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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 %
Nisa Investment Advisors
526
Nisa Investment Advisors
Missouri
$1.79M +$331K +4,285 +23%
SAI
527
Savvy Advisors Inc
New York
$1.79M -$6.34K -82 -0.4%
CPIG
528
Chicago Partners Investment Group
Illinois
$1.78M +$42.5K +551 +2%
HFA
529
Hershey Financial Advisers
Pennsylvania
$1.78M +$1.78M +23,034 New
SFS
530
Summit Financial Strategies
Ohio
$1.76M +$66.3K +858 +4%
AP
531
Adero Partners
California
$1.74M +$27.4K +355 +2%
GWMIA
532
Global Wealth Management Investment Advisory
Florida
$1.74M +$24.6K +318 +1%
RCM
533
Riggs Capital Management
Utah
$1.73M +$1.73M +22,373 New
LWM
534
Level Wealth Management
North Carolina
$1.72M +$1.72M +22,261 New
CA
535
CoreCap Advisors
Michigan
$1.71M +$73.4K +950 +4%
FIA
536
Foundations Investment Advisors
Arizona
$1.7M +$633K +8,187 +59%
FAI
537
Fiduciary Advisors Inc
Missouri
$1.67M +$1.67M +21,645 New
FG
538
Foster Group
Iowa
$1.66M +$134K +1,740 +9%
NPFS
539
Novak & Powell Financial Services
Florida
$1.61M -$66.9K -866 -4%
FIB
540
First Interstate Bank
Montana
$1.6M +$232K +3,006 +17%
KFP
541
KMG Fiduciary Partners
Ohio
$1.59M +$232 +3 +0%
DWS
542
Discipline Wealth Solutions
South Carolina
$1.59M -$287K -3,718 -15%
CWM
543
Cahaba Wealth Management
Georgia
$1.58M +$88.2K +1,142 +6%
RRCM
544
Rappaport Reiches Capital Management
Illinois
$1.57M +$7.34K +95 +0.5%
PAA
545
Peregrine Asset Advisers
Oregon
$1.57M -$64.6K -836 -4%
AIC
546
Allodium Investment Consultants
Minnesota
$1.56M +$1.56M +20,178 New
SAW
547
Signal Advisors Wealth
Michigan
$1.55M -$21.1K -273 -1%
EC
548
Estate Counselors
Wisconsin
$1.54M – – –
HHRDM
549
H&H Retirement Design & Management
Nevada
$1.52M -$83.6K -1,077 -5%
MCA
550
Midwest Capital Advisors
Michigan
$1.52M +$1.52M +19,699 New
20 21
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