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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 %
RBC
101
Roble Belko & Company
Pennsylvania
$2.05M +$34K +687 +2%
NCM
102
New Capital Management
Texas
$2.04M +$19.3K +389 +1%
CFGF
103
Compass Financial Group (Florida)
Florida
$1.99M +$1.29K +26 +0.1%
CCG
104
Chatham Capital Group
Georgia
$1.87M -$77.8K -1,570 -4%
USCWA
105
U.S. Capital Wealth Advisors
Texas
$1.82M +$54.1K +1,092 +3%
CFA
106
Cahill Financial Advisors
Minnesota
$1.81M -$50 -1 -0%
CTC
107
Central Trust Company
Missouri
$1.55M +$1.24M +25,038 +397%
AL
108
Aspiriant LLC
California
$1.5M -$237K -4,775 -14%
NWM
109
Northwest Wealth Management
Iowa
$1.48M -$63.5K -1,281 -4%
RCG
110
Regatta Capital Group
California
$1.48M -$5.99M -120,945 -80%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$1.47M -$922K -18,614 -38%
CSPIA
112
Cary Street Partners Investment Advisory
Virginia
$1.47M +$1.47M +29,691 New
AC
113
Anson Capital
Georgia
$1.47M +$573K +11,558 +64%
CFA
114
CWS Financial Advisors
Michigan
$1.43M -$1.49K -30 -0.1%
VFP
115
Verus Financial Partners
Virginia
$1.41M -$23.1K -467 -2%
BA
116
Ballew Advisors
Mississippi
$1.41M +$28.6K +580 +2%
BCA
117
Ballentine Capital Advisors
South Carolina
$1.4M -$79.7K -1,616 -5%
PGFC
118
Peapack-Gladstone Financial Corp
New Jersey
$1.35M -$213K -4,300 -14%
BFIM
119
Beese Fulmer Investment Management
Ohio
$1.33M – – –
AC
120
Applied Capital
Arkansas
$1.33M -$485K -9,785 -27%
OIA
121
OneDigital Investment Advisors
Kansas
$1.3M +$311K +6,281 +31%
AWS
122
Atria Wealth Solutions
New York
$1.3M +$255K +5,140 +24%
WCWM
123
Willow Creek Wealth Management
California
$1.29M +$15K +302 +1%
TWM
124
TriaGen Wealth Management
California
$1.22M -$4.96K -100 -0.4%
DWT
125
Dorsey & Whitney Trust
South Dakota
$1.2M – – –
3 4
5
6 7