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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 %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.22B -$178M -2,276,900 -4%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.48B +$215M +2,752,875 +10%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.59B -$513M -6,554,040 -24%
AF
4
Allworth Financial
California
$1.44B +$373M +4,768,521 +35%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$1.35B +$76.6M +978,455 +6%
Goldman Sachs
6
Goldman Sachs
New York
$1.3B +$6.06M +77,456 +0.5%
Morgan Stanley
7
Morgan Stanley
New York
$1.17B +$20.4M +260,579 +2%
Bank of America
8
Bank of America
North Carolina
$659M +$37.7M +482,230 +6%
BCMIO
9
Beacon Capital Management Inc (Ohio)
Ohio
$560M +$420M +5,376,301 +300%
Northern Trust
10
Northern Trust
Illinois
$557M -$81M -1,035,132 -13%
TI
11
Truepoint Inc
Ohio
$496M +$5.88M +75,092 +1%
LPL Financial
12
LPL Financial
California
$493M -$59.3M -757,488 -11%
Wells Fargo
13
Wells Fargo
California
$409M -$24.3M -309,815 -6%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$394M +$92.5M +1,181,318 +31%
UCFA
15
United Capital Financial Advisors
Texas
$385M -$19.3M -246,373 -5%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$362M +$2.27M +29,017 +0.6%
LNC
17
Lincoln National Corp
Pennsylvania
$276M +$1.58M +20,230 +0.6%
UBS Group
18
UBS Group
Switzerland
$266M +$2.4M +30,683 +0.9%
Corient Private Wealth
19
Corient Private Wealth
Florida
$259M -$40M -511,300 -13%
SEI Investments
20
SEI Investments
Pennsylvania
$248M -$2.55M -32,515 -1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$244M +$9.21M +117,659 +4%
Raymond James Financial
22
Raymond James Financial
Florida
$242M +$25.8M +329,062 +12%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$229M +$8.08M +103,162 +4%
SFA
24
Sequoia Financial Advisors
Ohio
$200M +$175M +2,234,266 +690%
Cerity Partners
25
Cerity Partners
New York
$198M +$22.5M +287,641 +13%