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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 %
EW
701
Evoke Wealth
California
$708K – – –
NRI
702
NFP Retirement Inc
California
$705K -$109K -1,428 -13%
LIM
703
Loudon Investment Management
New Hampshire
$698K -$8.82K -115 -1%
VC
704
Veery Capital
Delaware
$697K -$146K -1,898 -17%
GFS
705
GYL Financial Synergies
Connecticut
$688K -$48.3K -630 -7%
BJL
706
Brighton Jones LLC
Washington
$678K +$62K +809 +10%
DIM
707
DLK Investment Management
California
$674K – – –
BIAS
708
Beacon Investment Advisory Services
New Jersey
$672K +$7.74K +101 +1%
TCBWMS
709
Texas Capital Bank Wealth Management Services
Texas
$665K – – –
TA
710
TrueWealth Advisors
Alabama
$665K -$28.8K -375 -4%
AF
711
Advisornet Financial
Minnesota
$665K -$821K -10,707 -55%
EWA
712
Evolution Wealth Advisors
Florida
$663K +$71.1K +927 +12%
AssetMark Inc
713
AssetMark Inc
California
$654K +$14.3K +186 +2%
FWIA
714
Fort Washington Investment Advisors
Ohio
$651K -$7.67K -100 -1%
LIA
715
LifePlan Investment Advisors
North Carolina
$651K +$401K +5,235 +161%
WAS
716
Wealth Advisory Solutions
Indiana
$645K -$86.4K -1,127 -12%
TFA
717
Tobias Financial Advisors
Florida
$640K -$383 -5 -0.1%
HDIM
718
Hanson & Doremus Investment Management
Vermont
$630K -$325K -4,243 -34%
HWA
719
HCR Wealth Advisors
California
$628K -$81.3K -1,060 -11%
PBF
720
Petix & Botte Financial
California
$619K +$140K +1,825 +29%
GIA
721
Guyasuta Investment Advisors
Pennsylvania
$618K – – –
MRWM
722
ML&R Wealth Management
Texas
$617K -$242K -3,156 -28%
WJA
723
Willis Johnson & Associates
Texas
$617K +$26.5K +345 +4%
MAS
724
Madden Advisory Services
Florida
$615K -$38.1K -497 -6%
MA
725
MBA Advisors
Pennsylvania
$611K -$14.9K -194 -2%
27 28
29
30 31