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Vanguard Ultra-Short Bond ETF
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Overview Fund Activity

295 hedge funds and large institutions have $2.27B invested in Vanguard Ultra-Short Bond ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 110 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.29%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
30
Increased
103
Reduced
110
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Axiom Advisory
California
$132M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$858M
3
AIA
3
Acute Investment Advisory
Arizona
$27.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.2M
5
FTUS
5
Flow Traders U.S.
New York
$25.1M

Top Sellers

1
WBG
1
Wharton Business Group
Pennsylvania
$72.3M
2
MFA
2
McClarren Financial Advisors
Pennsylvania
$6.48M
3
MFG
3
Monumental Financial Group
Maryland
$233K
4
AT
4
American Trust
Kentucky
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$8.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
151
Clarius Group LLC
Washington
$897K +$12.1K +244 +1%
NC
152
Napatree Capital
Rhode Island
$877K -$195K -3,940 -18%
SCM
153
SOL Capital Management
Maryland
$862K -$246K -4,975 -22%
BCWM
154
Bartlett & Co Wealth Management
Ohio
$861K -$230K -4,640 -21%
MAM
155
Mainsail Asset Management
Alabama
$821K -$20.4K -412 -2%
Pathstone Holdings
156
Pathstone Holdings
New Jersey
$814K +$555K +11,205 +214%
RWM
157
Ruedi Wealth Management
Illinois
$812K +$10.9K +221 +1%
CTFG
158
Capstone Triton Financial Group
Oklahoma
$794K -$223K -4,495 -22%
GCA
159
Gradient Capital Advisors
California
$787K +$36.4K +736 +5%
LPP
160
Life Planning Partners
Florida
$785K -$5.5K -111 -0.7%
LWCFA
161
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$763K +$301K +6,070 +65%
RWM
162
Ritholtz Wealth Management
New York
$761K +$115K +2,318 +18%
KPWS
163
Kestra Private Wealth Services
Texas
$760K -$50 -1 -0%
CWA
164
Core Wealth Advisors
Florida
$756K +$76.3K +1,540 +11%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$733K +$34.5K +697 +5%
WJA
166
Willis Johnson & Associates
Texas
$724K -$273K -5,503 -27%
LAM
167
Lakewood Asset Management
Illinois
$710K +$21.5K +434 +3%
CFGSD
168
Compass Financial Group (South Dakota)
South Dakota
$690K +$3.71K +75 +0.5%
CPA
169
Cardiff Park Advisors
California
$690K – – –
GA
170
GSG Advisors
New Jersey
$684K +$5.67K +115 +0.8%
CIC
171
Cutler Investment Counsel
Oregon
$682K – – –
CPWM
172
Cypress Point Wealth Management
Texas
$672K -$150K -3,026 -18%
PAM
173
Peak Asset Management
Colorado
$664K -$49.5K -1,000 -7%
LA
174
Latitude Advisors
Florida
$647K -$19.3K -389 -3%
LWM
175
Laidlaw Wealth Management
New York
$645K +$14.4K +290 +2%
5 6
7
8 9