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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 %
PMG
676
Private Management Group
California
$752K -$158K -2,003 -17%
FCI
677
Financial Counselors Inc
Kansas
$750K -$4.41K -56 -0.6%
CA
678
Cumberland Advisors
Florida
$739K +$88.5K +1,125 +14%
RIM
679
Redwood Investment Management
Arizona
$733K +$5.43K +69 +0.7%
KAH
680
Kathryn A. Hall
$731K – – –
EW
681
Evoke Wealth
California
$727K – – –
ANTB
682
AMG National Trust Bank
Colorado
$727K -$1.17M -14,908 -62%
TCBWMS
683
Texas Capital Bank Wealth Management Services
Texas
$723K +$40.6K +516 +6%
CFIA
684
Cantor Fitzgerald Investment Advisors
New York
$717K +$717K +9,107 New
CCM
685
Crabel Capital Management
California
$716K +$449K +5,701 +168%
AWM
686
Austin Wealth Management
Texas
$715K -$9.09K -116 -1%
CWM
687
Compass Wealth Management
Connecticut
$705K +$185K +2,354 +36%
AssetMark Inc
688
AssetMark Inc
California
$693K +$75.9K +965 +12%
JSL
689
JT Stratford LLC
Georgia
$689K +$15.9K +202 +2%
MPW
690
MGO Private Wealth
California
$689K -$28.3K -359 -4%
FWIA
691
Fort Washington Investment Advisors
Ohio
$684K -$19.7K -250 -3%
BIAS
692
Beacon Investment Advisory Services
New Jersey
$682K -$31.4K -399 -4%
TIA
693
Tiemann Investment Advisors
California
$681K -$51.1K -650 -7%
TWCA
694
Two West Capital Advisors
Kansas
$681K +$34.1K +433 +5%
GIA
695
Gladstone Institutional Advisory
Florida
$678K -$234K -2,979 -26%
SS
696
Sunbelt Securities
Texas
$673K +$515K +6,549 +327%
WJA
697
Willis Johnson & Associates
Texas
$672K +$25.7K +327 +4%
EWA
698
Exencial Wealth Advisors
Oklahoma
$670K -$8.42M -107,037 -93%
AIFAIM
699
American Institute for Advanced Investment Management
Arizona
$668K +$43.7K +555 +7%
MWA
700
Merkkuri Wealth Advisors
New York
$667K +$100K +1,271 +18%
26 27
28
29 30