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Vanguard Ultra-Short Bond ETF

273 hedge funds and large institutions have $1.4B invested in Vanguard Ultra-Short Bond ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 102 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+4
Holders Change %
+1.49%
% of All Funds
4.37%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.42%
New
31
Increased
102
Reduced
102
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MPCG
201
Matrix Private Capital Group
New York
$352K -$242K -4,920 -41%
EF
202
Exeter Financial
Arizona
$352K +$71.5K +1,454 +26%
AC
203
Anson Capital
Georgia
$350K +$350K +7,110 New
SCM
204
SOL Capital Management
Maryland
$345K -$73.9K -1,500 -18%
ECM
205
Evergreen Capital Management
Washington
$345K
ME
206
McIlrath & Eck
Washington
$344K -$126K -2,551 -27%
CAM
207
Chandler Asset Management
California
$336K +$336K +6,830 New
RJT
208
Raymond James Trust
Florida
$335K +$50K +1,017 +18%
WMA
209
Wealth Management Associates
New Jersey
$332K -$46.8K -950 -12%
RWA
210
Redmont Wealth Advisors
Illinois
$325K -$25K -507 -7%
CRC
211
Curi RMB Capital
Illinois
$324K
WP
212
WealthSource Partners
California
$321K +$321K +6,524 New
SG
213
Strid Group
Pennsylvania
$313K
WAP
214
Wealthcare Advisory Partners
Pennsylvania
$301K -$35.2K -715 -10%
EAM
215
Evanson Asset Management
California
$295K +$295K +6,000 New
AF
216
Advisornet Financial
Minnesota
$290K +$345 +7 +0.1%
IGWM
217
ICA Group Wealth Management
Colorado
$287K +$241K +4,895 +526%
CPWMP
218
Cardinal Point Wealth Management Partners
California
$286K -$100K -2,040 -26%
CPCM
219
Cardinal Point Capital Management
Ontario, Canada
$286K -$100K -2,040 -26%
DC
220
Davenport & Co
Virginia
$278K -$123K -2,500 -31%
RJA
221
Raymond James & Associates
Florida
$266K +$29K +588 +12%
GLLW
222
Graves Light Lenhart Wealth
Virginia
$257K -$41.6K -845 -14%
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$256K -$204K -4,141 -44%
BCM
224
Blume Capital Management
California
$249K +$9.7K +197 +4%
BCP
225
Berkeley Capital Partners
Georgia
$247K -$17.7K -359 -7%