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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
$1.81B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.71B
3
Northern Trust
Northern Trust
Illinois
$803M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$116M
5
Empower Advisory Group
Empower Advisory Group
Colorado
$1.05B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.14B
2
Goldman Sachs
Goldman Sachs
New York
$1.47B
3
MIS
Morningstar Investment Services
Illinois
$135M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
5
Osaic Holdings
Osaic Holdings
Arizona
$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
1151
Gables Capital Management
Florida
$77 – – –
HI
1152
Hoey Investments
Pennsylvania
$74 +$74 +1 New
ETC
1153
Exchange Traded Concepts
Oklahoma
– -$55.9M -725,323 Closed
HWM
1154
HFG Wealth Management
Texas
– -$8.06M -104,670 Closed
MWM
1155
Meridian Wealth Management
Kentucky
– -$5.39M -69,998 Closed
SAS
1156
Sage Advisory Services
Texas
– -$2.48M -32,137 Closed
PBM
1157
Propel Bio Management
California
– -$2.13M -27,712 Closed
SAM
1158
Simplify Asset Management
Nevada
– -$2.13M -27,712 Closed
SWRP
1159
Summit Wealth & Retirement Planning
California
– -$1.44M -18,759 Closed
CL
1160
Cabana LLC
Arkansas
– -$1.31M -17,000 Closed
ACI
1161
Alpha Cubed Investments
California
– -$1.27M -16,427 Closed
WWM
1162
Wagner Wealth Management
South Carolina
– -$1.03M -13,324 Closed
CG
1163
Cynosure Group
Utah
– -$995K -12,919 Closed
HAFS
1164
Hapanowicz & Associates Financial Services
Pennsylvania
– -$875K -11,365 Closed
HWA
1165
Heritage Wealth Advisors
Virginia
– -$764K -9,923 Closed
SC
1166
Schiavi & Co
Delaware
– -$735K -9,544 Closed
SS
1167
Sound Stewardship
Kansas
– -$696K -9,031 Closed
FA
1168
Fiducient Advisors
Illinois
– -$626K -8,127 Closed
ECG
1169
EPIQ Capital Group
California
– -$625K -8,113 Closed
RSWM
1170
Robertson Stephens Wealth Management
California
– -$587K -7,628 Closed
WIA
1171
World Investment Advisors
California
– -$575K -7,467 Closed
RL
1172
Retireful LLC
Michigan
– -$572K -7,428 Closed
IPWA
1173
International Private Wealth Advisors
California
– -$526K -6,825 Closed
ACM
1174
Advisors Capital Management
New Jersey
– -$470K -6,105 Closed
OP
1175
ORG Partners
Indiana
– -$400K -5,183 Closed
45 46
47
48 49