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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
CFGF
126
Compass Financial Group (Florida)
Florida
$2.09M +$67.7K +1,358 +3%
SA
127
Sanctuary Advisors
Indiana
$2.06M +$138K +2,778 +7%
TFP
128
TrueWealth Financial Partners
Washington
$2.05M
EWM
129
Evergreen Wealth Management
Michigan
$2.03M +$2.02M +40,582 New
TWCA
130
Two West Capital Advisors
Kansas
$2.02M -$61K -1,224 -3%
PSA
131
Plum Street Advisors
Louisiana
$1.99M +$1.77M +35,587 +825%
CCA
132
Clearwater Capital Advisors
Illinois
$1.99M +$171K +3,425 +9%
SIS
133
Strategic Investment Solutions
Illinois
$1.98M -$64.1K -1,286 -3%
GFM
134
GEN Financial Management
Minnesota
$1.88M +$328K +6,586 +21%
CFA
135
Camarda Financial Advisors
Florida
$1.87M +$89.9K +1,805 +5%
WWA
136
Wingate Wealth Advisors
Massachusetts
$1.86M +$240K +4,825 +15%
LAM
137
Lakewood Asset Management
Illinois
$1.84M +$470K +9,439 +34%
FHA
138
Flagship Harbor Advisors
Massachusetts
$1.8M -$254K -5,095 -12%
STFP
139
Signal Tree Financial Partners
Ohio
$1.8M -$22.1K -443 -1%
PMIM
140
Prudent Man Investment Management
Colorado
$1.75M
MCM
141
MontVue Capital Management
Virginia
$1.75M +$15.1K +304 +0.9%
DWP
142
Daymark Wealth Partners
Ohio
$1.74M +$1.73M +34,720 New
RFP
143
Root Financial Partners
California
$1.63M +$628K +12,595 +63%
OC
144
Oppenheimer & Co
New York
$1.63M +$1.16M +23,269 +250%
AC
145
Applied Capital
Arkansas
$1.62M +$9.02K +181 +0.6%
LSL
146
Legacy Solutions LLC
Pennsylvania
$1.58M +$74K +1,486 +5%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$1.56M -$3.05M -61,242 -66%
AWM
148
Avior Wealth Management
Nebraska
$1.55M +$35.9K +720 +2%
MSF
149
Mustard Seed Financial
Arkansas
$1.54M +$1.53M +30,765 New
CPA
150
Cardiff Park Advisors
California
$1.53M +$36.1K +724 +2%