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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,236 hedge funds and large institutions have $30.5B invested in Vanguard Short-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 507 increasing their positions, 403 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+100
Holders Change %
+8.8%
% of All Funds
16.46%
Holding in Top 10
130
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+11.11%
% of All Funds
1.73%
New
188
Increased
507
Reduced
403
Closed
67
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
Essential Planning
New Hampshire
$375M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.08B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.34B
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$139M
5
AF
Allworth Financial
California
$1.06B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.13B
2
IAIM
International Assets Investment Management
Florida
$1.12M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$218M
4
MIS
Morningstar Investment Services
Illinois
$17.5M
5
PP
PrairieView Partners
Minnesota
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPAM
1051
Lodestar Private Asset Management
California
$208K +$208K +2,690 New
SW
1052
Signify Wealth
Missouri
$207K -$14.9K -193 -7%
LA
1053
Latitude Advisors
Florida
$206K -$2.4K -31 -1%
DIM
1054
Delta Investment Management
California
$206K -$44.2K -572 -18%
ESB
1055
Essex Savings Bank
Connecticut
$206K – – –
HDIM
1056
Hanson & Doremus Investment Management
Vermont
$206K -$136K -1,765 -40%
DAS
1057
Diversify Advisory Services
Utah
$205K -$32.2K -418 -14%
ARC
1058
Advisor Resource Council
Texas
$204K +$204K +2,635 New
RFS
1059
Richardson Financial Services
Massachusetts
$203K -$183K -2,367 -47%
OPPS
1060
Obsidian Personal Planning Solutions
Maryland
$203K +$2.41K +31 +1%
AG
1061
AmeriFlex Group
Nevada
$203K +$203K +2,612 New
GC
1062
Gibson Capital
Pennsylvania
$202K – – –
BWM
1063
BNC Wealth Management
Oregon
$202K +$202K +2,617 New
PNC
1064
Park National Corp
Ohio
$202K -$74.3K -961 -27%
PPC
1065
Park Place Capital
Alabama
$202K +$202K +2,614 New
GFL
1066
Granite FO LLC
New Hampshire
$201K +$2.4K +31 +1%
WWP
1067
Waypoint Wealth Partners
California
$200K +$200K +2,592 New
CT
1068
Colonial Trust
South Carolina
$197K -$20.9K -270 -10%
PSFG
1069
Park Square Financial Group
Georgia
$194K +$194K +2,516 New
LAM
1070
Lummis Asset Management
Texas
$190K – – –
RWPA
1071
Richard W. Paul & Associates
Michigan
$190K +$8.04K +104 +4%
PCMC
1072
Private Capital Management (Colorado)
Colorado
$186K +$39.4K +510 +27%
TAM
1073
Tucker Asset Management
Colorado
$185K +$140K +1,806 +310%
ME
1074
McIlrath & Eck
Washington
$178K -$41.6K -538 -19%
OCM
1075
Orion Capital Management
California
$172K -$188K -2,428 -52%
41 42
43
44 45