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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 %
WIM
126
Warwick Investment Management
Texas
$1.36M +$200K +3,995 +17%
VFP
127
Verus Financial Partners
Virginia
$1.33M -$52.8K -1,062 -4%
CCA
128
Clearwater Capital Advisors
Illinois
$1.33M +$116K +2,321 +10%
RCG
129
Regatta Capital Group
California
$1.31M +$6.74K +135 +0.5%
BA
130
Ballew Advisors
Mississippi
$1.31M +$21.1K +424 +2%
BFIM
131
Beese Fulmer Investment Management
Ohio
$1.28M -$61.2K -1,225 -5%
BAM
132
Belpointe Asset Management
Nevada
$1.28M -$1.29M -25,907 -50%
CGL
133
Clarius Group LLC
Washington
$1.27M +$370K +7,437 +41%
LFP
134
Leeward Financial Partners
Washington
$1.25M -$269K -5,392 -18%
Jane Street
135
Jane Street
New York
$1.22M +$1.22M +24,359 New
LGA
136
Lebenthal Global Advisors
New York
$1.21M +$16.6K +332 +1%
DWT
137
Dorsey & Whitney Trust
South Dakota
$1.21M
PD
138
Planning Directions
Pennsylvania
$1.19M -$949K -19,001 -44%
MWA
139
Mills Wealth Advisors
Texas
$1.16M -$23.3K -467 -2%
CS
140
Capital Square
Tennessee
$1.16M -$2.8K -56 -0.2%
MCM
141
Manchester Capital Management
Vermont
$1.14M
OWA
142
Outlook Wealth Advisors
Texas
$1.09M +$1.09M +21,866 New
TWM
143
TriaGen Wealth Management
California
$1.08M -$59.8K -1,197 -5%
WMG
144
WESCAP Management Group
California
$1.03M -$179K -3,594 -15%
KFC
145
Klingenstein Fields & Co
New York
$1.03M +$65.2K +1,306 +7%
LWCFA
146
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.02M +$250K +5,025 +33%
BCA
147
Ballentine Capital Advisors
South Carolina
$983K -$301K -6,035 -23%
CFS
148
CGC Financial Services
Oregon
$966K -$37.9K -758 -4%
BCWM
149
Bartlett & Co Wealth Management
Ohio
$943K +$74.9K +1,500 +9%
MWM
150
Modera Wealth Management
New Jersey
$940K -$26.8K -536 -3%