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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 %
CCG
726
Chatham Capital Group
Georgia
$587K – – –
PCM
727
Pointe Capital Management
Michigan
$580K – – –
AWA
728
Arete Wealth Advisors
Illinois
$577K -$222K -2,822 -28%
FA
729
FDx Advisors
Illinois
$576K -$29.3K -372 -5%
RWM
730
Ritholtz Wealth Management
New York
$575K -$120K -1,525 -17%
SC
731
Stephens Consulting
Michigan
$570K +$259K +3,294 +83%
MAS
732
Madden Advisory Services
Florida
$569K -$26K -330 -4%
KWA
733
Kingswood Wealth Advisors
California
$568K +$29.2K +371 +5%
LPP
734
Life Planning Partners
Florida
$567K -$11.8K -150 -2%
MMPW
735
Mitchell McLeod Pugh & Williams
Alabama
$561K +$15.4K +196 +3%
CA
736
Clearstead Advisors
Ohio
$554K +$12.7K +161 +2%
TWP
737
Total Wealth Planning
Ohio
$552K +$236 +3 +0%
AIC
738
Argus Investors Counsel
New York
$552K -$33.8K -430 -6%
PI
739
PFG Investments
New York
$548K -$24.1K -306 -4%
RWM
740
Ruedi Wealth Management
Illinois
$548K -$10.5K -133 -2%
MAM
741
McCarthy Asset Management
California
$547K +$4.64K +59 +0.9%
Bank Julius Baer & Co
742
Bank Julius Baer & Co
Switzerland
$543K +$543K +5,821 New
CICC
743
Capital Investment Counsel (Colorado)
Colorado
$540K -$936K -11,897 -63%
AA
744
Advisory Alpha
Michigan
$538K -$86.1K -1,094 -14%
PPP
745
Private Portfolio Partners
New Jersey
$537K +$537K +6,823 New
DSC
746
Duncker Streett & Co
Missouri
$536K – – –
ATI
747
ARK & TLK Investments
Oklahoma
$536K -$16.5K -210 -3%
SIMC
748
Squire Investment Management Company
Utah
$533K +$5.51K +70 +1%
CHJWM
749
Carlton Hofferkamp & Jenks Wealth Management
Texas
$529K -$23.2K -300 -4%
FFWA
750
Forthright Family Wealth Advisory
Texas
$526K -$289K -3,723 -36%
28 29
30
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