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Vanguard Ultra-Short Bond ETF
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Overview Fund Activity

296 hedge funds and large institutions have $2.12B invested in Vanguard Ultra-Short Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+5
Holders Change %
+1.72%
% of All Funds
4.29%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
34
Increased
107
Reduced
106
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$24.3M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$14.7M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$9.19M
4
Wells Fargo
4
Wells Fargo
California
$60.6M
5
WBG
5
Wharton Business Group
Pennsylvania
$223M

Top Sellers

1
GSAM
1
Grant Street Asset Management
Pennsylvania
$1.17M
2
AT
2
American Trust
Kentucky
$4.75M
3
PCA
3
Pallas Capital Advisors
Massachusetts
$0
4
PI
4
Parkside Investments
Illinois
$0
5
RCG
5
Regatta Capital Group
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
226
Wealth Management Associates
New Jersey
$297K -$27.2K -550 -8%
HSA
227
HBK Sorce Advisory
Pennsylvania
$292K -$554K -11,188 -66%
DC
228
Davenport & Co
Virginia
$290K – – –
AF
229
Advisornet Financial
Minnesota
$283K -$79.3K -1,600 -22%
RIA
230
Regal Investment Advisors
Michigan
$282K -$178K -3,593 -39%
FCIM
231
Fairview Capital Investment Management
California
$280K -$126K -2,550 -31%
RC
232
Roundview Capital
New Jersey
$277K – – –
NA
233
Nottingham Advisors
New York
$276K -$59.5K -1,200 -18%
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$261K +$261K +5,261 New
Pathstone Holdings
235
Pathstone Holdings
New Jersey
$260K +$16.7K +338 +7%
ASN
236
Advisory Services Network
Georgia
$253K +$112K +2,257 +79%
BWP
237
Barlow Wealth Partners
Kentucky
$251K -$28.9K -586 -10%
ODA
238
One Degree Advisors
California
$249K -$1.12M -22,469 -82%
IWA
239
Inspirion Wealth Advisors
Illinois
$248K – – –
SG
240
Strid Group
Pennsylvania
$245K +$248 +5 +0.1%
CCM
241
Coldstream Capital Management
Washington
$242K +$242K +4,887 New
MPAM
242
Murphy Pohlad Asset Management
Minnesota
$241K +$8.47K +171 +4%
BCP
243
Berkeley Capital Partners
Georgia
$233K +$233K +4,709 New
Cerity Partners
244
Cerity Partners
New York
$232K – – –
GGS
245
Galvin Gaustad & Stein
Arizona
$220K -$64.5K -1,302 -23%
PA
246
Pinnacle Associates
New York
$211K -$15.4K -310 -7%
PWMAG
247
Pinnacle Wealth Management Advisory Group
New Jersey
$211K – – –
AFP
248
Ausdal Financial Partners
Iowa
$209K +$209K +4,225 New
IAG
249
Investment Advisory Group
Massachusetts
$209K – – –
CIAS
250
CFS Investment Advisory Services
New Jersey
$209K – – –
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10
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