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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 %
FHA
651
Flagship Harbor Advisors
Massachusetts
$890K -$218K -2,849 -20%
GAA
652
Global Assets Advisory
Florida
$883K +$883K +67,382 New
SA
653
SRH Advisors
Kansas
$882K – – –
AIM
654
Arcadia Investment Management
Michigan
$877K – – –
CA
655
Cumberland Advisors
Florida
$875K +$69.5K +907 +9%
BC
656
Barrett & Company
Rhode Island
$874K +$2.53K +33 +0.3%
NB
657
NBT Bank
New York
$873K -$316K -4,120 -27%
KFS
658
Kelly Financial Services
Massachusetts
$871K -$46.3K -604 -5%
PW
659
Peninsula Wealth
California
$867K -$148K -1,930 -15%
SWM
660
SeaCrest Wealth Management
New York
$863K -$131K -1,715 -13%
S
661
SignatureFD
Georgia
$860K +$48.5K +632 +6%
GIA
662
Gladstone Institutional Advisory
Florida
$859K -$19.6K -256 -2%
GP
663
Gridiron Partners
Pennsylvania
$858K – – –
OCG
664
Opus Capital Group
Ohio
$851K -$485K -6,320 -36%
TWA
665
TCI Wealth Advisors
Arizona
$846K +$316K +4,126 +60%
UBV
666
United Bank (Virginia)
Virginia
$846K – – –
IW
667
Imprint Wealth
South Carolina
$843K +$564K +7,392 +202%
CIC
668
Cutler Investment Counsel
Oregon
$840K -$512K -6,682 -38%
TCG
669
Transcendent Capital Group
Oklahoma
$840K +$20.8K +271 +3%
TIA
670
Tiemann Investment Advisors
California
$812K -$26.8K -350 -3%
RCIM
671
Red Cedar Investment Management
Michigan
$810K – – –
VCAM
672
Van Cleef Asset Management
Ohio
$809K – – –
FFWA
673
Forthright Family Wealth Advisory
Texas
$807K +$463K +6,034 +134%
MA
674
MONECO Advisors
Connecticut
$807K -$83.7K -1,092 -9%
WTC
675
WhitTier Trust Company
Nevada
$805K -$253K -3,302 -24%
25 26
27
28 29