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Vanguard Ultra-Short Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$24.3M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$14.7M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$9.19M
4
Wells Fargo
4
Wells Fargo
California
$60.6M
5
WBG
5
Wharton Business Group
Pennsylvania
$223M

Top Sellers

1
GSAM
1
Grant Street Asset Management
Pennsylvania
$1.17M
2
AT
2
American Trust
Kentucky
$4.75M
3
PCA
3
Pallas Capital Advisors
Massachusetts
$0
4
PI
4
Parkside Investments
Illinois
$0
5
RCG
5
Regatta Capital Group
California
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
CKAIS
201
Christensen King & Associates Investment Services
Washington
$391K – – –
PWPS
202
Pinnacle Wealth Planning Services
Ohio
$384K +$81.1K +1,637 +27%
BPA
203
Beacon Pointe Advisors
California
$384K -$106K -2,132 -22%
RF
204
RHS Financial
California
$382K +$159K +3,216 +72%
PCIA
205
Prime Capital Investment Advisors
Kansas
$381K +$2.68K +54 +0.7%
TAM
206
Titleist Asset Management
Texas
$374K +$374K +7,546 New
BCM
207
Brookstone Capital Management
Illinois
$373K -$13.3K -269 -3%
JIC
208
Joel Isaacson & Co
New York
$372K +$372K +7,500 New
PA
209
PFG Advisors
Arizona
$368K -$89.6K -1,809 -20%
CPCM
210
Cardinal Point Capital Management
Ontario, Canada
$366K +$366K +7,390 New
WAM
211
WNY Asset Management
New York
$348K +$446 +9 +0.1%
EAM
212
Evanson Asset Management
California
$347K +$49.6K +1,000 +17%
RSWA
213
Robinson Smith Wealth Advisors
Maine
$343K -$13.3K -268 -4%
CCA
214
Clearwater Capital Advisors
Illinois
$340K +$340K +6,864 New
MOS
215
MGO One Seven
Ohio
$338K -$8.57K -173 -2%
HA
216
Hanover Advisors
South Carolina
$333K -$38.4K -775 -10%
CRC
217
Curi RMB Capital
Illinois
$326K – – –
RJA
218
Raymond James & Associates
Florida
$321K +$61.2K +1,236 +24%
BFEC
219
Benjamin F. Edwards & Company
Missouri
$318K +$153K +3,081 +93%
MFS
220
Madrona Financial Services
Washington
$318K +$98.5K +1,987 +45%
CAM
221
Chandler Asset Management
California
$316K – – –
Jane Street
222
Jane Street
New York
$314K +$314K +6,327 New
PWW
223
Pettyjohn Wood & White
Virginia
$309K -$7.43K -150 -2%
BST
224
Bath Savings Trust
Maine
$309K -$7.43K -150 -2%
AF
225
Allworth Financial
California
$301K -$130K -2,618 -30%
7 8
9
10 11