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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 %
KAS
126
Kestra Advisory Services
Texas
$1.18M +$281K +5,676 +31%
LGA
127
Lebenthal Global Advisors
New York
$1.17M +$3.32K +67 +0.3%
GSAM
128
Grant Street Asset Management
Pennsylvania
$1.17M -$36.5M -737,039 -97%
CS
129
Capital Square
Tennessee
$1.17M +$1.17M +23,554 New
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$1.15M +$1.15M +23,130 New
LFP
131
Leeward Financial Partners
Washington
$1.14M -$1.05M -21,140 -48%
MCM
132
Manchester Capital Management
Vermont
$1.13M -$74K -1,494 -6%
SCM
133
SOL Capital Management
Maryland
$1.11M +$150K +3,025 +16%
WA
134
WBH Advisory
Maryland
$1.1M -$24.8K -500 -2%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$1.09M -$61K -1,231 -5%
RRCM
136
Rappaport Reiches Capital Management
Illinois
$1.09M +$892 +18 +0.1%
BAM
137
Belpointe Asset Management
Nevada
$1.07M -$375K -7,566 -26%
NC
138
Napatree Capital
Rhode Island
$1.07M -$9.99K -202 -0.9%
CA
139
Cetera Advisors
Colorado
$1.05M +$381K +7,698 +57%
WMG
140
WESCAP Management Group
California
$1.05M +$28K +565 +3%
CTFG
141
Capstone Triton Financial Group
Oklahoma
$1.02M – – –
WJA
142
Willis Johnson & Associates
Texas
$997K -$1.32M -26,547 -57%
AC
143
Apella Capital
Connecticut
$961K -$120K -2,426 -11%
FGA
144
Fortis Group Advisors
New Jersey
$959K +$959K +19,353 New
KFC
145
Klingenstein Fields & Co
New York
$953K – – –
MWM
146
Modera Wealth Management
New Jersey
$949K -$203K -4,098 -18%
CFS
147
CGC Financial Services
Oregon
$937K -$28.9K -584 -3%
GIA
148
Gladstone Institutional Advisory
Florida
$927K – – –
QWM
149
Quadcap Wealth Management
Texas
$921K +$718K +14,482 +353%
TIAA Trust, National Association
150
TIAA Trust, National Association
North Carolina
$915K – – –
4 5
6
7 8