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Vanguard Ultra-Short Bond ETF

273 hedge funds and large institutions have $1.4B invested in Vanguard Ultra-Short Bond ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 102 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+4
Holders Change %
+1.49%
% of All Funds
4.37%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.42%
New
31
Increased
102
Reduced
102
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
151
Kestra Advisory Services
Texas
$809K -$8.49M -172,332 -91%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$791K -$127K -2,581 -14%
LAM
153
Lakewood Asset Management
Illinois
$785K -$8.72K -177 -1%
BSW
154
Buckingham Strategic Wealth
Missouri
$778K
MWM
155
Mascoma Wealth Management
New Hampshire
$778K -$148K -2,995 -16%
GGS
156
Galvin Gaustad & Stein
Arizona
$777K -$213K -4,331 -22%
CFGSD
157
Compass Financial Group (South Dakota)
South Dakota
$772K +$42.4K +861 +6%
CCG
158
Chatham Capital Group
Georgia
$772K
MOS
159
MGO One Seven
Ohio
$769K -$74.7K -1,517 -9%
RWM
160
Ruedi Wealth Management
Illinois
$760K +$456K +9,269 +150%
ZF
161
Zhang Financial
Michigan
$748K -$1.07M -21,630 -59%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$742K +$66.3K +1,346 +10%
FCA
163
Fortis Capital Advisors
Kansas
$734K -$187K -3,791 -20%
KP
164
Keel Point
Alabama
$726K +$1.72K +35 +0.2%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$722K +$139K +2,825 +24%
WCWM
166
Willow Creek Wealth Management
California
$674K +$89.7K +1,821 +15%
FIA
167
Foundations Investment Advisors
Arizona
$656K +$656K +13,317 New
CJFS
168
Coulter & Justus Financial Services
Tennessee
$643K -$2.19M -44,411 -77%
MA
169
Mutual Advisors
Nebraska
$621K +$63.5K +1,289 +11%
PWPS
170
Pinnacle Wealth Planning Services
Ohio
$612K +$612K +12,430 New
AWE
171
Avidian Wealth Enterprises
Texas
$593K +$351K +7,120 +145%
LA
172
Latitude Advisors
Florida
$571K +$55.6K +1,129 +11%
OIA
173
OneDigital Investment Advisors
Kansas
$567K -$344K -6,994 -38%
BCM
174
Birch Capital Management
Texas
$559K +$21.2K +430 +4%
EBA
175
Eagle Bay Advisors
New York
$548K +$336K +6,824 +158%