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Vanguard Ultra-Short Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
AA
1
Axiom Advisory
California
$132M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$858M
3
AIA
3
Acute Investment Advisory
Arizona
$27.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.2M
5
FTUS
5
Flow Traders U.S.
New York
$25.1M

Top Sellers

1
WBG
1
Wharton Business Group
Pennsylvania
$72.3M
2
MFA
2
McClarren Financial Advisors
Pennsylvania
$6.48M
3
MFG
3
Monumental Financial Group
Maryland
$233K
4
AT
4
American Trust
Kentucky
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
76
TAGStone Capital
North Carolina
$3.34M -$66.4K -1,341 -2%
Creative Planning
77
Creative Planning
Kansas
$3.27M -$518K -10,454 -14%
AWE
78
Avidian Wealth Enterprises
Texas
$3.18M +$706K +14,262 +29%
SRC
79
Sage Rhino Capital
California
$3.13M -$769K -15,532 -20%
MWM
80
MorganRosel Wealth Management
Colorado
$3.08M +$85.1K +1,719 +3%
PHAM
81
Palisades Hudson Asset Management
Florida
$3.07M +$1.83K +37 +0.1%
EFP
82
Elser Financial Planning
Indiana
$3.02M +$3.02M +61,073 New
TCM
83
TD Capital Management
Tennessee
$2.95M -$285K -5,749 -9%
HIA
84
HTG Investment Advisors
Connecticut
$2.94M +$421K +8,505 +17%
KP
85
Kitching Partners
Pennsylvania
$2.9M +$198K +4,005 +7%
CISOA
86
Capital Investment Services of America
Wisconsin
$2.9M -$208K -4,205 -7%
TYCC
87
Texas Yale Capital Corp
Florida
$2.83M – – –
BCM
88
Brookstone Capital Management
Illinois
$2.81M +$2.43M +49,130 +652%
VA
89
Valmark Advisers
Ohio
$2.81M -$46.8K -946 -2%
ACM
90
ADAR1 Capital Management
Texas
$2.73M – – –
KDA
91
Kraft Davis & Associates
Missouri
$2.73M -$193K -3,894 -7%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$2.69M +$1.22M +24,594 +83%
BFG
93
Bouchey Financial Group
New York
$2.62M -$182K -3,679 -6%
JGCM
94
Joseph Group Capital Management
Ohio
$2.6M +$114K +2,297 +5%
EIC
95
Equity Investment Corp
Georgia
$2.57M -$101K -2,037 -4%
BAM
96
Belpointe Asset Management
Nevada
$2.55M +$1.48M +29,789 +137%
PCIG
97
Partners Capital Investment Group
Massachusetts
$2.5M -$1.2M -24,301 -32%
BB
98
Busey Bank
Illinois
$2.49M – – –
KAS
99
Kestra Advisory Services
Texas
$2.49M +$1.31M +26,426 +111%
SIS
100
Strategic Investment Solutions
Illinois
$2.47M +$2.47M +49,761 New
2 3
4
5 6