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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 %
WCM
926
Windsor Capital Management
Arizona
$265K -$230K -3,000 -47%
SWA
927
Sax Wealth Advisors
New Jersey
$264K -$427K -5,568 -62%
BFPW
928
BOK Financial Private Wealth
Colorado
$263K -$28K -365 -10%
HIP
929
HUB Investment Partners
Texas
$261K +$261K +3,407 New
CIAS
930
Capital Investment Advisory Services
North Carolina
$260K -$7.59K -99 -3%
DP
931
Dearborn Partners
Illinois
$260K – – –
FFO
932
Fiduciary Family Office
Florida
$259K -$456K -5,948 -64%
CIA
933
Cascade Investment Advisors
Oregon
$259K -$30.7K -400 -11%
LSA
934
Lion Street Advisors
Texas
$259K – – –
SDH
935
Sloy Dahl & Holst
Washington
$256K +$14.4K +188 +6%
JWM
936
JPL Wealth Management
Colorado
$256K +$256K +3,337 New
SAM
937
SignalPoint Asset Management
Missouri
$256K +$256K +3,335 New
FMTC
938
Farmers & Merchants Trust Company
California
$256K – – –
GSWM
939
Greenup Street Wealth Management
Michigan
$255K -$189K -2,466 -43%
WFM
940
Wolff Financial Management
Michigan
$253K +$1.23K +16 +0.5%
VW
941
Vance Wealth
California
$252K -$3.07K -40 -1%
SWM
942
Sterling Wealth Management
Illinois
$252K +$153 +2 +0.1%
BB
943
Busey Bank
Illinois
$251K -$43.1K -562 -15%
IFA
944
Index Fund Advisors
California
$250K +$230 +3 +0.1%
SPWG
945
Syntegra Private Wealth Group
Missouri
$249K -$4.6K -60 -2%
FLPIM
946
F.L. Putnam Investment Management
Massachusetts
$248K -$241K -3,146 -49%
JWA
947
JFS Wealth Advisors
Pennsylvania
$248K – – –
BCP
948
Blue Chip Partners
Michigan
$248K -$13.5K -176 -5%
PNC
949
Park National Corp
Ohio
$248K -$31.8K -415 -11%
RFG
950
REAP Financial Group
Texas
$247K +$17.4K +227 +8%
36 37
38
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