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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 %
KFS
976
Keynote Financial Services
Connecticut
$228K +$228K +2,975 New
OCM
977
Orion Capital Management
California
$228K +$193K +2,518 +552%
AWM
978
Aprio Wealth Management
Georgia
$227K -$288K -3,750 -56%
ESB
979
Essex Savings Bank
Connecticut
$227K – – –
WF
980
Warner Financial
Maryland
$227K +$8.65K +113 +4%
NAG
981
Northstar Advisory Group
New Jersey
$227K -$1.53K -20 -0.7%
BFS
982
Baskin Financial Services
Ontario, Canada
$226K – – –
AUIM
983
Aegon USA Investment Management
Iowa
$224K -$71.7K -935 -24%
NCM
984
NCM Capital Management
New Jersey
$224K – – –
CWM
985
Congress Wealth Management
Massachusetts
$223K +$1.92K +25 +0.9%
SOS
986
Silver Oak Securities
Tennessee
$218K -$1.9M -24,737 -90%
SFA
987
Souders Financial Advisors
Ohio
$218K -$10.1M -131,074 -98%
HP
988
Hilltop Partners
Indiana
$218K -$60.3K -787 -22%
EGA
989
E&G Advisors
Texas
$216K – – –
CT
990
Colonial Trust
South Carolina
$215K +$153 +2 +0.1%
LSA
991
Lansing Street Advisors
Pennsylvania
$215K -$110K -1,440 -34%
IIC
992
Ironwood Investment Counsel
Arizona
$214K -$5.06K -66 -2%
TBWA
993
Three Bridge Wealth Advisors
California
$213K +$1.07K +14 +0.5%
GP
994
Girard Partners
Pennsylvania
$213K – – –
RPCA
995
Running Point Capital Advisors
California
$211K +$1.84K +24 +0.9%
KFGK
996
Keystone Financial Group (Kentucky)
Kentucky
$211K -$131K -1,708 -38%
BCM
997
Brookmont Capital Management
Texas
$210K -$43.4K -566 -17%
SCA
998
STALEY CAPITAL ADVISERS
Pennsylvania
$210K +$210K +2,742 New
HIA
999
Harbor Investment Advisory
Maryland
$207K – – –
SPI
1000
Santori & Peters Inc
Pennsylvania
$204K -$8.97K -117 -4%
38 39
40
41 42