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Vanguard Ultra-Short Bond ETF

291 hedge funds and large institutions have $2.11B invested in Vanguard Ultra-Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 100 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+11
Holders Change %
+3.93%
% of All Funds
4.27%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
49
Increased
100
Reduced
111
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
176
Laidlaw Wealth Management
New York
$569K +$346 +7 +0.1%
LLWM
177
Life Line Wealth Management
California
$562K +$562K +11,374 New
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$546K +$99K +2,003 +22%
MFIM
179
Mesirow Financial Investment Management
Illinois
$546K +$546K +65,703 New
FP
180
Financial Perspectives
Minnesota
$545K
KP
181
Keel Point
Alabama
$537K +$4.75K +96 +0.9%
CFO
182
CVA Family Office
Colorado
$519K -$247K -5,000 -32%
BSW
183
Buckingham Strategic Wealth
Missouri
$506K -$288K -5,834 -36%
GA
184
Greenspring Advisors
Maryland
$502K
BPA
185
Beacon Pointe Advisors
California
$488K +$227K +4,595 +87%
BHWM
186
Beaird Harris Wealth Management
Texas
$484K +$484K +9,791 New
NCM
187
Nelson Capital Management
California
$481K -$70.4K -1,424 -13%
WP
188
WealthSource Partners
California
$478K
AF
189
Apexium Financial
Texas
$468K -$3.16K -64 -0.7%
LIG
190
Lokken Investment Group
Delaware
$460K +$109K +2,212 +31%
RIA
191
Regal Investment Advisors
Michigan
$459K -$29.1K -589 -6%
EBA
192
Eagle Bay Advisors
New York
$458K -$1.12M -22,648 -71%
PA
193
PFG Advisors
Arizona
$456K -$3.02K -61 -0.7%
B
194
Bridgeworth
Alabama
$448K
CVA
195
Central Valley Advisors
California
$442K +$442K +8,932 New
AF
196
Allworth Financial
California
$430K -$35.4K -717 -8%
CF
197
Convergence Financial
Missouri
$414K -$916K -18,518 -69%
AFG
198
Allegheny Financial Group
Pennsylvania
$413K +$3.31K +67 +0.8%
EF
199
Exeter Financial
Arizona
$409K +$12.6K +254 +3%
FCIM
200
Fairview Capital Investment Management
California
$405K