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Vanguard Ultra-Short Bond ETF
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Overview Fund Activity

298 hedge funds and large institutions have $2.33B invested in Vanguard Ultra-Short Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
4.31%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
25
Increased
108
Reduced
116
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$945M
2
Bank of America
2
Bank of America
North Carolina
$45.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.4M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$27.5M

Top Sellers

1
AA
1
Axiom Advisory
California
$86.7M
2
CFO
2
Colony Family Offices
North Carolina
$18.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.38M
4
FTUS
4
Flow Traders U.S.
New York
$12.4M
5
Wells Fargo
5
Wells Fargo
California
$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
151
Benjamin Edwards Inc
Missouri
$935K +$935K +18,731 New
TIAA Trust, National Association
152
TIAA Trust, National Association
North Carolina
$922K – – –
EAM
153
Evanson Asset Management
California
$894K +$544K +10,900 +156%
GIA
154
Gladstone Institutional Advisory
Florida
$878K -$49.8K -997 -5%
SCM
155
SOL Capital Management
Maryland
$864K -$4.99K -100 -0.6%
PGFC
156
Peapack-Gladstone Financial Corp
New Jersey
$839K -$345K -6,900 -29%
RWM
157
Ruedi Wealth Management
Illinois
$829K +$10.5K +211 +1%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$821K – – –
MAM
159
Mainsail Asset Management
Alabama
$812K -$16.3K -327 -2%
KPWS
160
Kestra Private Wealth Services
Texas
$807K +$40.5K +811 +5%
CTFG
161
Capstone Triton Financial Group
Oklahoma
$801K – – –
GCA
162
Gradient Capital Advisors
California
$798K +$4.5K +90 +0.6%
NC
163
Napatree Capital
Rhode Island
$776K -$109K -2,185 -12%
RWM
164
Ritholtz Wealth Management
New York
$767K -$100 -2 -0%
CWA
165
Core Wealth Advisors
Florida
$763K – – –
WA
166
WBH Advisory
Maryland
$755K -$238K -4,773 -24%
LPP
167
Life Planning Partners
Florida
$753K -$38.6K -772 -5%
AFP
168
Ausdal Financial Partners
Iowa
$737K +$465K +9,308 +171%
CFGSD
169
Compass Financial Group (South Dakota)
South Dakota
$709K +$13.3K +266 +2%
CPA
170
Cardiff Park Advisors
California
$696K – – –
LWM
171
Laidlaw Wealth Management
New York
$688K +$37.1K +742 +6%
CIC
172
Cutler Investment Counsel
Oregon
$687K – – –
PIMG
173
Patriot Investment Management Group
Tennessee
$665K +$48.7K +976 +8%
LA
174
Latitude Advisors
Florida
$664K +$11K +221 +2%
LAM
175
Lakewood Asset Management
Illinois
$651K -$65K -1,301 -9%
5 6
7
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