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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
1
Mercer Global Advisors
Colorado
$1.81B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.71B
3
Northern Trust
3
Northern Trust
Illinois
$803M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$116M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$1.05B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.14B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.47B
3
MIS
3
Morningstar Investment Services
Illinois
$135M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.01B
5
Osaic Holdings
5
Osaic Holdings
Arizona
$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
51
Peapack-Gladstone Financial Corp
New Jersey
$60.9M +$2.48M +32,306 +4%
IWM
52
Integris Wealth Management
California
$59.1M +$2.77M +36,111 +5%
RCI
53
RS Crum Inc
California
$58.1M +$869K +11,333 +2%
LWMG
54
Levy Wealth Management Group
Pennsylvania
$55.2M – – –
PP
55
PrairieView Partners
Minnesota
$54.8M +$2.91M +37,890 +6%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$54.4M -$747K -9,744 -1%
AWS
57
Atria Wealth Solutions
New York
$52.4M +$2.97M +38,780 +6%
WPWM
58
Windward Private Wealth Management
Kansas
$52.1M +$2.92M +38,074 +6%
TCM
59
TD Capital Management
Tennessee
$51.9M +$2.56M +33,439 +5%
MWA
60
Martel Wealth Advisors
Washington
$51M +$2.11M +27,581 +4%
JC
61
Jentner Corp
Ohio
$49.7M +$339K +4,417 +0.7%
CAN
62
Cetera Advisor Networks
California
$49.6M -$4.7M -61,313 -9%
Comerica Bank
63
Comerica Bank
Texas
$49.5M -$6.81M -88,833 -12%
GAM
64
Gemmer Asset Management
California
$49.4M +$3.37M +43,986 +7%
Stifel Financial
65
Stifel Financial
Missouri
$48M +$2.6M +33,914 +6%
BCM
66
Brookstone Capital Management
Illinois
$46M +$883K +11,519 +2%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$45.3M -$1.4M -18,311 -3%
Creative Planning
68
Creative Planning
Kansas
$43.5M +$1.97M +25,659 +5%
AA
69
ALPS Advisors
Colorado
$42.6M +$166K +2,170 +0.4%
SW
70
SoFi Wealth
California
$41.6M +$3.42M +44,542 +9%
HighTower Advisors
71
HighTower Advisors
Illinois
$40.6M -$8M -104,289 -16%
COCM
72
Charter Oak Capital Management
New Hampshire
$39.7M +$5.69M +74,208 +17%
BMM
73
Berkshire Money Management
Massachusetts
$39.2M +$4.53M +59,057 +13%
Citigroup
74
Citigroup
New York
$38.4M +$1.69M +22,030 +5%
PCM
75
Penserra Capital Management
California
$38.3M +$38.3M +499,551 +520,366%
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