -$107K -1,357 -7%
MWM
532
Merriman Wealth Management
Washington
$1.49M +$136K +1,732 +10%
Nisa Investment Advisors
533
Nisa Investment Advisors
Missouri
$1.49M +$31.9K +405 +2%
NCFG
534
New Century Financial Group
New Jersey
$1.49M +$115K +1,465 +8%
CPA
535
Capital Performance Advisors
California
$1.48M +$44.3K +563 +3%
NS
536
NBC Securities
Alabama
$1.47M +$65.5K +833 +5%
AIM
537
Allen Investment Management
New York
$1.44M -$362K -4,605 -20%
ACP
538
Aveo Capital Partners
Colorado
$1.44M +$191K +2,422 +15%
PFG
539
Pacific Financial Group
Washington
$1.43M -$9.05K -115 -0.6%
AWM
540
Aries Wealth Management
Maine
$1.41M +$10.2K +130 +0.7%
AWE
541
Avidian Wealth Enterprises
Texas
$1.41M -$15.7K -200 -1%
BF
542
BOK Financial
Oklahoma
$1.4M -$756K -9,647 -35%
FIB
543
First Interstate Bank
Montana
$1.39M – – –
HWA
544
Hillcrest Wealth Advisors
New Jersey
$1.38M – – –
GL
545
Graypoint LLC
New York
$1.38M +$3.54K +45 +0.3%
ATS
546
Ashton Thomas Securities
New York
$1.38M +$47.7K +606 +4%
MBT
547
Montecito Bank & Trust
California
$1.37M +$1.37M +17,404 New
RI
548
Ridgewood Investments
New Jersey
$1.37M +$79.5K +1,010 +6%
EGM
549
Engineers Gate Manager
New York
$1.36M +$1.36M +17,319 New
MSAM
550
Moloney Securities Asset Management
Missouri
$1.36M +$14.2K +181 +1%
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