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Vanguard Ultra-Short Bond ETF

296 hedge funds and large institutions have $2.12B invested in Vanguard Ultra-Short Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 106 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+5
Holders Change %
+1.72%
% of All Funds
4.29%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
34
Increased
107
Reduced
106
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
176
Brasada Capital Management
Texas
$602K -$38.3K -772 -6%
PAG
177
Private Advisor Group
New Jersey
$590K -$678K -13,692 -53%
GAA
178
Global Assets Advisory
Florida
$588K +$588K +28,988 New
SIC
179
SJS Investment Consulting
Ohio
$576K -$52.7K -1,064 -8%
SA
180
SAM Advisors
California
$573K +$573K +11,557 New
LLWM
181
Life Line Wealth Management
California
$568K +$4.81K +97 +0.9%
SAM
182
SignalPoint Asset Management
Missouri
$558K +$558K +11,266 New
WIM
183
Warwick Investment Management
Texas
$553K +$553K +11,169 New
LNC
184
Lincoln National Corp
Pennsylvania
$552K +$552K +11,136 New
GA
185
Greenspring Advisors
Maryland
$548K +$45K +908 +9%
FP
186
Financial Perspectives
Minnesota
$546K
KP
187
Keel Point
Alabama
$541K +$2.48K +50 +0.5%
BSW
188
Buckingham Strategic Wealth
Missouri
$508K +$1.59K +32 +0.3%
BHWM
189
Beaird Harris Wealth Management
Texas
$485K
EF
190
Exeter Financial
Arizona
$469K +$60.3K +1,221 +15%
LWCFA
191
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$461K +$461K +9,330 New
AF
192
Apexium Financial
Texas
$460K -$9.91K -200 -2%
RVPG
193
Relative Value Partners Group
$449K -$146K -2,947 -25%
EH
194
Equitable Holdings
New York
$446K +$446K +8,996 New
CVA
195
Central Valley Advisors
California
$444K +$1.54K +31 +0.3%
IAN
196
Integrated Advisors Network
Texas
$439K +$439K +8,850 New
CAM
197
Cresset Asset Management
Illinois
$423K -$592K -11,940 -58%
PIMG
198
Patriot Investment Management Group
Tennessee
$415K +$80.5K +1,624 +24%
AFG
199
Allegheny Financial Group
Pennsylvania
$414K
PA
200
Parallel Advisors
California
$393K