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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 %
MECA
776
Miller Equity Capital Advisors
Texas
$507K +$22.6K +295 +5%
IA
777
Insight Advisors
Pennsylvania
$506K +$230 +3 +0%
FCI
778
Financial Counselors Inc
Kansas
$506K +$213K +2,779 +73%
JTWM
779
Jackson Thornton Wealth Management
Alabama
$505K +$230 +3 +0%
AMM
780
American Money Management
California
$503K -$77 -1 -0%
DFG
781
Delta Financial Group
New Jersey
$503K +$503K +6,566 New
BIM
782
Breakwater Investment Management
Washington
$502K +$502K +6,543 New
GWCM
783
Godshalk Welsh Capital Management
Pennsylvania
$500K -$37.3K -487 -7%
BWM
784
BCS Wealth Management
Tennessee
$499K +$10.1K +131 +2%
FWP
785
FAS Wealth Partners
Kansas
$499K -$29.4K -383 -6%
CHA
786
Carmichael Hill & Associates
Maryland
$499K +$63.6K +830 +15%
TCWM
787
Total Clarity Wealth Management
Illinois
$497K -$116K -1,512 -19%
PPP
788
Private Portfolio Partners
New Jersey
$497K +$46.2K +602 +10%
RCM
789
Radnor Capital Management
Pennsylvania
$496K – – –
IWA
790
Inspirion Wealth Advisors
Illinois
$490K -$38K -495 -7%
AIM
791
Anchor Investment Management
South Carolina
$485K -$46K -600 -9%
MAM
792
Madison Asset Management
Wisconsin
$484K – – –
CWM
793
Compass Wealth Management
Connecticut
$483K +$13.4K +175 +3%
ADBIC
794
A.D. Beadell Investment Counsel
Wisconsin
$481K +$7.66K +100 +2%
NAMNJ
795
NorthStar Asset Management (New Jersey)
New Jersey
$480K +$27.8K +363 +6%
CCM
796
Coldstream Capital Management
Washington
$479K -$483K -6,298 -50%
VNIM
797
Vaughan Nelson Investment Management
Texas
$478K +$64.1K +835 +15%
WB
798
Webster Bank
Connecticut
$478K – – –
MIC
799
Meridian Investment Counsel
California
$476K – – –
DWM
800
Dakota Wealth Management
Florida
$474K -$1.29M -16,831 -73%
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