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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 %
Osaic Holdings
51
Osaic Holdings
Arizona
$5.54M -$2.56M -51,777 -32%
SPIA
52
Steward Partners Investment Advisory
New York
$5.49M -$84.6K -1,709 -2%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$5.42M +$4.28M +86,414 +374%
TA
54
TruWealth Advisors
Louisiana
$5.4M +$1.96M +39,535 +57%
CPIG
55
Chicago Partners Investment Group
Illinois
$5.36M +$162K +3,258 +3%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$5.15M +$50 +1 +0%
NCM
57
Northwest Capital Management
Oregon
$5.15M -$4.51K -91 -0.1%
AC
58
Apella Capital
Connecticut
$5.13M +$4.17M +84,344 +434%
AFS
59
Annapolis Financial Services
Maryland
$5.02M -$260K -5,243 -5%
ZA
60
Zazove Associates
Nevada
$4.95M
AC
61
Anson Capital
Georgia
$4.87M +$3.4M +68,614 +232%
AR
62
Advisory Research
Illinois
$4.79M +$752K +15,180 +19%
KCM
63
Kathmere Capital Management
Pennsylvania
$4.53M -$1.47M -29,681 -25%
FFN
64
Focus Financial Network
Minnesota
$4.23M +$51.5K +1,040 +1%
Citadel Advisors
65
Citadel Advisors
Florida
$3.97M -$1.32M -26,691 -25%
TAM
66
Titleist Asset Management
Texas
$3.94M +$3.56M +71,948 +953%
MML Investors Services
67
MML Investors Services
Massachusetts
$3.83M -$251K -5,069 -6%
SAM
68
SP Asset Management
California
$3.82M +$50.8K +1,026 +1%
SIC
69
Salem Investment Counselors
North Carolina
$3.8M -$148K -2,990 -4%
AAS
70
Ameritas Advisory Services
Nebraska
$3.79M +$426K +8,612 +13%
Mariner
71
Mariner
Kansas
$3.71M -$350K -7,072 -9%
SWMG
72
Signature Wealth Management Group
Georgia
$3.57M +$9.46K +191 +0.3%
IWC
73
Integrated Wealth Concepts
Massachusetts
$3.43M -$1.24K -25 -0%
MPIA
74
Mountain Pacific Investment Advisers
Idaho
$3.42M -$349K -7,054 -9%
OIA
75
OneDigital Investment Advisors
Kansas
$3.35M +$2.04M +41,267 +157%