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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 %
CPA
801
Cardiff Park Advisors
California
$470K +$1.53K +20 +0.3%
Fidelity Investments
802
Fidelity Investments
Massachusetts
$470K -$676K -8,823 -59%
PHAM
803
Palisades Hudson Asset Management
Florida
$466K +$28.8K +376 +7%
CNB
804
Camden National Bank
Maine
$466K +$67.9K +886 +17%
EL
805
Essex LLC
Illinois
$457K -$132K -1,720 -22%
CPG
806
Cornerstone Planning Group
New Jersey
$457K -$182K -2,387 -28%
MCM
807
Maple Capital Management
Vermont
$453K +$154K +2,013 +52%
DFA
808
Delta Financial Advisors
Louisiana
$450K -$8.59K -112 -2%
RPA
809
Rock Point Advisors
Vermont
$450K -$44.6K -582 -9%
SJL
810
Shayne & Jacobs LLC
Tennessee
$443K +$2.68K +35 +0.6%
SW
811
SMART Wealth
Nebraska
$440K -$1.17M -15,283 -73%
MGWA
812
Monument Group Wealth Advisors
Massachusetts
$440K +$33.9K +442 +8%
LMKC
813
L.M. Kohn & Company
Ohio
$439K -$44.5K -580 -9%
VWA
814
Visionary Wealth Advisors
Illinois
$438K -$57.4K -748 -12%
LW
815
Linscomb Wealth
Texas
$436K -$11K -143 -2%
AT
816
American Trust
Kentucky
$436K +$175K +2,281 +67%
GAB
817
German American Bancorp
Indiana
$431K – – –
MIA
818
Milestone Investment Advisors
Wisconsin
$429K -$33.9K -442 -7%
RPGK
819
Retirement Planning Group (Kansas)
Kansas
$427K +$427K +5,574 New
HHWM
820
Hiley Hunt Wealth Management
Nebraska
$426K +$10.7K +140 +3%
ME
821
McIlrath & Eck
Washington
$422K -$57.5K -750 -12%
HAS
822
HBW Advisory Services
California
$422K – – –
SA
823
SAM Advisors
California
$418K -$9.35K -122 -2%
OC
824
Opinicus Capital
Florida
$416K +$3.76K +49 +0.9%
GJIA
825
Glass Jacobson Investment Advisors
Maryland
$416K +$460 +6 +0.1%
31 32
33
34 35