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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 %
AWA
701
Arkadios Wealth Advisors
Georgia
$665K -$331K -4,205 -33%
BJL
702
Brighton Jones LLC
Washington
$661K +$194K +2,462 +41%
KC
703
Kades & Cheifetz
Pennsylvania
$657K +$374K +4,748 +132%
WAS
704
Wealth Advisory Solutions
Indiana
$654K -$944 -12 -0.1%
OMC
705
Old Mission Capital
Illinois
$654K +$654K +8,308 New
BTWM
706
Brass Tax Wealth Management
Ohio
$651K -$36.4K -462 -5%
LIA
707
LBMC Investment Advisors
Tennessee
$650K -$31.6K -402 -5%
LG
708
LaFleur & Godfrey
Michigan
$640K +$47.2K +600 +8%
ACM
709
Alamar Capital Management
California
$639K – – –
WTC
710
WhitTier Trust Company
Nevada
$633K – – –
TA
711
TrueWealth Advisors
Alabama
$632K -$121K -1,538 -16%
AFP
712
Ausdal Financial Partners
Iowa
$628K +$59.2K +752 +10%
HWA
713
HCR Wealth Advisors
California
$625K – – –
NB
714
NBT Bank
New York
$624K -$317K -4,027 -34%
CWA
715
Canvas Wealth Advisors
Kansas
$618K -$1.81K -23 -0.3%
Franklin Resources
716
Franklin Resources
California
$615K -$234 -3 -0%
NAM
717
NorthCrest Asset Manangement
Minnesota
$611K -$5.43K -69 -0.9%
LRWA
718
Long Run Wealth Advisors
New York
$610K – – –
AIA
719
Accelerate Investment Advisors
California
$600K +$600K +7,629 New
DTC
720
Davidson Trust Company
Washington
$595K +$2.52K +32 +0.4%
BLC
721
Brown, Lisle/Cummings
Rhode Island
$594K -$19.7K -250 -3%
HKAM
722
Horizon Kinetics Asset Management
New York
$592K – – –
KC
723
Kingfisher Capital
North Carolina
$590K +$300K +3,815 +103%
CHA
724
Carmichael Hill & Associates
Maryland
$590K +$66.3K +843 +13%
MW
725
Maia Wealth
Colorado
$588K -$57K -732 -9%
27 28
29
30 31