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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 %
BAM
1001
BOS Asset Management
Illinois
$204K – – –
CWP
1002
Core Wealth Partners
California
$202K – – –
GFL
1003
Granite FO LLC
New Hampshire
$202K +$5.01K +64 +3%
NP
1004
NorthRock Partners
Minnesota
$199K +$31.8K +415 +19%
LFA
1005
LGT Financial Advisors
Texas
$194K – – –
CPA
1006
Clear Point Advisors
New York
$193K +$843 +11 +0.4%
RTL
1007
Red Tortoise LLC
Georgia
$189K +$843 +11 +0.4%
LAM
1008
Lummis Asset Management
Texas
$189K – – –
FSWA
1009
Financial Synergies Wealth Advisors
Texas
$177K -$135K -1,765 -43%
BEI
1010
Benjamin Edwards Inc
Missouri
$172K -$41.5K -542 -19%
BCMLT
1011
Beacon Capital Management LLC (Tennessee)
Tennessee
$172K +$5.06K +66 +3%
RWPA
1012
Richard W. Paul & Associates
Michigan
$172K -$6.59K -86 -4%
BL
1013
Balentine LLC
Georgia
$163K +$24.6K +321 +18%
SS
1014
Sunbelt Securities
Texas
$151K +$6.75K +88 +5%
RFS
1015
Richardson Financial Services
Massachusetts
$149K +$149K +1,948 New
PCFFS
1016
Pacific Center for Financial Services
California
$149K -$40.2K -524 -21%
SWM
1017
Sugarloaf Wealth Management
Georgia
$147K +$33.5K +437 +30%
CYG
1018
Clean Yield Group
Vermont
$142K – – –
RVM
1019
Robinson Value Management
Texas
$141K -$69K -900 -33%
PCMC
1020
Private Capital Management (Colorado)
Colorado
$140K +$4.22K +55 +3%
CA
1021
Clearstead Advisors
Ohio
$137K +$47.3K +621 +53%
GWM
1022
Guardian Wealth Management
Illinois
$133K -$33.3K -435 -20%
JWM
1023
Janiczek Wealth Management
Colorado
$126K – – –
OA
1024
Operose Advisors
Wisconsin
$125K +$125K +1,624 New
CB
1025
Community Bank
New York
$124K – – –
39 40
41
42 43