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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 %
RDFA
1026
Ritter Daniher Financial Advisory
Ohio
$117K – – –
FRA
1027
Front Row Advisors
California
$116K +$21.5K +280 +23%
MCM
1028
MidAtlantic Capital Management
Virginia
$115K – – –
KFP
1029
Keener Financial Planning
Texas
$115K -$6.79K -88 -6%
CP
1030
Castleview Partners
Texas
$113K +$90.6K +1,181 +406%
NCM
1031
Northwest Capital Management
Oregon
$112K – – –
DF
1032
DecisionPoint Financial
Arizona
$108K +$24.7K +325 +30%
CA
1033
Crewe Advisors
Utah
$107K – – –
CFO
1034
CVA Family Office
Colorado
$101K +$230 +3 +0.2%
CT
1035
Cambridge Trust
Massachusetts
$99.9K -$913K -11,914 -90%
B
1036
Birchbrook
Maine
$95.1K -$965K -12,581 -91%
NFSG
1037
Newbridge Financial Services Group
Florida
$93.8K +$42.4K +553 +82%
FFA
1038
Founders Financial Alliance
North Carolina
$93.5K +$4.22K +55 +5%
OWA
1039
Opal Wealth Advisors
New York
$93.5K -$216K -2,818 -70%
MCA
1040
Maryland Capital Advisors
Maryland
$91.2K -$767 -10 -0.8%
FDCP
1041
Foster Dykema Cabot & Partners
Massachusetts
$89.7K +$74.2K +968 +479%
CFFP
1042
Center for Financial Planning
Michigan
$87.4K – – –
WL
1043
WIT LLC
District of Columbia
$85.7K -$29.1K -379 -25%
CIR
1044
Clear Investment Research
Georgia
$84.9K – – –
SIM
1045
Studio Investment Management
Illinois
$84.7K +$84.7K +1,105 New
GWANC
1046
Guardian Wealth Advisors (North Carolina)
North Carolina
$84.3K -$36.9K -481 -30%
CIA
1047
Cape Investment Advisory
Georgia
$83.3K -$14.8K -193 -15%
CJ
1048
Caitlin John
Michigan
$80K -$16.6K -216 -17%
EAM
1049
Empirical Asset Management
Massachusetts
$78.8K +$78.8K +78,795 New
SC
1050
Stephens Consulting
Michigan
$76.2K -$3.99K -52 -5%
40 41
42
43 44