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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.

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
1
Essential Planning
New Hampshire
$375M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.08B
3
Raymond James Financial
3
Raymond James Financial
Florida
$214M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.34B
5
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$139M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.13B
2
IAIM
2
International Assets Investment Management
Florida
$1.12M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$218M
4
MIS
4
Morningstar Investment Services
Illinois
$17.5M
5
PP
5
PrairieView Partners
Minnesota
$3.35M
Name Market Value Shares Shares
Change 		Shares
Change %
TW
126
Trajan Wealth
Arizona
$21.6M 278,998 +55,004 +25%
EI
127
Ellevest Inc
New York
$21.4M 276,709 +18,185 +7%
Financial Engines Advisors
128
Financial Engines Advisors
California
$20.7M 267,765 +118,518 +79%
BPA
129
Beacon Pointe Advisors
California
$19.8M 256,491 +607 +0.2%
FHA
130
First Horizon Advisors
Tennessee
$19.8M 256,458 -12,793 -5%
GLLW
131
Graves Light Lenhart Wealth
Virginia
$19.5M 252,999 +15,212 +6%
PD
132
Planning Directions
Pennsylvania
$19.5M 252,950 +25,754 +11%
BCWM
133
Bartlett & Co Wealth Management
Ohio
$19.3M 249,525 -14,523 -6%
LFS
134
Lutz Financial Services
Nebraska
$19M 246,148 +433 +0.2%
WDG
135
Wealth Dimensions Group
Ohio
$18.9M 245,106 +12,728 +5%
USAA
136
United Services Automobile Association
Texas
$18.6M 241,217 -15,830 -6%
KLI
137
Kelman-Lazarov Inc
Tennessee
$18.3M 236,633 +2,210 +0.9%
TPCW
138
TD Private Client Wealth
New York
$18.2M 235,015 -106 -0%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$18M 233,015 +5,455 +2%
CWM
140
Connecticut Wealth Management
Connecticut
$18M 239,289 +122,564 +105%
THL
141
Tillman Hartley LLC
Colorado
$17.8M 230,369 -1,678 -0.7%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$17.7M 229,003 -895 -0.4%
MWM
143
Modera Wealth Management
New Jersey
$17.5M 227,076 +2,742 +1%
MIS
144
Morningstar Investment Services
Illinois
$17.5M 226,030 -1,007,166 -82%
FHC
145
Fort Henry Capital
West Virginia
$17.4M 224,889 -10,037 -4%
B
146
BetterWealth
California
$17.3M 224,036 +12,792 +6%
OIA
147
OneDigital Investment Advisors
Kansas
$17.3M 223,421 -491 -0.2%
MG
148
MilWealth Group
Wisconsin
$17M 219,410 +4,245 +2%
M&T Bank
149
M&T Bank
New York
$16.9M 218,416 -1,949 -0.9%
TWC
150
TD Waterhouse Canada
Ontario, Canada
$16.6M 215,188 +8,797 +4%
4 5
6
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