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Vanguard Ultra-Short Bond ETF

279 hedge funds and large institutions have $1.36B invested in Vanguard Ultra-Short Bond ETF in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 117 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+6
Holders Change %
+2.2%
% of All Funds
4.4%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
34
Increased
87
Reduced
117
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
201
Evergreen Capital Management
Washington
$344K
CA
202
Cetera Advisors
Colorado
$343K +$343K +6,975 New
BWM
203
Birchcreek Wealth Management
Ohio
$341K +$341K +6,935 New
ME
204
McIlrath & Eck
Washington
$325K -$17.9K -365 -5%
CRC
205
Curi RMB Capital
Illinois
$323K
Morgan Stanley
206
Morgan Stanley
New York
$322K -$33.7K -685 -9%
WMA
207
Wealth Management Associates
New Jersey
$322K -$9.83K -200 -3%
SG
208
Strid Group
Pennsylvania
$312K
PCIA
209
Prime Capital Investment Advisors
Kansas
$307K +$307K +6,241 New
TCWA
210
Ten Capital Wealth Advisors
Washington
$305K +$125K +2,541 +69%
NB
211
Nicolet Bankshares
Wisconsin
$302K -$139K -2,835 -32%
EAM
212
Evanson Asset Management
California
$295K
CAM
213
Chandler Asset Management
California
$289K -$46.9K -955 -14%
DC
214
Davenport & Co
Virginia
$288K +$10.5K +214 +4%
ZF
215
Zhang Financial
Michigan
$287K -$459K -9,344 -62%
BPA
216
Beacon Pointe Advisors
California
$286K -$103K -2,090 -26%
JCM
217
Jacobi Capital Management
Pennsylvania
$286K +$286K +5,815 New
BST
218
Bath Savings Trust
Maine
$284K +$75K +1,525 +36%
ACM
219
Ategra Capital Management
Virginia
$280K -$1.59M -32,300 -85%
CPCM
220
Cardinal Point Capital Management
Ontario, Canada
$273K -$12.3K -250 -4%
AF
221
Advisornet Financial
Minnesota
$272K -$16.9K -344 -6%
MBT
222
Montecito Bank & Trust
California
$268K -$670K -13,626 -71%
ASN
223
Advisory Services Network
Georgia
$262K +$32.6K +664 +14%
RMAM
224
Raab & Moskowitz Asset Management
New Jersey
$258K -$97.8K -1,990 -27%
GLLW
225
Graves Light Lenhart Wealth
Virginia
$256K +$147 +3 +0.1%