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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 %
AWM
26
AE Wealth Management
Kansas
$10.4M -$557K -11,242 -5%
Corient Private Wealth
27
Corient Private Wealth
Florida
$10.3M +$487K +9,822 +5%
BCA
28
Bray Capital Advisors
Florida
$10.2M -$4.96K -100 -0%
FWM
29
Fonville Wealth Management
Virginia
$9.99M +$1.52M +30,694 +18%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$9.19M +$8.64M +174,333 +1,578%
HWM
31
HB Wealth Management
Georgia
$8.5M +$1.06M +21,476 +14%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$8.11M +$1.73M +34,977 +27%
Osaic Holdings
33
Osaic Holdings
Arizona
$8.11M -$2.17M -43,696 -21%
CAN
34
Cetera Advisor Networks
California
$8.1M +$467K +9,416 +6%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$7.84M -$133K -2,687 -2%
NL
36
NVWM LLC
Pennsylvania
$7.65M -$388K -7,827 -5%
WFA
37
Websterrogers Financial Advisors
South Carolina
$7.56M +$417K +8,412 +6%
SCA
38
Scott Capital Advisors
Oregon
$7.39M -$33.9K -687 -0.5%
William Blair & Company
39
William Blair & Company
Illinois
$6.97M -$623K -12,575 -8%
MFG
40
Monumental Financial Group
Maryland
$6.91M +$546K +11,011 +9%
LBC
41
Lowe Brockenbrough & Co
Virginia
$6.82M +$468K +9,444 +7%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$6.74M -$598K -12,068 -8%
EA
43
Eclectic Associates
California
$6.65M -$610K -12,303 -8%
PHWM
44
Pine Harbor Wealth Management
Maryland
$6.06M +$1.5M +30,190 +33%
KCM
45
Kathmere Capital Management
Pennsylvania
$6M -$294K -5,939 -5%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$5.59M +$1.85M +37,412 +50%
SPIA
47
Steward Partners Investment Advisory
New York
$5.57M +$23.6K +477 +0.4%
RWA
48
Roberts Wealth Advisors
California
$5.53M +$2.42M +49,102 +78%
Citadel Advisors
49
Citadel Advisors
Florida
$5.29M +$5.29M +106,800 New
AFS
50
Annapolis Financial Services
Maryland
$5.28M -$232K -4,688 -4%
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