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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 %
CPIG
51
Chicago Partners Investment Group
Illinois
$5.17M +$45.5K +920 +0.9%
NCM
52
Northwest Capital Management
Oregon
$5.15M – – –
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$5.15M +$50 +1 +0%
ZA
54
Zazove Associates
Nevada
$4.96M – – –
MFA
55
McClarren Financial Advisors
Pennsylvania
$4.91M +$980K +19,778 +25%
AT
56
American Trust
Kentucky
$4.75M -$34.1M -69,000 -88%
OMC
57
Old Mission Capital
Illinois
$4.6M +$4.6M +92,898 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$4.33M -$55K -1,110 -1%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$4.21M -$4.32M -87,270 -51%
FFN
60
Focus Financial Network
Minnesota
$4.16M -$2.04M -41,369 -33%
MML Investors Services
61
MML Investors Services
Massachusetts
$4.08M -$380K -7,667 -9%
Mariner
62
Mariner
Kansas
$4.06M -$846K -17,083 -17%
AR
63
Advisory Research
Illinois
$4.04M -$300K -6,060 -7%
AWM
64
Aberdeen Wealth Management
Illinois
$3.96M +$39.6K +799 +1%
SIC
65
Salem Investment Counselors
North Carolina
$3.95M +$112K +2,260 +3%
SRC
66
Sage Rhino Capital
California
$3.91M +$104K +2,106 +3%
Creative Planning
67
Creative Planning
Kansas
$3.79M -$867K -17,492 -19%
SAM
68
SP Asset Management
California
$3.77M -$1.68M -33,899 -31%
MPIA
69
Mountain Pacific Investment Advisers
Idaho
$3.77M -$176K -3,556 -4%
FTUS
70
Flow Traders U.S.
New York
$3.73M +$3.14M +63,296 +530%
PCIG
71
Partners Capital Investment Group
Massachusetts
$3.71M +$2.7M +54,490 +268%
SWMG
72
Signature Wealth Management Group
Georgia
$3.55M +$355K +7,181 +11%
TA
73
TruWealth Advisors
Louisiana
$3.45M +$983K +19,841 +40%
IWC
74
Integrated Wealth Concepts
Massachusetts
$3.44M +$2.32M +46,777 +207%
TC
75
TAGStone Capital
North Carolina
$3.4M -$25.8K -521 -0.8%
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