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Vanguard Ultra-Short Bond ETF

385 hedge funds and large institutions have $3.13B invested in Vanguard Ultra-Short Bond ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 160 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 28

48% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 108

8% more capital invested

Capital invested by funds: $2.89B → $3.13B (+$231M)

8% more funds holding

Funds holding: 358385 (+27)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.33% more ownership

Funds ownership: 54.58%54.91% (+0.33%)

Holders
385
Holders Change
+27
Holders Change %
+7.54%
% of All Funds
5.05%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.38%
New
55
Increased
160
Reduced
108
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
101
Betterment LLC
New York
$3.19M -$2.31M -46,275 -42%
USCWA
102
U.S. Capital Wealth Advisors
Texas
$3.14M +$474K +9,511 +18%
CTA
103
Chesley Taft & Associates
Illinois
$3.13M +$152K +3,043 +5%
AC
104
AlphaCore Capital
California
$3M
CSP
105
Cary Street Partners
Virginia
$2.95M -$225K -4,525 -7%
PC
106
Payne Capital
Oregon
$2.94M +$2.94M +58,900 New
WIM
107
Warwick Investment Management
Texas
$2.89M +$375K +7,532 +15%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$2.82M +$2.36M +47,398 +527%
LGA
109
Lebenthal Global Advisors
New York
$2.8M -$31.2K -627 -1%
AWE
110
Avidian Wealth Enterprises
Texas
$2.78M +$434K +8,701 +19%
TCM
111
TD Capital Management
Tennessee
$2.77M +$337K +6,760 +14%
VA
112
Valmark Advisers
Ohio
$2.74M +$164K +3,292 +6%
EF
113
Empowered Funds
Pennsylvania
$2.48M +$2.48M +49,741 New
WIA
114
World Investment Advisors
California
$2.43M -$135K -2,704 -5%
EIC
115
Equity Investment Corp
Georgia
$2.31M +$30.6K +615 +1%
MPIA
116
Mountain Pacific Investment Advisers
Idaho
$2.29M -$404K -8,103 -15%
AR
117
Advisory Research
Illinois
$2.27M +$1.2M +24,132 +114%
CCG
118
Chatham Capital Group
Georgia
$2.23M +$84.7K +1,700 +4%
CFA
119
CWS Financial Advisors
Michigan
$2.2M +$64.3K +1,291 +3%
GWMR
120
GC Wealth Management RIA
Massachusetts
$2.2M -$44.1K -885 -2%
GM
121
GeoWealth Management
Illinois
$2.2M -$44.1K -885 -2%
HAS
122
HBW Advisory Services
California
$2.16M +$94.9K +1,904 +5%
SRC
123
Sage Rhino Capital
California
$2.15M -$88.8K -1,782 -4%
BFO
124
Boston Family Office
Massachusetts
$2.12M +$218K +4,367 +11%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$2.12M -$564K -11,322 -21%