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Vanguard Short-Term Bond ETF

1,195 hedge funds and large institutions have $28.7B invested in Vanguard Short-Term Bond ETF in 2025 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 508 increasing their positions, 456 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,195
Holders Change
-41
Holders Change %
-3.32%
% of All Funds
16.23%
Holding in Top 10
133
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.31%
% of All Funds
1.81%
New
82
Increased
508
Reduced
456
Closed
86
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
126
Bartlett & Co Wealth Management
Ohio
$20.3M +$734K +9,382 +4%
EI
127
Ellevest Inc
New York
$19.8M -$1.9M -24,282 -9%
NW
128
NewEdge Wealth
Pennsylvania
$19.5M +$5.09M +64,962 +35%
DWM
129
Dynasty Wealth Management
Florida
$19.5M +$13M +166,080 +200%
FHA
130
First Horizon Advisors
Tennessee
$19.3M -$821K -10,488 -4%
LFS
131
Lutz Financial Services
Nebraska
$19.2M -$62.9K -804 -0.3%
KLI
132
Kelman-Lazarov Inc
Tennessee
$19.1M +$617K +7,883 +3%
WDG
133
Wealth Dimensions Group
Ohio
$19.1M -$49.4K -631 -0.3%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$18.5M +$248K +3,167 +1%
TPCW
135
TD Private Client Wealth
New York
$18.5M +$80.4K +1,027 +0.4%
OIA
136
OneDigital Investment Advisors
Kansas
$18.2M +$745K +9,512 +4%
OFS
137
OneAscent Financial Services
Alabama
$18.2M +$9.25M +118,135 +103%
B
138
BetterWealth
California
$17.9M +$404K +5,157 +2%
MWM
139
Modera Wealth Management
New Jersey
$17.7M -$121K -1,547 -0.7%
M&T Bank
140
M&T Bank
New York
$17.6M +$455K +5,818 +3%
MG
141
MilWealth Group
Wisconsin
$17.5M +$281K +3,589 +2%
FHC
142
Fort Henry Capital
West Virginia
$17.4M -$231K -2,949 -1%
THL
143
Tillman Hartley LLC
Colorado
$17M -$1.01M -12,895 -6%
WANY
144
Wealthspire Advisors (New York)
New York
$17M +$8.13M +103,809 +91%
TWC
145
TD Waterhouse Canada
Ontario, Canada
$16.9M +$115K +1,472 +0.7%
DPI
146
Diversified Portfolios Inc
Michigan
$16.9M -$8.05M -102,875 -32%
PFBT
147
Parkside Financial Bank & Trust
Missouri
$16.8M +$687K +8,772 +4%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$16.8M +$16.1M +205,161 +2,068%
AWM
149
Apollon Wealth Management
South Carolina
$16.6M +$176K +2,243 +1%
FHC
150
First Heartland Consultants
Missouri
$16.4M -$6.93M -88,552 -30%