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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 %
RMDI
851
R.M. Davis Inc
Maine
$360K -$134K -1,750 -27%
MG
852
Mather Group
Illinois
$357K +$77 +1 +0%
NAS
853
Nicolet Advisory Services
Wisconsin
$356K -$118K -1,545 -25%
BWA
854
Bordeaux Wealth Advisors
California
$354K +$354K +4,616 New
VFP
855
Verus Financial Partners
Virginia
$351K -$37.5M -488,779 -99%
PIA
856
Perennial Investment Advisors
California
$350K -$5.44K -71 -2%
DWP
857
Daymark Wealth Partners
Ohio
$349K +$26.1K +341 +8%
WWS
858
Wellington Wealth Strategies
Indiana
$346K +$346K +4,518 New
LWM
859
Liberty Wealth Management
California
$344K +$344K +4,483 New
VFPW
860
Vantage Financial Partners (Wisconsin)
Wisconsin
$341K +$10.5K +137 +3%
EPA
861
Element Pointe Advisors
Florida
$340K – – –
HCP
862
Holt Capital Partners
Texas
$340K -$12.7K -165 -4%
PIM
863
Penobscot Investment Management
Massachusetts
$339K +$9.58K +125 +3%
ECM
864
Evergreen Capital Management
Washington
$339K – – –
RCM
865
Raleigh Capital Management
North Carolina
$339K -$12.7K -165 -4%
BFIM
866
Beese Fulmer Investment Management
Ohio
$338K -$460 -6 -0.1%
VFA
867
Valeo Financial Advisors
Indiana
$337K +$337K +4,429 New
AIP
868
Ameritas Investment Partners
Nebraska
$336K -$2.91K -38 -0.9%
RB
869
Rodgers Brothers
Pennsylvania
$335K – – –
ML
870
Mayport LLC
Massachusetts
$334K – – –
KAM
871
KEB Asset Management
Illinois
$332K – – –
HA
872
Hanover Advisors
South Carolina
$330K +$22.2K +290 +7%
PB
873
Pinnacle Bancorp
Nebraska
$329K -$28.3K -369 -8%
TGAM
874
TBH Global Asset Management
Tennessee
$329K +$24.6K +321 +8%
BW
875
BIP Wealth
Georgia
$326K -$285K -3,712 -47%
33 34
35
36 37