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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 %
BAM
126
Belpointe Asset Management
Nevada
$1.52M +$249K +4,998 +20%
CFA
127
Camarda Financial Advisors
Florida
$1.51M +$103K +2,067 +7%
CGL
128
Clarius Group LLC
Washington
$1.49M +$227K +4,580 +18%
CFA
129
Cahill Financial Advisors
Minnesota
$1.46M -$294K -5,932 -17%
AC
130
Applied Capital
Arkansas
$1.4M -$288K -5,803 -17%
VFP
131
Verus Financial Partners
Virginia
$1.39M +$66.7K +1,344 +5%
WCWM
132
Willow Creek Wealth Management
California
$1.35M -$74.7K -1,505 -5%
Jane Street
133
Jane Street
New York
$1.34M +$133K +2,687 +11%
BA
134
Ballew Advisors
Mississippi
$1.31M +$3.58K +72 +0.3%
BFIM
135
Beese Fulmer Investment Management
Ohio
$1.27M
IWC
136
Infinity Wealth Counsel
Ohio
$1.27M +$1.27M +25,506 New
WIM
137
WealthPlan Investment Management
Nebraska
$1.25M +$1.25M +25,183 New
IFO
138
Intrepid Family Office
Florida
$1.24M +$1.24M +25,000 New
LSL
139
Legacy Solutions LLC
Pennsylvania
$1.2M +$1.2M +24,283 New
DWT
140
Dorsey & Whitney Trust
South Dakota
$1.2M
EWA
141
EverSource Wealth Advisors
Alabama
$1.2M +$1.2M +24,172 New
LGA
142
Lebenthal Global Advisors
New York
$1.18M -$21.3K -430 -2%
Morgan Stanley
143
Morgan Stanley
New York
$1.17M -$2.18M -44,003 -65%
LWCFA
144
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.17M +$150K +3,020 +15%
WJA
145
Willis Johnson & Associates
Texas
$1.16M -$570K -11,486 -33%
CS
146
Capital Square
Tennessee
$1.15M -$896 -18 -0.1%
MCM
147
Manchester Capital Management
Vermont
$1.13M
HIMS
148
Hager Investment Management Services
New Hampshire
$1.12M +$1.12M +22,495 New
OWA
149
Outlook Wealth Advisors
Texas
$1.09M +$3.77K +76 +0.3%
AAS
150
Ameritas Advisory Services
Nebraska
$1.08M -$2.85M -57,348 -72%