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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 %
SFS
551
Summit Financial Strategies
Ohio
$1.49M +$262K +3,415 +21%
FRA
552
Frank Rimerman Advisors
California
$1.49M – – –
CAL
553
Capital Advisors Ltd
Ohio
$1.48M -$20.8K -271 -1%
SIM
554
Stratos Investment Management
Ohio
$1.47M -$204K -2,656 -12%
RFG
555
Range Financial Group
Oregon
$1.47M -$162K -2,119 -10%
AIA
556
Ally Invest Advisors
North Carolina
$1.44M +$276K +3,597 +24%
FIA
557
Foundations Investment Advisors
Arizona
$1.44M -$561K -7,321 -28%
HR
558
Hardy Reed
Mississippi
$1.42M -$165K -2,157 -10%
PS
559
Portfolio Strategies
New York
$1.42M +$1.42M +18,474 New
WB
560
WesBanco Bank
West Virginia
$1.4M -$22.2K -289 -2%
SAW
561
Signal Advisors Wealth
Michigan
$1.4M +$10.4K +136 +0.7%
EWM
562
Empirical Wealth Management
Washington
$1.4M +$16.4K +214 +1%
PFG
563
Pacific Financial Group
Washington
$1.39M +$23.2K +303 +2%
AWM
564
Aries Wealth Management
Maine
$1.39M +$105K +1,376 +8%
HWA
565
Hillcrest Wealth Advisors
New Jersey
$1.35M -$422K -5,500 -24%
SIC
566
Schwartz Investment Counsel
Michigan
$1.34M – – –
DCM
567
DGS Capital Management
New Jersey
$1.34M +$484K +6,311 +57%
MWM
568
Maripau Wealth Management
Indiana
$1.34M -$29.8K -389 -2%
RI
569
Ridgewood Investments
New Jersey
$1.33M +$106K +1,378 +9%
CWR
570
Chico Wealth RIA
California
$1.32M +$108K +1,404 +9%
IGWM
571
ICA Group Wealth Management
Colorado
$1.31M +$18.9K +247 +1%
BWA
572
Burt Wealth Advisors
Maryland
$1.31M +$1.15K +15 +0.1%
SIA
573
Soltis Investment Advisors
Utah
$1.3M +$470K +6,131 +57%
FG
574
Foster Group
Iowa
$1.29M +$754K +9,835 +140%
TFG
575
Team Financial Group
California
$1.28M -$4.29M -55,900 -77%
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