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Vanguard Ultra-Short Bond ETF

298 hedge funds and large institutions have $2.33B invested in Vanguard Ultra-Short Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
4.31%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
25
Increased
108
Reduced
116
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
101
CWS Financial Advisors
Michigan
$2.15M +$786K +15,733 +58%
PCIG
102
Partners Capital Investment Group
Massachusetts
$2.04M -$483K -9,673 -19%
CFGF
103
Compass Financial Group (Florida)
Florida
$2.03M +$44.5K +891 +2%
RBC
104
Roble Belko & Company
Pennsylvania
$2M -$69.5K -1,392 -3%
NCM
105
New Capital Management
Texas
$1.99M -$26.8K -537 -1%
MCM
106
MontVue Capital Management
Virginia
$1.95M -$101K -2,031 -5%
TFP
107
TrueWealth Financial Partners
Washington
$1.93M
USCWA
108
U.S. Capital Wealth Advisors
Texas
$1.9M -$16.5K -330 -0.9%
NGA
109
Naples Global Advisors
Florida
$1.86M -$327K -6,550 -15%
HAS
110
HBW Advisory Services
California
$1.85M -$29.2K -585 -2%
CCG
111
Chatham Capital Group
Georgia
$1.8M -$40K -800 -2%
AWE
112
Avidian Wealth Enterprises
Texas
$1.8M -$1.4M -28,022 -44%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$1.78M -$3.69M -73,978 -68%
CFA
114
Cahill Financial Advisors
Minnesota
$1.77M -$55.3K -1,108 -3%
AL
115
Aspiriant LLC
California
$1.75M +$91.9K +1,840 +6%
WJA
116
Willis Johnson & Associates
Texas
$1.74M +$1.01M +20,173 +138%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$1.72M -$167K -3,346 -9%
HWM
118
HB Wealth Management
Georgia
$1.71M -$4.21M -84,292 -71%
AC
119
Applied Capital
Arkansas
$1.69M +$331K +6,620 +24%
SA
120
Sanctuary Advisors
Indiana
$1.64M -$50.5K -1,015 -3%
WCWM
121
Willow Creek Wealth Management
California
$1.43M +$336K +6,724 +31%
FGA
122
Fortis Group Advisors
New Jersey
$1.41M +$49K +981 +4%
CFA
123
Camarda Financial Advisors
Florida
$1.41M +$69.5K +1,391 +5%
NWM
124
Northwest Wealth Management
Iowa
$1.4M -$87K -1,742 -6%
FPAS
125
Focus Partners Advisor Solutions
Missouri
$1.4M +$1.4M +28,089 New