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Vanguard Ultra-Short Bond ETF

336 hedge funds and large institutions have $2.67B invested in Vanguard Ultra-Short Bond ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 130 increasing their positions, 104 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+23
Holders Change %
+7.35%
% of All Funds
4.56%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.37%
New
53
Increased
130
Reduced
104
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
151
HB Wealth Management
Georgia
$1.25M -$734K -14,725 -37%
WCWM
152
Willow Creek Wealth Management
California
$1.23M -$123K -2,472 -9%
DWT
153
Dorsey & Whitney Trust
South Dakota
$1.21M
KFC
154
Klingenstein Fields & Co
New York
$1.18M +$104K +2,082 +10%
LWCFA
155
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.16M
LGA
156
Lebenthal Global Advisors
New York
$1.15M -$39.5K -793 -3%
OWA
157
Outlook Wealth Advisors
Texas
$1.1M +$4.64K +93 +0.4%
IAIM
158
International Assets Investment Management
Florida
$1.08M +$1.08M +21,638 New
AR
159
Advisory Research
Illinois
$1.06M
MCM
160
Manchester Capital Management
Vermont
$1.05M -$89.7K -1,800 -8%
RFP
161
Root Financial Partners
California
$1.02M +$319K +6,391 +46%
SC
162
Scotia Capital
Ontario, Canada
$993K +$993K +19,912 New
EAM
163
Evanson Asset Management
California
$988K +$126K +2,527 +15%
TWM
164
TriaGen Wealth Management
California
$988K -$77.6K -1,557 -7%
MAM
165
Mainsail Asset Management
Alabama
$971K +$6.03K +121 +0.6%
RPGK
166
Retirement Planning Group (Kansas)
Kansas
$964K +$964K +19,340 New
EWA
167
EverSource Wealth Advisors
Alabama
$898K -$307K -6,164 -26%
CFS
168
CGC Financial Services
Oregon
$888K -$63.7K -1,278 -7%
CWA
169
Core Wealth Advisors
Florida
$881K +$19K +381 +2%
AFP
170
Ausdal Financial Partners
Iowa
$876K +$266K +5,342 +44%
WMG
171
WESCAP Management Group
California
$859K -$32.3K -647 -4%
KDA
172
Kraft Davis & Associates
Missouri
$847K +$413K +8,308 +95%
CPA
173
Cardiff Park Advisors
California
$842K +$1.2K +24 +0.1%
GIA
174
Gladstone Institutional Advisory
Florida
$840K -$11.7K -235 -1%
KPWS
175
Kestra Private Wealth Services
Texas
$838K +$13.7K +275 +2%