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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 %
OWA
901
Oak Wealth Advisors
Illinois
$358K +$358K +4,638 New
CF
902
Centaurus Financial
California
$356K +$8.35K +108 +2%
WG
903
Watchman Group
Texas
$355K -$42.5K -550 -11%
SAM
904
S.A. Mason
Michigan
$354K -$3.86K -50 -1%
CRI
905
Colonial River Investments
Virginia
$354K -$47.2K -611 -12%
AWM
906
Axxcess Wealth Management
California
$354K -$28.7K -371 -7%
SW
907
SVB Wealth
Massachusetts
$354K +$354K +4,582 New
ATWA
908
Arbor Trust Wealth Advisors
Michigan
$353K +$353K +4,566 New
FTA
909
Financial & Tax Architects
Missouri
$352K -$5.1K -66 -1%
ITB
910
Idaho Trust Bank
Idaho
$350K +$350K +4,530 New
PTC
911
Private Trust Company
Ohio
$349K -$21.2K -275 -6%
FAM
912
Frontier Asset Management
Wyoming
$348K -$2.01M -25,963 -85%
AT
913
American Trust
Kentucky
$347K +$347K +4,487 New
TCPW
914
Twin City Private Wealth
North Carolina
$344K -$67.8K -877 -16%
EPA
915
Element Pointe Advisors
Florida
$343K – – –
RCM
916
Raleigh Capital Management
North Carolina
$343K -$4.71K -61 -1%
BWS
917
Broadway Wealth Solutions
Texas
$340K +$340K +4,397 New
LW
918
Linscomb Wealth
Texas
$340K +$541 +7 +0.2%
LFG
919
Lockerman Financial Group
California
$339K +$43.8K +567 +15%
SG
920
Stanich Group
New York
$338K +$338K +4,368 New
NHC
921
Nicholas Hoffman & Company
Georgia
$337K -$7.73K -100 -2%
WA
922
WPG Advisers
Maryland
$335K +$335K +4,341 New
WTFG
923
Wood Tarver Financial Group
Idaho
$334K +$334K +4,328 New
KAM
924
KEB Asset Management
Illinois
$333K – – –
CWM
925
Chemistry Wealth Management
New York
$333K +$333K +4,304 New
35 36
37
38 39