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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 %
RWI
601
Red Wave Investments
Pennsylvania
$1.1M -$84.5K -1,074 -7%
TSS
602
Two Sigma Securities
New York
$1.1M +$1.1M +13,945 New
AWM
603
Apollon Wealth Management
South Carolina
$1.1M -$1.37M -17,461 -56%
SWG
604
Summit Wealth Group
Vermont
$1.09M -$57.2K -727 -5%
FIA
605
Foundations Investment Advisors
Arizona
$1.09M -$283K -3,598 -21%
PFS
606
Prospera Financial Services
Texas
$1.09M -$59.2K -752 -5%
CWR
607
Chico Wealth RIA
California
$1.08M +$8.89K +113 +0.8%
EFS
608
Essex Financial Services
Connecticut
$1.08M +$23.4K +300 +2%
RC
609
Roundview Capital
New Jersey
$1.07M +$113K +1,442 +12%
WA
610
Wealthstream Advisors
New York
$1.05M +$8.81K +112 +0.8%
TWA
611
TCI Wealth Advisors
Arizona
$1.05M +$82.2K +1,044 +9%
CIP
612
Capital Insight Partners
Arizona
$1.05M -$152K -1,933 -13%
JIC
613
Joel Isaacson & Co
New York
$1.04M +$3.07K +39 +0.3%
CCM
614
Cambridge Capital Management
Illinois
$1.04M +$3.62K +46 +0.4%
LNWWM
615
Laird Norton Wetherby Wealth Management
California
$1.03M – – –
ALWM
616
Andrews Lucia Wealth Management
California
$1.03M -$103K -1,338 -9%
WWM
617
Western Wealth Management
Colorado
$1.02M -$46.4K -590 -4%
MJRIC
618
Mogy Joel R Investment Counsel
California
$1.01M -$27.5K -350 -3%
LIA
619
LifePlan Investment Advisors
North Carolina
$1M +$195K +2,476 +24%
FNBOO
620
First National Bank of Omaha
Nebraska
$997K +$21.2K +269 +2%
MFG
621
Merit Financial Group
Georgia
$994K +$21.2K +270 +2%
TCG
622
Transcendent Capital Group
Oklahoma
$989K +$66.6K +846 +7%
MW
623
MBL Wealth
North Carolina
$986K -$31.5K -400 -3%
DWT
624
Dorsey & Whitney Trust
South Dakota
$984K – – –
GCA
625
Gradient Capital Advisors
California
$979K -$59.6K -758 -6%
23 24
25
26 27