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Vanguard Ultra-Short Bond ETF
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Overview Fund Activity

295 hedge funds and large institutions have $2.27B invested in Vanguard Ultra-Short Bond ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 110 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.29%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
30
Increased
103
Reduced
110
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Axiom Advisory
California
$132M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$858M
3
AIA
3
Acute Investment Advisory
Arizona
$27.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.2M
5
FTUS
5
Flow Traders U.S.
New York
$25.1M

Top Sellers

1
WBG
1
Wharton Business Group
Pennsylvania
$72.3M
2
MFA
2
McClarren Financial Advisors
Pennsylvania
$6.48M
3
MFG
3
Monumental Financial Group
Maryland
$233K
4
AT
4
American Trust
Kentucky
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
126
Applied Capital
Arkansas
$1.35M +$27.9K +563 +2%
CFA
127
Camarda Financial Advisors
Florida
$1.33M +$1.33M +26,934 New
BFIM
128
Beese Fulmer Investment Management
Ohio
$1.33M – – –
RCG
129
Regatta Capital Group
California
$1.3M -$184K -3,715 -12%
BA
130
Ballew Advisors
Mississippi
$1.28M -$134K -2,697 -9%
BCA
131
Ballentine Capital Advisors
South Carolina
$1.27M -$134K -2,704 -10%
CCA
132
Clearwater Capital Advisors
Illinois
$1.2M +$862K +17,400 +253%
DWT
133
Dorsey & Whitney Trust
South Dakota
$1.2M – – –
WMG
134
WESCAP Management Group
California
$1.2M +$150K +3,032 +14%
LGA
135
Lebenthal Global Advisors
New York
$1.19M +$12.9K +261 +1%
MWA
136
Mills Wealth Advisors
Texas
$1.17M -$1.72M -34,700 -59%
PGFC
137
Peapack-Gladstone Financial Corp
New Jersey
$1.17M -$173K -3,500 -13%
QWM
138
Quadcap Wealth Management
Texas
$1.16M +$237K +4,784 +26%
WIM
139
Warwick Investment Management
Texas
$1.16M +$603K +12,168 +109%
CS
140
Capital Square
Tennessee
$1.15M -$13.8K -279 -1%
MCM
141
Manchester Capital Management
Vermont
$1.13M – – –
TWM
142
TriaGen Wealth Management
California
$1.13M -$91.8K -1,853 -8%
WCWM
143
Willow Creek Wealth Management
California
$1.09M -$200K -4,045 -16%
CFS
144
CGC Financial Services
Oregon
$995K +$58.9K +1,189 +6%
WA
145
WBH Advisory
Maryland
$985K -$115K -2,332 -10%
MWM
146
Modera Wealth Management
New Jersey
$959K +$9.9K +200 +1%
GSAM
147
Grant Street Asset Management
Pennsylvania
$954K -$214K -4,316 -18%
KFC
148
Klingenstein Fields & Co
New York
$952K – – –
GIA
149
Gladstone Institutional Advisory
Florida
$920K -$6.49K -131 -0.7%
TIAA Trust, National Association
150
TIAA Trust, National Association
North Carolina
$915K – – –
4 5
6
7 8