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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 %
TPCW
126
TD Private Client Wealth
New York
$19.1M -$959K -12,504 -5%
CIAS
127
CBIZ Investment Advisory Services
Ohio
$18.8M -$15.7M -205,240 -46%
GLLW
128
Graves Light Lenhart Wealth
Virginia
$18.6M +$348K +4,544 +2%
TWC
129
TD Waterhouse Canada
Ontario, Canada
$18.3M +$2.49M +30,371 +16%
ML
130
McAdam LLC
Pennsylvania
$18.2M +$1.72M +22,481 +10%
EI
131
Ellevest Inc
New York
$18.1M +$1.73M +22,516 +11%
PD
132
Planning Directions
Pennsylvania
$18.1M -$609K -7,939 -3%
PAS
133
Park Avenue Securities
New York
$18.1M +$1.43M +18,621 +9%
OMC
134
Old Mission Capital
Illinois
$18.1M +$18.1M +236,228 New
AI
135
Atria Investments
North Carolina
$18.1M -$334K -4,354 -2%
OIA
136
OneDigital Investment Advisors
Kansas
$17.9M +$1.85M +24,130 +12%
WDG
137
Wealth Dimensions Group
Ohio
$17.9M +$152K +1,979 +0.9%
LFS
138
Lutz Financial Services
Nebraska
$17.3M +$1.37M +17,915 +9%
FMII
139
Farmers & Merchants Investments Inc
Nebraska
$17.2M -$19.2K -250 -0.1%
M&T Bank
140
M&T Bank
New York
$17.2M +$238K +3,110 +1%
SP
141
Symmetry Partners
Connecticut
$17M -$27.2M -354,404 -61%
PWLP
142
Prio Wealth Limited Partnership
Massachusetts
$16.7M +$2.45M +31,894 +17%
SC
143
Savant Capital
Illinois
$16.6M -$767K -10,002 -4%
AAM
144
Austin Asset Management
Texas
$16.5M +$100K +1,310 +0.6%
WC
145
Waterloo Capital
Texas
$16.5M +$3.6M +46,955 +28%
CAM
146
Clark Asset Management
New Hampshire
$16.4M +$2.08M +27,068 +14%
RW
147
REDW Wealth
New Mexico
$16.1M -$1.15M -14,966 -7%
KLI
148
Kelman-Lazarov Inc
Tennessee
$15.8M +$1.02M +13,249 +7%
MWM
149
Modera Wealth Management
New Jersey
$15.7M +$1.3M +16,897 +9%
CAL
150
Capital Analysts LLC
Pennsylvania
$15.7M +$1.79M +23,295 +13%
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