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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 %
AAS
76
Ameritas Advisory Services
Nebraska
$3.37M +$1.19M +24,056 +55%
MFIM
77
Mesirow Financial Investment Management
Illinois
$3.29M +$35.3K +712 +1%
TCM
78
TD Capital Management
Tennessee
$3.24M -$124K -2,509 -4%
CISOA
79
Capital Investment Services of America
Wisconsin
$3.11M -$17.3K -350 -0.6%
PHAM
80
Palisades Hudson Asset Management
Florida
$3.07M +$86.6K +1,747 +3%
PWA
81
Prairie Wealth Advisors
Nebraska
$3.04M +$3.04M +61,385 New
MWM
82
MorganRosel Wealth Management
Colorado
$3M +$952K +19,206 +47%
KDA
83
Kraft Davis & Associates
Missouri
$2.91M -$250K -5,065 -8%
MWA
84
Mills Wealth Advisors
Texas
$2.9M -$2.34M -47,136 -45%
NGA
85
Naples Global Advisors
Florida
$2.88M -$759K -15,325 -21%
VA
86
Valmark Advisers
Ohio
$2.85M -$30.2K -610 -1%
TYCC
87
Texas Yale Capital Corp
Florida
$2.83M – – –
BFG
88
Bouchey Financial Group
New York
$2.81M -$767K -15,487 -21%
ACM
89
ADAR1 Capital Management
Texas
$2.74M +$248K +5,000 +10%
KP
90
Kitching Partners
Pennsylvania
$2.7M +$16.9K +342 +0.6%
EIC
91
Equity Investment Corp
Georgia
$2.67M +$429K +8,661 +19%
AA
92
Axiom Advisory
California
$2.57M +$86.7K +1,750 +3%
HIA
93
HTG Investment Advisors
Connecticut
$2.52M +$72.3K +1,459 +3%
BB
94
Busey Bank
Illinois
$2.49M +$2.49M +50,353 New
JGCM
95
Joseph Group Capital Management
Ohio
$2.49M +$262K +5,291 +12%
AWE
96
Avidian Wealth Enterprises
Texas
$2.47M +$103K +2,079 +4%
CTA
97
Chesley Taft & Associates
Illinois
$2.31M +$98.8K +1,993 +4%
PD
98
Planning Directions
Pennsylvania
$2.31M -$224K -4,516 -9%
MCM
99
MontVue Capital Management
Virginia
$2.15M -$110K -2,215 -5%
HAS
100
HBW Advisory Services
California
$2.14M – – –
2 3
4
5 6