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Vanguard Ultra-Short Bond ETF

279 hedge funds and large institutions have $1.36B invested in Vanguard Ultra-Short Bond ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 117 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
4.4%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
34
Increased
87
Reduced
117
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HC
51
Hoese & Co
Minnesota
$5.39M -$65.4K -1,330 -1%
BFA
52
BBJS Financial Advisors
Washington
$5.34M -$334K -6,787 -6%
NGA
53
Naples Global Advisors
Florida
$5.33M -$442K -8,985 -8%
MML Investors Services
54
MML Investors Services
Massachusetts
$5.23M -$1.45M -29,482 -22%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$5.16M +$5.13M +104,294 +18,492%
NCM
56
Northwest Capital Management
Oregon
$5.15M +$49 +1 +0%
CISOA
57
Capital Investment Services of America
Wisconsin
$5.07M -$1.54M -31,335 -23%
ZA
58
Zazove Associates
Nevada
$4.92M
RC
59
Roundview Capital
New Jersey
$4.7M -$1.22M -24,822 -21%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$4.69M +$3.17M +64,541 +209%
AWM
61
Aberdeen Wealth Management
Illinois
$4.46M -$86.9K -1,767 -2%
CAL
62
Capital Analysts LLC
Pennsylvania
$4.42M +$662K +13,480 +18%
FBA
63
Front Barnett Associates
Illinois
$4.32M -$335K -6,821 -7%
MPIA
64
Mountain Pacific Investment Advisers
Idaho
$4.2M -$122K -2,481 -3%
CAN
65
Cetera Advisor Networks
California
$4.06M +$145K +2,954 +4%
MFA
66
McClarren Financial Advisors
Pennsylvania
$4M +$451K +9,184 +13%
B
67
Bridgeworth
Alabama
$3.91M
CPIG
68
Chicago Partners Investment Group
Illinois
$3.81M +$1.39M +28,301 +57%
AT
69
American Trust
Kentucky
$3.71M -$299K -6,078 -7%
EIC
70
Equity Investment Corp
Georgia
$3.69M -$40.8K -830 -1%
DWT
71
Dorsey & Whitney Trust
South Dakota
$3.63M +$2.44M +49,624 +205%
SRC
72
Sage Rhino Capital
California
$3.58M +$840K +17,091 +31%
CGL
73
Clarius Group LLC
Washington
$3.56M -$18K -366 -0.5%
SIC
74
Salem Investment Counselors
North Carolina
$3.5M -$118K -2,395 -3%
SWMG
75
Signature Wealth Management Group
Georgia
$3.44M -$250K -5,083 -7%