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Vanguard Ultra-Short Bond ETF

313 hedge funds and large institutions have $2.37B invested in Vanguard Ultra-Short Bond ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+15
Holders Change %
+5.03%
% of All Funds
4.17%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.33%
New
45
Increased
113
Reduced
106
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$3.45M -$45.2K -911 -1%
AWM
77
Aberdeen Wealth Management
Illinois
$3.43M +$3.43M +69,068 New
PHAM
78
Palisades Hudson Asset Management
Florida
$3.28M -$115K -2,327 -3%
AWE
79
Avidian Wealth Enterprises
Texas
$3.27M +$1.48M +29,827 +83%
MWM
80
MorganRosel Wealth Management
Colorado
$3.24M +$52.6K +1,061 +2%
CSP
81
Cary Street Partners
Virginia
$3.21M +$3.21M +64,592 New
Creative Planning
82
Creative Planning
Kansas
$3.15M +$134K +2,701 +4%
TC
83
TAGStone Capital
North Carolina
$3.14M -$140K -2,829 -4%
CPIG
84
Chicago Partners Investment Group
Illinois
$3.01M -$13.3K -268 -0.4%
CTA
85
Chesley Taft & Associates
Illinois
$2.94M +$117K +2,357 +4%
SRC
86
Sage Rhino Capital
California
$2.89M -$91.5K -1,843 -3%
TCM
87
TD Capital Management
Tennessee
$2.83M +$173K +3,484 +7%
MPIA
88
Mountain Pacific Investment Advisers
Idaho
$2.76M -$293K -5,900 -10%
EFP
89
Elser Financial Planning
Indiana
$2.73M +$2.73M +55,033 New
EA
90
Enclave Advisors
Texas
$2.63M -$823K -16,582 -24%
TYCC
91
Texas Yale Capital Corp
Florida
$2.53M -$9.92K -200 -0.4%
USCWA
92
U.S. Capital Wealth Advisors
Texas
$2.52M +$633K +12,759 +34%
BB
93
Busey Bank
Illinois
$2.5M
AWS
94
Atria Wealth Solutions
New York
$2.46M +$109K +2,188 +5%
VA
95
Valmark Advisers
Ohio
$2.44M -$184K -3,702 -7%
SIS
96
Strategic Investment Solutions
Illinois
$2.39M -$212K -3,909 -8%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$2.29M +$580K +11,689 +34%
CFA
98
CWS Financial Advisors
Michigan
$2.28M +$147K +2,954 +7%
EIC
99
Equity Investment Corp
Georgia
$2.26M -$246K -4,951 -10%
EP
100
Essential Planning
New Hampshire
$2.17M +$2.17M +43,681 New