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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.34B 56,123,893 +2,456,689 +5%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$2.45B 31,714 +103 +0.3%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.23B 28,879,736 -260,368 -0.9%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.08B 26,903,564 +4,647,759 +21%
Goldman Sachs
5
Goldman Sachs
New York
$1.27B 16,475,530 -137,437 -0.8%
Empower Advisory Group
6
Empower Advisory Group
Colorado
$1.26B 16,322,389 +1,121,941 +7%
Morgan Stanley
7
Morgan Stanley
New York
$1.13B 14,663,464 -13,258,516 -47%
AF
8
Allworth Financial
California
$1.06B 13,649,853 +1,455,100 +12%
Northern Trust
9
Northern Trust
Illinois
$630M 8,150,925 +218,682 +3%
Bank of America
10
Bank of America
North Carolina
$613M 7,934,969 +228,575 +3%
LPL Financial
11
LPL Financial
California
$546M 7,059,963 +1,050,028 +17%
TI
12
Truepoint Inc
Ohio
$484M 6,262,742 +248,778 +4%
Wells Fargo
13
Wells Fargo
California
$428M 5,538,494 -598,702 -10%
UCFA
14
United Capital Financial Advisors
Texas
$399M 5,164,091 +4,749 +0.1%
EP
15
Essential Planning
New Hampshire
$375M 4,825,007 +4,751,613 +6,474%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$355M 4,597,743 +183,986 +4%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$298M 3,853,794 +364,096 +10%
Corient Private Wealth
18
Corient Private Wealth
Florida
$295M 3,814,756 -272,932 -7%
LNC
19
Lincoln National Corp
Pennsylvania
$271M 3,503,805 +142,006 +4%
UBS Group
20
UBS Group
Switzerland
$260M 3,371,179 +451,362 +15%
SEI Investments
21
SEI Investments
Pennsylvania
$248M 3,206,249 +80,932 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$231M 2,993,392 +71,531 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$218M 2,820,279 -1,213,977 -30%
Raymond James Financial
24
Raymond James Financial
Florida
$214M 2,767,791 +2,767,791 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$204M 2,635,260 +168,897 +7%
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