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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 %
FA
601
FSA Advisors
Michigan
$1.17M -$5.37K -70 -0.5%
CP
602
Cumberland Partners
Ontario, Canada
$1.15M +$311K +4,050 +37%
DWT
603
Dorsey & Whitney Trust
South Dakota
$1.15M – – –
MWM
604
Merriman Wealth Management
Washington
$1.15M +$131K +1,710 +13%
MFG
605
Merit Financial Group
Georgia
$1.15M +$20.8K +273 +2%
NFP
606
Narus Financial Partners
Utah
$1.15M +$265K +3,453 +30%
OSAM
607
O'Shaughnessy Asset Management
Connecticut
$1.13M +$1.13M +14,799 New
ALWM
608
Andrews Lucia Wealth Management
California
$1.13M -$48.4K -631 -4%
CIBC Private Wealth Group
609
CIBC Private Wealth Group
Georgia
$1.13M +$340K +4,460 +43%
EWM
610
Elmwood Wealth Management
California
$1.13M +$55.1K +719 +5%
RAG
611
RIA Advisory Group
Iowa
$1.13M +$1.13M +14,677 New
WTB
612
Washington Trust Bank
Washington
$1.12M -$549K -7,158 -33%
DWS
613
Discipline Wealth Solutions
South Carolina
$1.12M -$384K -5,031 -26%
ACP
614
Aveo Capital Partners
Colorado
$1.12M +$184K +2,414 +20%
AP
615
Americana Partners
Texas
$1.12M +$77 +1 +0%
GFPC
616
Global Financial Private Client
Florida
$1.11M +$16.1K +211 +1%
JIC
617
Joel Isaacson & Co
New York
$1.11M -$126K -1,641 -10%
SCA
618
Snowden Capital Advisors
New York
$1.1M +$22.2K +290 +2%
ATC
619
Argent Trust Co
Tennessee
$1.08M -$16.8K -219 -2%
LIG
620
Lokken Investment Group
Delaware
$1.07M +$26.5K +345 +3%
FNBOO
621
First National Bank of Omaha
Nebraska
$1.06M +$144K +1,835 +16%
SFS
622
Security Financial Services
Indiana
$1.05M -$5.75K -75 -0.5%
CWM
623
Cahaba Wealth Management
Georgia
$1.04M +$31.8K +415 +3%
AIC
624
Archer Investment Corporation
Indiana
$1.04M +$77.1K +1,006 +8%
WWM
625
Western Wealth Management
Colorado
$1.04M -$31.1K -406 -3%
23 24
25
26 27