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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,236 hedge funds and large institutions have $30.5B invested in Vanguard Short-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 507 increasing their positions, 403 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+100
Holders Change %
+8.8%
% of All Funds
16.45%
Holding in Top 10
130
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.11%
% of All Funds
1.73%
New
188
Increased
507
Reduced
403
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
+$369M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$359M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$190M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$122M
5
AF
Allworth Financial
California
+$113M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.02B
2
IAIM
International Assets Investment Management
Florida
-$94.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$93.8M
4
MIS
Morningstar Investment Services
Illinois
-$77.8M
5
PP
PrairieView Partners
Minnesota
-$48M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMDI
876
R.M. Davis Inc
Maine
$394K – – –
DFG
877
Delta Financial Group
New Jersey
$393K +$393K +5,085 New
SB
878
Strategic Blueprint
Georgia
$391K -$90.6K -1,173 -19%
LGWM
879
Litman Gregory Wealth Management
California
$391K – – –
TWM
880
Topsail Wealth Management
North Carolina
$390K +$390K +5,042 New
JWCA
881
J.W. Coons Advisors
Ohio
$389K – – –
BEAM
882
Baker Ellis Asset Management
Washington
$386K -$1.55K -20 -0.4%
IA
883
Insight Advisors
Pennsylvania
$383K -$21.4K -277 -5%
DWAM
884
Duncan Williams Asset Management
Tennessee
$383K – – –
NAMNJ
885
NorthStar Asset Management (New Jersey)
New Jersey
$382K +$5.02K +65 +1%
CNB
886
Camden National Bank
Maine
$381K -$21.2K -275 -5%
PIA
887
Perennial Investment Advisors
California
$381K +$4.25K +55 +1%
PW
888
Peninsula Wealth
California
$380K – – –
MPCL
889
My Personal CFO LLC
Washington
$379K -$68.5K -887 -15%
GWP
890
Gateway Wealth Partners
Wisconsin
$376K +$4.48K +58 +1%
EFG
891
Elios Financial Group
Ohio
$376K +$1.7K +22 +0.5%
JTWM
892
Jackson Thornton Wealth Management
Alabama
$375K +$4.56K +59 +1%
QPW
893
Quantum Private Wealth
Florida
$375K – – –
AR
894
Apeiron RIA
Texas
$373K +$3.79K +49 +1%
BW
895
BIP Wealth
Georgia
$370K +$87.2K +1,129 +31%
KFGG
896
Keystone Financial Group (Georgia)
Georgia
$369K +$369K +4,776 New
PMG
897
Private Management Group
California
$366K -$372K -4,820 -50%
EWM
898
Elmwood Wealth Management
California
$365K -$773K -10,000 -68%
WC
899
Wynn Capital
Georgia
$363K – – –
FA
900
FDx Advisors
Illinois
$359K -$207K -2,678 -37%
34 35
36
37 38