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Vanguard Ultra-Short Bond ETF

279 hedge funds and large institutions have $1.36B invested in Vanguard Ultra-Short Bond ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 117 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
4.4%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
34
Increased
87
Reduced
117
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KP
176
Keel Point
Alabama
$526K -$198K -4,030 -27%
FCA
177
Fortis Capital Advisors
Kansas
$517K -$215K -4,377 -29%
RI
178
Rinkey Investments
California
$512K +$5.7K +116 +1%
NA
179
Nottingham Advisors
New York
$501K -$19.9K -405 -4%
GA
180
Greenspring Advisors
Maryland
$499K -$653K -13,283 -57%
AWA
181
Alaska Wealth Advisors
Alaska
$495K -$48.9K -995 -9%
RIA
182
Regal Investment Advisors
Michigan
$485K -$5.65K -115 -1%
PA
183
PFG Advisors
Arizona
$482K
WP
184
WealthSource Partners
California
$478K +$157K +3,200 +49%
AF
185
Apexium Financial
Texas
$443K
USCWA
186
U.S. Capital Wealth Advisors
Texas
$437K -$77.5K -1,576 -15%
PWW
187
Pettyjohn Wood & White
Virginia
$431K -$969K -19,720 -69%
FCIM
188
Fairview Capital Investment Management
California
$428K -$6.15K -125 -1%
WAM
189
WNY Asset Management
New York
$422K -$111K -2,264 -21%
WHG
190
Westwood Holdings Group
Texas
$404K -$5.02K -102 -1%
IGWM
191
ICA Group Wealth Management
Colorado
$404K +$117K +2,387 +41%
SWA
192
Sax Wealth Advisors
New Jersey
$401K -$33.5K -681 -8%
BDFN
193
Bond & Devick Financial Network
Minnesota
$392K
PA
194
Parallel Advisors
California
$390K -$13.5K -274 -3%
BCM
195
Brookstone Capital Management
Illinois
$375K +$375K +7,641 New
SA
196
SAM Advisors
California
$366K +$366K +7,450 New
EF
197
Exeter Financial
Arizona
$366K +$15K +306 +4%
FNWM
198
Financial Network Wealth Management
Utah
$364K -$80.3K -1,632 -18%
SLWA
199
San Luis Wealth Advisors
California
$364K +$364K +7,400 New
Cerity Partners
200
Cerity Partners
New York
$361K -$15.8K -322 -4%