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Vanguard Short-Term Bond ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.71B 48,390,766 +1,916,184 +4%
Morgan Stanley
2
Morgan Stanley
New York
$2.14B 27,949,742 -29,941,720 -52%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.81B 23,643,973 +2,917,230 +14%
Goldman Sachs
4
Goldman Sachs
New York
$1.47B 19,225,003 -8,471,615 -31%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$1.05B 13,748,160 +552,503 +4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$1.01B 13,194,686 -1,806,878 -12%
AF
7
Allworth Financial
California
$884M 11,524,568 +448,368 +4%
Northern Trust
8
Northern Trust
Illinois
$803M 10,471,475 +1,677,188 +19%
Bank of America
9
Bank of America
North Carolina
$570M 7,438,639 -746,261 -9%
Wells Fargo
10
Wells Fargo
California
$464M 6,054,896 -416,313 -6%
LPL Financial
11
LPL Financial
California
$452M 5,900,059 +268,773 +5%
TI
12
Truepoint Inc
Ohio
$439M 5,726,702 +185,999 +3%
UCFA
13
United Capital Financial Advisors
Texas
$405M 5,285,205 -97,264 -2%
AAS
14
Avantax Advisory Services
Texas
$402M 5,241,494 +69,346 +1%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$334M 4,351,434 +184,372 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$296M 3,865,780 -46,644 -1%
Corient Private Wealth
17
Corient Private Wealth
Florida
$282M 3,682,155 +307,878 +9%
LNC
18
Lincoln National Corp
Pennsylvania
$248M 3,237,659 +184,717 +6%
UBS Group
19
UBS Group
Switzerland
$218M 2,842,782 +100,077 +4%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$210M 2,758,460 +269,033 +11%
TLFA
21
True Link Financial Advisors
California
$210M 2,737,765 -98,072 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$198M 2,578,624 +51,226 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$191M 2,493,226 +171,502 +7%
Charles Schwab
24
Charles Schwab
California
$185M 2,406,859 -371,306 -13%
MIM
25
MetLife Investment Management
New Jersey
$182M 2,368,000 -123,700 -5%