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Vanguard Ultra-Short Bond ETF

313 hedge funds and large institutions have $2.37B invested in Vanguard Ultra-Short Bond ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+15
Holders Change %
+5.03%
% of All Funds
4.17%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.33%
New
45
Increased
113
Reduced
106
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
176
Bartlett & Co Wealth Management
Ohio
$694K -$243K -4,900 -26%
RFP
177
Root Financial Partners
California
$694K +$360K +7,257 +108%
EF
178
Exeter Financial
Arizona
$690K +$136K +2,738 +25%
LA
179
Latitude Advisors
Florida
$686K +$26.4K +533 +4%
CIC
180
Cutler Investment Counsel
Oregon
$683K
LWM
181
Laidlaw Wealth Management
New York
$673K -$10.3K -208 -2%
PIMG
182
Patriot Investment Management Group
Tennessee
$668K +$6.9K +139 +1%
LAM
183
Lakewood Asset Management
Illinois
$664K +$17K +342 +3%
CPWM
184
Cypress Point Wealth Management
Texas
$656K +$30.1K +606 +5%
PAM
185
Peak Asset Management
Colorado
$628K
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$625K -$12.4K -249 -2%
WHCFA
187
William Howard & Co Financial Advisors
Tennessee
$619K
WA
188
WBH Advisory
Maryland
$609K -$141K -2,847 -19%
AFP
189
Ausdal Financial Partners
Iowa
$607K -$125K -2,528 -17%
LLWM
190
Life Line Wealth Management
California
$594K +$9.92K +200 +2%
BCI
191
Brinker Capital Investments
Pennsylvania
$591K -$5.31K -107 -0.9%
OPS
192
Orion Portfolio Solutions
Nebraska
$591K -$5.31K -107 -0.9%
LTL
193
Lowery Thomas LLC
California
$575K +$575K +11,597 New
BWA
194
BlueChip Wealth Advisors
Georgia
$572K +$211K +4,256 +58%
GCA
195
Gradient Capital Advisors
California
$537K -$256K -5,156 -32%
BHWM
196
Beaird Harris Wealth Management
Texas
$506K +$19.8K +400 +4%
KP
197
Keel Point
Alabama
$502K -$10.6K -214 -2%
CAMG
198
CWA Asset Management Group
Florida
$501K +$501K +10,101 New
PSCM
199
Per Stirling Capital Management
Texas
$495K +$66.6K +1,343 +16%
PAG
200
Private Advisor Group
New Jersey
$473K -$104K -2,087 -18%