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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 %
IWA
901
Icon Wealth Advisors
Texas
$300K +$230 +3 +0.1%
SFA
902
Sequoia Financial Advisors
Ohio
$300K -$121K -1,572 -29%
WPW
903
Watershed Private Wealth
Illinois
$297K -$2.34M -30,484 -89%
DB
904
Dravo Bay
Delaware
$295K +$22.2K +289 +8%
CSIC
905
Clifford Swan Investment Counsel
California
$294K – – –
HIC
906
Holderness Investments Company
North Carolina
$290K – – –
HCMG
907
Howard Capital Management Group
California
$281K – – –
VCM
908
Verde Capital Management
Michigan
$281K +$49.5K +646 +21%
AWM
909
Axxcess Wealth Management
California
$280K +$280K +3,654 New
TCPW
910
Twin City Private Wealth
North Carolina
$279K +$279K +3,644 New
WIC
911
Woodmont Investment Counsel
Tennessee
$279K -$11.8K -154 -4%
WSTAM
912
Wilbanks Smith & Thomas Asset Management
Virginia
$278K -$3.07K -40 -1%
WP
913
WealthPLAN Partners
Nebraska
$277K – – –
ACM
914
Alpha Capital Management
Texas
$276K – – –
SNB
915
Security National Bank
Nebraska
$276K – – –
DIM
916
Delta Investment Management
California
$273K -$13.7K -179 -5%
SIAP
917
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$271K +$49K +639 +22%
GT
918
Glenview Trust
Kentucky
$271K -$5.06K -66 -2%
MFA
919
McClarren Financial Advisors
Pennsylvania
$269K +$269K +3,507 New
NWMG
920
National Wealth Management Group
Ohio
$268K +$13.1K +171 +5%
SCM
921
Steele Capital Management
Iowa
$267K – – –
APWM
922
Argonautica Private Wealth Management
Massachusetts
$267K +$11.1K +145 +4%
OPPS
923
Obsidian Personal Planning Solutions
Maryland
$265K -$61.4K -808 -19%
CFS
924
Coordinated Financial Services
Colorado
$265K +$265K +3,459 New
LWM
925
LJI Wealth Management
Indiana
$265K -$74.3K -969 -22%
35 36
37
38 39