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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 %
WA
826
Waverly Advisors
Alabama
$414K +$155K +2,021 +60%
HGERS
827
Householder Group Estate & Retirement Specialist
Arizona
$412K -$5.6K -73 -1%
CRI
828
Colonial River Investments
Virginia
$411K -$3.07K -40 -0.7%
AFS
829
Annapolis Financial Services
Maryland
$410K -$112K -1,460 -21%
TDWM
830
Topel & Distasi Wealth Management
California
$409K +$4.06K +53 +1%
SHWM
831
Smith & Howard Wealth Management
Georgia
$408K -$1.45M -18,944 -78%
ACM
832
Absolute Capital Management
Pennsylvania
$405K +$39.3K +513 +11%
UAG
833
United Advisor Group
Ohio
$404K -$188K -2,453 -32%
WEG
834
World Equity Group
Illinois
$403K -$109K -1,418 -21%
IAA
835
Independent Advisor Alliance
North Carolina
$399K +$23.6K +308 +6%
TAM
836
Todd Asset Management
Kentucky
$398K – – –
TIM
837
Tortoise Investment Management
New York
$396K +$29.5K +385 +8%
SPA
838
Shore Point Advisors
New Jersey
$389K +$30.8K +401 +9%
LGWM
839
Litman Gregory Wealth Management
California
$388K +$613 +8 +0.2%
MMPW
840
Mitchell McLeod Pugh & Williams
Alabama
$386K +$45.5K +594 +13%
JWCA
841
J.W. Coons Advisors
Ohio
$386K – – –
BEAM
842
Baker Ellis Asset Management
Washington
$385K – – –
Fisher Asset Management
843
Fisher Asset Management
Washington
$384K +$24.1K +314 +7%
DAS
844
Diversify Advisory Services
Utah
$381K +$381K +4,990 New
PF
845
Penney Financial
Texas
$380K +$156K +2,041 +70%
BFG
846
Berger Financial Group
Minnesota
$375K +$12.3K +160 +3%
PTC
847
Private Trust Company
Ohio
$373K -$6.9K -90 -2%
AR
848
Apeiron RIA
Texas
$368K -$96.8K -1,263 -21%
SGCA
849
Steel Grove Capital Advisors
Tennessee
$364K -$50.2K -655 -12%
SAM
850
S.A. Mason
Michigan
$361K -$15.3K -200 -4%
32 33
34
35 36