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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 %
KDA
826
Kraft Davis & Associates
Missouri
$391K -$122K -1,571 -24%
AWM
827
Axxcess Wealth Management
California
$390K -$22K -279 -5%
DWAM
828
Duncan Williams Asset Management
Tennessee
$390K +$390K +4,952 New
RFS
829
Richardson Financial Services
Massachusetts
$388K +$204K +2,630 +111%
GJIA
830
Glass Jacobson Investment Advisors
Maryland
$385K -$43K -547 -10%
NAMNJ
831
NorthStar Asset Management (New Jersey)
New Jersey
$384K -$113K -1,436 -23%
PW
832
Peninsula Wealth
California
$384K -$114K -1,456 -23%
PIA
833
Perennial Investment Advisors
California
$384K +$24.4K +310 +7%
QPW
834
Quantum Private Wealth
Florida
$381K – – –
EFG
835
Elios Financial Group
Ohio
$381K +$381K +4,841 New
OC
836
Opinicus Capital
Florida
$381K -$31K -394 -8%
GWP
837
Gateway Wealth Partners
Wisconsin
$378K +$378K +4,808 New
JTWM
838
Jackson Thornton Wealth Management
Alabama
$377K -$45.3K -576 -11%
PTC
839
Private Trust Company
Ohio
$377K -$5.51K -70 -1%
AR
840
Apeiron RIA
Texas
$376K +$74.3K +944 +25%
LWM
841
Liberty Wealth Management
California
$374K +$30.8K +392 +9%
WC
842
Wynn Capital
Georgia
$370K +$370K +4,700 New
OCM
843
Orion Capital Management
California
$366K +$120K +1,524 +49%
SAM
844
S.A. Mason
Michigan
$365K -$3.93K -50 -1%
FTA
845
Financial & Tax Architects
Missouri
$364K -$395K -5,025 -52%
TGAM
846
TBH Global Asset Management
Tennessee
$358K +$9.99K +127 +3%
HCP
847
Holt Capital Partners
Texas
$355K +$6.3K +80 +2%
RCM
848
Raleigh Capital Management
North Carolina
$354K +$8.26K +105 +2%
CF
849
Centaurus Financial
California
$354K -$194K -2,460 -35%
NHC
850
Nicholas Hoffman & Company
Georgia
$351K +$7.87K +100 +2%
32 33
34
35 36