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Vanguard Ultra-Short Bond ETF

295 hedge funds and large institutions have $2.27B invested in Vanguard Ultra-Short Bond ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 110 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.29%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
30
Increased
103
Reduced
110
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$13.7M +$719K +14,528 +6%
FWM
27
Fonville Wealth Management
Virginia
$13.1M +$3.13M +63,149 +31%
FMP
28
Financial Management Professionals
Texas
$12.1M +$716K +14,463 +6%
CFC
29
Coyle Financial Counsel
Illinois
$11.2M
Corient Private Wealth
30
Corient Private Wealth
Florida
$11.1M +$794K +16,039 +8%
SW
31
Schulz Wealth
Texas
$11M -$218K -4,396 -2%
BCA
32
Bray Capital Advisors
Florida
$9.93M -$297K -6,000 -3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$9.04M -$143K -2,897 -2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$8.97M -$4.24M -85,550 -32%
LBC
35
Lowe Brockenbrough & Co
Virginia
$8.64M +$1.83M +36,945 +27%
RWA
36
Roberts Wealth Advisors
California
$8.49M +$2.95M +59,741 +53%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$8.24M +$130K +2,633 +2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$8.18M +$347K +7,004 +4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$8.14M +$1.4M +28,319 +21%
AWM
40
AE Wealth Management
Kansas
$8.04M -$2.36M -47,687 -23%
SCA
41
Scott Capital Advisors
Oregon
$7.56M +$163K +3,294 +2%
NL
42
NVWM LLC
Pennsylvania
$7.53M -$112K -2,266 -1%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$7.36M +$3.04M +61,297 +70%
William Blair & Company
44
William Blair & Company
Illinois
$7.12M +$153K +3,092 +2%
WFA
45
Websterrogers Financial Advisors
South Carolina
$7.1M -$450K -9,082 -6%
EA
46
Eclectic Associates
California
$6.53M -$115K -2,324 -2%
MFA
47
McClarren Financial Advisors
Pennsylvania
$6.48M -$87.8M -92,292 -93%
PHWM
48
Pine Harbor Wealth Management
Maryland
$6M -$54K -1,091 -0.9%
HWM
49
HB Wealth Management
Georgia
$5.87M -$2.63M -53,035 -31%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$5.56M -$32.7K -661 -0.6%