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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,136 hedge funds and large institutions have $28.1B invested in Vanguard Short-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
+14
Holders Change %
+1.25%
% of All Funds
16.44%
Holding in Top 10
117
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.5%
% of All Funds
1.69%
New
95
Increased
447
Reduced
449
Closed
68
Calls
–
Puts
$7.61M
Net Calls
-$7.61M
Net Calls Change
-$7.85M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.75B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.29B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.22B
4
SEI Investments
4
SEI Investments
Pennsylvania
$246M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$126M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$40.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.31B
3
TLFA
3
True Link Financial Advisors
California
$160M
4
DPI
4
Diversified Portfolios Inc
Michigan
$31.2M
5
MIS
5
Morningstar Investment Services
Illinois
$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
951
Meritas Wealth Management
California
$237K – – –
TF
952
Tenon Financial
New Jersey
$236K +$2.05K +26 +0.9%
BI
953
Bramshill Investments
Florida
$236K – – –
EIP
954
Easterly Investment Partners
Massachusetts
$236K – – –
SFC
955
Strategic Financial Concepts
Texas
$236K -$19.7M -250,722 -99%
AWM
956
Aprio Wealth Management
Georgia
$233K – – –
Fisher Asset Management
957
Fisher Asset Management
Washington
$233K -$74.6K -948 -24%
BFS
958
Baskin Financial Services
Ontario, Canada
$232K – – –
SWM
959
Sugarloaf Wealth Management
Georgia
$230K +$43.9K +558 +24%
DFC
960
DB Fitzpatrick & Co
Idaho
$230K -$213K -2,709 -48%
QWM
961
Quadcap Wealth Management
Texas
$230K -$36.3K -461 -14%
NCM
962
NCM Capital Management
New Jersey
$230K – – –
MFS
963
McNamara Financial Services
Massachusetts
$229K +$18.2K +231 +9%
KFS
964
Keynote Financial Services
Connecticut
$229K -$1.57K -20 -0.7%
WIC
965
Woodmont Investment Counsel
Tennessee
$226K -$9.68K -123 -4%
AWM
966
Accel Wealth Management
Iowa
$226K -$5.35K -68 -2%
SW
967
Signify Wealth
Missouri
$226K -$175K -2,226 -44%
CNBT
968
Canandaigua National Bank & Trust
New York
$225K – – –
HP
969
Hilltop Partners
Indiana
$224K +$224K +2,851 New
AFS
970
Annapolis Financial Services
Maryland
$224K – – –
DWM
971
Drive Wealth Management
Utah
$224K +$224K +2,844 New
ME
972
McIlrath & Eck
Washington
$223K -$130K -1,654 -37%
TBWA
973
Three Bridge Wealth Advisors
California
$223K +$1.89K +24 +0.9%
CT
974
Colonial Trust
South Carolina
$222K +$630 +8 +0.3%
HFS
975
Hoge Financial Services
Pennsylvania
$218K +$218K +2,775 New
37 38
39
40 41