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Vanguard Ultra-Short Bond ETF

313 hedge funds and large institutions have $2.37B invested in Vanguard Ultra-Short Bond ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+15
Holders Change %
+5.03%
% of All Funds
4.17%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.33%
New
45
Increased
113
Reduced
106
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
151
Convergence Financial
Missouri
$1.08M +$1.08M +21,759 New
KFC
152
Klingenstein Fields & Co
New York
$1.07M +$54.7K +1,103 +5%
TWM
153
TriaGen Wealth Management
California
$1.06M -$8.54K -172 -0.8%
AR
154
Advisory Research
Illinois
$1.05M -$3.49M -70,377 -77%
BEI
155
Benjamin Edwards Inc
Missouri
$1.03M +$96.2K +1,939 +10%
FFS
156
Fischer Financial Services
Pennsylvania
$1.02M +$1.02M +20,535 New
MAM
157
Mainsail Asset Management
Alabama
$961K +$154K +3,105 +19%
CFS
158
CGC Financial Services
Oregon
$948K -$11.7K -236 -1%
RCG
159
Regatta Capital Group
California
$921K -$385K -7,766 -30%
NWM
160
Northwest Wealth Management
Iowa
$910K -$484K -9,746 -35%
FPAS
161
Focus Partners Advisor Solutions
Missouri
$910K -$484K -9,746 -35%
WMG
162
WESCAP Management Group
California
$887K -$135K -2,719 -13%
BCA
163
Ballentine Capital Advisors
South Carolina
$879K -$97.4K -1,963 -10%
SCM
164
SOL Capital Management
Maryland
$876K +$17.4K +350 +2%
EAM
165
Evanson Asset Management
California
$858K -$29.8K -600 -3%
CWA
166
Core Wealth Advisors
Florida
$858K +$99.7K +2,010 +13%
GIA
167
Gladstone Institutional Advisory
Florida
$848K -$24.6K -495 -3%
CPA
168
Cardiff Park Advisors
California
$837K +$146K +2,937 +21%
KPWS
169
Kestra Private Wealth Services
Texas
$820K +$18.3K +368 +2%
CTFG
170
Capstone Triton Financial Group
Oklahoma
$801K +$4.71K +95 +0.6%
RWM
171
Ruedi Wealth Management
Illinois
$792K -$32.4K -653 -4%
NC
172
Napatree Capital
Rhode Island
$756K -$14.9K -301 -2%
CFGSD
173
Compass Financial Group (South Dakota)
South Dakota
$756K +$51.2K +1,032 +7%
CWA
174
CJM Wealth Advisers
Virginia
$750K +$750K +15,112 New
LPP
175
Life Planning Partners
Florida
$729K -$19.9K -401 -3%