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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,136 hedge funds and large institutions have $28.1B invested in Vanguard Short-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 447 increasing their positions, 449 reducing their positions, and 68 closing their positions.

Holders
1,136
Holders Change
+14
Holders Change %
+1.25%
% of All Funds
16.44%
Holding in Top 10
117
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.5%
% of All Funds
1.69%
New
95
Increased
447
Reduced
449
Closed
68
Calls
–
Puts
$7.61M
Net Calls
-$7.61M
Net Calls Change
-$7.85M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.75B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.29B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.22B
4
SEI Investments
4
SEI Investments
Pennsylvania
$246M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$126M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$40.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.31B
3
TLFA
3
True Link Financial Advisors
California
$160M
4
DPI
4
Diversified Portfolios Inc
Michigan
$31.2M
5
MIS
5
Morningstar Investment Services
Illinois
$97.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
126
Beacon Pointe Advisors
California
$20.1M 255,884 +2,211 +0.9%
AI
127
Atria Investments
North Carolina
$19.6M 248,702 -132 -0.1%
FFA
128
Farther Finance Advisors
California
$19.5M 248,114 -54,536 -18%
LFS
129
Lutz Financial Services
Nebraska
$19.3M 245,715 +2,113 +0.9%
TIAA Trust, National Association
130
TIAA Trust, National Association
North Carolina
$18.8M 238,670 -101,651 -30%
GLLW
131
Graves Light Lenhart Wealth
Virginia
$18.7M 237,787 +2,227 +0.9%
TPCW
132
TD Private Client Wealth
New York
$18.5M 235,121 -12,109 -5%
FHC
133
Fort Henry Capital
West Virginia
$18.5M 234,926 -59,004 -20%
KLI
134
Kelman-Lazarov Inc
Tennessee
$18.4M 234,423 +6,779 +3%
WDG
135
Wealth Dimensions Group
Ohio
$18.3M 232,378 -508 -0.2%
THL
136
Tillman Hartley LLC
Colorado
$18.3M 232,047 +36,899 +19%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$18.1M 229,898 -78,966 -26%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$17.9M 227,560 -14,852 -6%
PD
139
Planning Directions
Pennsylvania
$17.9M 227,196 -17,473 -7%
CAL
140
Capital Analysts LLC
Pennsylvania
$17.8M 226,702 +12,366 +6%
MWM
141
Modera Wealth Management
New Jersey
$17.7M 224,334 +6,875 +3%
TW
142
Trajan Wealth
Arizona
$17.6M 223,994 +44,379 +25%
OIA
143
OneDigital Investment Advisors
Kansas
$17.6M 223,912 -21,767 -9%
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$17.6M 223,265 +29,438 +15%
M&T Bank
145
M&T Bank
New York
$17.3M 220,365 -1,532 -0.7%
EWA
146
EverSource Wealth Advisors
Alabama
$17M 215,846 +3,214 +2%
MG
147
MilWealth Group
Wisconsin
$16.9M 215,165 +6,312 +3%
ML
148
McAdam LLC
Pennsylvania
$16.9M 214,717 -42,038 -16%
BCMIO
149
Beacon Capital Management Inc (Ohio)
Ohio
$16.8M 214,130 -35,596 -14%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$16.7M 212,657 -6,204 -3%
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