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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 %
TWCA
101
Two West Capital Advisors
Kansas
$2.08M -$204K -4,109 -9%
PCIG
102
Partners Capital Investment Group
Massachusetts
$2.03M
CFGF
103
Compass Financial Group (Florida)
Florida
$2.01M -$13.7K -277 -0.7%
HWM
104
HB Wealth Management
Georgia
$1.97M +$272K +5,472 +16%
NCM
105
New Capital Management
Texas
$1.96M -$14.4K -291 -0.7%
RBC
106
Roble Belko & Company
Pennsylvania
$1.93M -$66.4K -1,339 -3%
TFP
107
TrueWealth Financial Partners
Washington
$1.92M
HAS
108
HBW Advisory Services
California
$1.91M +$66.4K +1,338 +4%
LFP
109
Leeward Financial Partners
Washington
$1.86M +$618K +12,464 +50%
MWA
110
Mills Wealth Advisors
Texas
$1.86M +$706K +14,236 +61%
MCM
111
MontVue Capital Management
Virginia
$1.86M -$79.9K -1,611 -4%
CCG
112
Chatham Capital Group
Georgia
$1.82M +$24.8K +500 +1%
BFG
113
Bouchey Financial Group
New York
$1.81M -$425K -8,560 -19%
NGA
114
Naples Global Advisors
Florida
$1.78M -$74.4K -1,500 -4%
PMIM
115
Prudent Man Investment Management
Colorado
$1.75M +$1.75M +35,315 New
AL
116
Aspiriant LLC
California
$1.75M +$11.3K +228 +0.7%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$1.7M +$864K +17,415 +104%
BFO
118
Boston Family Office
Massachusetts
$1.69M +$1.69M +34,006 New
JGCM
119
Joseph Group Capital Management
Ohio
$1.69M -$928K -18,702 -35%
SA
120
Sanctuary Advisors
Indiana
$1.65M +$7.82K +157 +0.5%
Citadel Advisors
121
Citadel Advisors
Florida
$1.64M -$21.2M -426,688 -93%
STFP
122
Signal Tree Financial Partners
Ohio
$1.62M +$1.62M +32,592 New
CCA
123
Clearwater Capital Advisors
Illinois
$1.59M +$266K +5,361 +20%
AWM
124
Avior Wealth Management
Nebraska
$1.55M +$1.35M +27,127 +666%
WIM
125
Warwick Investment Management
Texas
$1.53M +$171K +3,452 +13%