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Vanguard Ultra-Short Bond ETF

385 hedge funds and large institutions have $3.13B invested in Vanguard Ultra-Short Bond ETF in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 160 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 28

48% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 108

8% more capital invested

Capital invested by funds: $2.89B → $3.13B (+$231M)

8% more funds holding

Funds holding: 358385 (+27)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.33% more ownership

Funds ownership: 54.58%54.91% (+0.33%)

Holders
385
Holders Change
+27
Holders Change %
+7.54%
% of All Funds
5.05%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.38%
New
55
Increased
160
Reduced
108
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.2B +$115M +2,317,449 +11%
Bank of America
2
Bank of America
North Carolina
$139M +$13.3M +267,386 +11%
Wells Fargo
3
Wells Fargo
California
$127M +$5.79M +116,265 +5%
BI
4
Bramshill Investments
Florida
$125M +$2.32M +46,616 +2%
BTI
5
Blue Trust Inc
Georgia
$101M +$7.87M +157,980 +9%
WBG
6
Wharton Business Group
Pennsylvania
$68.4M +$2.89M +57,905 +4%
HighTower Advisors
7
HighTower Advisors
Illinois
$66.3M +$12.5M +251,805 +23%
AW
8
Avion Wealth
Texas
$58.7M +$1.24M +24,958 +2%
LPL Financial
9
LPL Financial
California
$58.4M +$5.93M +118,962 +11%
PCFFS
10
Pacific Center for Financial Services
California
$50.1M +$1.67M +33,527 +3%
RWI
11
Red Wave Investments
Pennsylvania
$31.9M +$548K +10,988 +2%
Raymond James Financial
12
Raymond James Financial
Florida
$28M +$6.88M +138,114 +33%
ABWM
13
Alpine Bank Wealth Management
Colorado
$25.9M -$36.7M -735,533 -59%
DK
14
David Kennon
Florida
$25.4M -$903K -18,117 -3%
GWM
15
Global Wealth Management
New Jersey
$24.5M -$4.07M -81,598 -14%
FWM
16
Fonville Wealth Management
Virginia
$22.4M +$1,000K +20,059 +5%
AOWM
17
Alpha Omega Wealth Management
Virginia
$22.4M +$8.05M +161,584 +57%
SAMC
18
Spectrum Asset Management (California)
California
$21.4M +$21.4M +428,467 New
MML Investors Services
19
MML Investors Services
Massachusetts
$21.2M +$1.47M +29,570 +7%
WA
20
Waverly Advisors
Alabama
$20.9M -$380K -7,629 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$19.5M +$3.89M +78,023 +25%
VBFP
22
Valtinson Bruner Financial Planning
Minnesota
$19.2M -$651K -13,060 -3%
ECML
23
Eagle Capital Management (Louisiana)
Louisiana
$18.5M +$18.5M +370,973 New
NL
24
NKCFO LLC
Illinois
$17.5M +$17.4M +349,250 New
CFC
25
Coyle Financial Counsel
Illinois
$17.3M +$2.97M +59,580 +21%