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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 %
ETIA
951
Epic Trust Investment Advisors
Washington
$247K – – –
HR
952
Howe & Rusling
New York
$247K -$62.6K -817 -20%
LAM
953
Lakewood Asset Management
Illinois
$246K +$20.4K +266 +9%
SAG
954
SageView Advisory Group
California
$245K +$245K +2,508 New
KTA
955
Keeley-Teton Advisors
Illinois
$245K – – –
VF
956
VitalStone Financial
Texas
$245K -$31.5K -411 -11%
ST
957
Spinnaker Trust
Maine
$244K – – –
BFM
958
Boston Financial Management
Massachusetts
$243K -$9.51K -124 -4%
WAG
959
Winthrop Advisory Group
Massachusetts
$241K +$241K +3,144 New
AAMC
960
Asset Allocation & Management Company
Illinois
$241K – – –
SRSA
961
S.R. Schill & Associates
Washington
$241K – – –
CCG
962
Coastwise Capital Group
California
$240K +$4.14K +54 +2%
TBC
963
Ted Buchan & Co
California
$239K +$239K +3,111 New
TF
964
Tenon Financial
New Jersey
$237K +$237K +3,092 New
RFO
965
RiverGlades Family Offices
Florida
$237K – – –
LFA
966
Lauterbach Financial Advisors
Texas
$236K – – –
SRCM
967
Signature Resources Capital Management
California
$234K – – –
AWM
968
Accel Wealth Management
Iowa
$233K -$10.7K -139 -4%
BAM
969
Belpointe Asset Management
Nevada
$232K +$29.4K +383 +15%
MWM
970
Meritas Wealth Management
California
$231K – – –
DWM
971
Dopkins Wealth Management
New York
$230K +$230K +3,003 New
EIP
972
Easterly Investment Partners
Massachusetts
$230K -$77 -1 -0%
BI
973
Bramshill Investments
Florida
$230K +$230K +3,000 New
KFG
974
Kingdom Financial Group
Arizona
$229K +$229K +2,987 New
EFP
975
EnRich Financial Partners
Wisconsin
$229K +$77 +1 +0%
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39
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