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Vanguard Ultra-Short Bond ETF

298 hedge funds and large institutions have $2.33B invested in Vanguard Ultra-Short Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
4.31%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
25
Increased
108
Reduced
116
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$641K -$97.6K -1,955 -13%
PAM
177
Peak Asset Management
Colorado
$632K -$37.8K -756 -6%
CPWM
178
Cypress Point Wealth Management
Texas
$630K -$47.3K -948 -7%
WHCFA
179
William Howard & Co Financial Advisors
Tennessee
$623K +$287K +5,754 +86%
SCA
180
Scott Capital Advisors
Oregon
$619K -$7.01M -140,458 -92%
OP
181
ORG Partners
Indiana
$612K +$6.09K +122 +1%
OPS
182
Orion Portfolio Solutions
Nebraska
$600K +$280K +5,602 +87%
BCI
183
Brinker Capital Investments
Pennsylvania
$600K +$280K +5,602 +87%
LLWM
184
Life Line Wealth Management
California
$588K +$7.44K +149 +1%
KDA
185
Kraft Davis & Associates
Missouri
$588K -$2.15M -43,208 -79%
GA
186
GSG Advisors
New Jersey
$585K -$105K -2,113 -15%
PAG
187
Private Advisor Group
New Jersey
$580K -$36.4K -728 -6%
SAM
188
SignalPoint Asset Management
Missouri
$572K +$4.35K +87 +0.8%
UBS Group
189
UBS Group
Switzerland
$572K +$542K +10,850 +1,827%
EF
190
Exeter Financial
Arizona
$557K +$59.4K +1,189 +12%
BCM
191
Brasada Capital Management
Texas
$532K -$73.2K -1,471 -12%
KP
192
Keel Point
Alabama
$516K +$1.15K +23 +0.2%
BHWM
193
Beaird Harris Wealth Management
Texas
$489K
AF
194
Apexium Financial
Texas
$463K
SC
195
Savant Capital
Illinois
$453K
SIC
196
SJS Investment Consulting
Ohio
$433K +$10.3K +206 +2%
PSCM
197
Per Stirling Capital Management
Texas
$431K +$431K +8,632 New
GSAM
198
Grant Street Asset Management
Pennsylvania
$431K -$531K -10,642 -55%
CANC
199
Culbertson A N & Co
Virginia
$429K +$72.4K +1,450 +20%
CKAIS
200
Christensen King & Associates Investment Services
Washington
$429K +$4.99K +100 +1%