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Vanguard Ultra-Short Bond ETF
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Overview Fund Activity

296 hedge funds and large institutions have $2.12B invested in Vanguard Ultra-Short Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+5
Holders Change %
+1.72%
% of All Funds
4.29%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
34
Increased
107
Reduced
106
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$24.3M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$14.7M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$9.19M
4
Wells Fargo
4
Wells Fargo
California
$60.6M
5
WBG
5
Wharton Business Group
Pennsylvania
$223M

Top Sellers

1
GSAM
1
Grant Street Asset Management
Pennsylvania
$1.17M
2
AT
2
American Trust
Kentucky
$4.75M
3
PCA
3
Pallas Capital Advisors
Massachusetts
$0
4
PI
4
Parkside Investments
Illinois
$0
5
RCG
5
Regatta Capital Group
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
151
Clarius Group LLC
Washington
$885K +$577K +11,637 +187%
MSWMA
152
Market Street Wealth Management Advisors
Indiana
$875K -$587K -11,839 -40%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$858K – – –
MAM
154
Mainsail Asset Management
Alabama
$842K +$266K +5,367 +46%
CPWM
155
Cypress Point Wealth Management
Texas
$822K -$23.6K -476 -3%
RWM
156
Ruedi Wealth Management
Illinois
$801K +$6.74K +136 +0.8%
LPP
157
Life Planning Partners
Florida
$791K -$9.91K -200 -1%
WIM
158
WealthPlan Investment Management
Nebraska
$781K -$5.67M -114,344 -88%
KPWS
159
Kestra Private Wealth Services
Texas
$761K -$555K -11,199 -42%
GCA
160
Gradient Capital Advisors
California
$751K -$125K -2,532 -14%
CF
161
Convergence Financial
Missouri
$744K +$330K +6,655 +80%
PAM
162
Peak Asset Management
Colorado
$714K – – –
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$699K -$42.4K -856 -6%
CPA
164
Cardiff Park Advisors
California
$690K – – –
LAM
165
Lakewood Asset Management
Illinois
$689K +$7.68K +155 +1%
CFGSD
166
Compass Financial Group (South Dakota)
South Dakota
$687K +$82.1K +1,657 +14%
CIC
167
Cutler Investment Counsel
Oregon
$682K – – –
CWA
168
Core Wealth Advisors
Florida
$681K – – –
GA
169
GSG Advisors
New Jersey
$678K +$288K +5,837 +74%
Comerica Bank
170
Comerica Bank
Texas
$669K -$122K -2,466 -15%
LA
171
Latitude Advisors
Florida
$667K +$10.5K +211 +2%
RWM
172
Ritholtz Wealth Management
New York
$647K -$75K -1,513 -10%
SAM
173
Summit Asset Management
Tennessee
$636K -$109K -2,200 -15%
LWM
174
Laidlaw Wealth Management
New York
$631K +$60.9K +1,230 +11%
Morgan Stanley
175
Morgan Stanley
New York
$628K -$1.05M -21,161 -63%
5 6
7
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