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Vanguard Short-Term Bond ETF
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Overview Fund Activity

1,122 hedge funds and large institutions have $26.5B invested in Vanguard Short-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 440 increasing their positions, 461 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
-28
Holders Change %
-2.43%
% of All Funds
16.32%
Holding in Top 10
120
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.83%
% of All Funds
1.75%
New
82
Increased
440
Reduced
461
Closed
98
Calls
$245K
Puts
–
Net Calls
+$245K
Net Calls Change
-$376K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.4B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.86B
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.93B
4
AA
Axiom Advisory
California
$95.1M
5
Cerity Partners
Cerity Partners
New York
$114M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$558M
2
UBS Group
UBS Group
Switzerland
$166M
3
Bank of America
Bank of America
North Carolina
$526M
4
CWM
Campbell Wealth Management
Virginia
$0
5
BCM
Brookstone Capital Management
Illinois
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
151
Austin Asset Management
Texas
$16.1M -$493K -6,430 -3%
MG
152
MilWealth Group
Wisconsin
$16M +$379K +4,936 +2%
PNAA
153
Pictet North America Advisors
Switzerland
$15.6M -$7.06M -92,035 -31%
PWLP
154
Prio Wealth Limited Partnership
Massachusetts
$15.6M -$1.16M -15,097 -7%
KAS
155
Kestra Advisory Services
Texas
$15.6M +$6.49M +90,666 +71%
CFA
156
Cahill Financial Advisors
Minnesota
$15.5M +$291K +3,792 +2%
BFA
157
Bluestem Financial Advisors
Illinois
$15.3M -$8.73M -113,775 -36%
B
158
BetterWealth
California
$15.1M +$1.6M +20,909 +12%
THL
159
Tillman Hartley LLC
Colorado
$15M +$297K +3,869 +2%
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$14.9M +$1.91M +24,895 +15%
Man Group
161
Man Group
United Kingdom
$14.8M +$1.39M +18,059 +10%
Prudential Financial
162
Prudential Financial
New Jersey
$14.6M -$282K -3,674 -2%
SOAG
163
Silver Oak Advisory Group
Oregon
$14.2M +$291K +3,797 +2%
WWM
164
Wiser Wealth Management
Georgia
$14M -$354K -4,611 -2%
BFP
165
Brewster Financial Planning
New York
$13.9M +$708K +9,233 +5%
CIA
166
Concurrent Investment Advisors
Florida
$13.8M -$740K -9,652 -5%
TW
167
Trajan Wealth
Arizona
$13.8M +$2.14M +27,909 +18%
EA
168
Evolution Advisers
Virginia
$13.7M +$908K +11,841 +7%
SC
169
Stephenson & Company
California
$13.7M +$521K +6,790 +4%
WIA
170
World Investment Advisors
California
$13.7M +$13.7M +178,321 New
PWM
171
Perigon Wealth Management
California
$13.5M -$187K -2,432 -1%
MFG
172
Monumental Financial Group
Maryland
$13.4M +$1.07M +14,009 +9%
MPIA
173
Mountain Pacific Investment Advisers
Idaho
$13.3M -$488K -6,366 -4%
BHWM
174
Bay Harbor Wealth Management
Maryland
$13.2M -$415K -5,410 -3%
YAL
175
Your Advocates Ltd
Texas
$13.2M +$1.39M +18,100 +12%
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