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Vanguard Ultra-Short Bond ETF
VUSB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
JP Morgan Chase
1
JP Morgan Chase
New York
USD 213 M +USD 213 M +4,340,622 Nuevas
WBG
2
Wharton Business Group
Pennsylvania
USD 87.6 M -USD 120 M -2,437,645 -58%
Ritholtz Wealth Management
3
Ritholtz Wealth Management
New York
USD 68.3 M +USD 2.75 M +55,908 +4%
AW
4
Avion Wealth
Texas
USD 55.3 M -USD 10 M -204,066 -15%
Grant Street Asset Management
5
Grant Street Asset Management
Pennsylvania
USD 49.2 M +USD 1.46 M +29,804 +3%
Kathmere Capital Management
6
Kathmere Capital Management
Pennsylvania
USD 46.4 M +USD 5.7 M +115,994 +14%
Blue Trust Inc
7
Blue Trust Inc
Georgia
USD 41 M +USD 15.6 M +318,048 +62%
Colony Family Offices
8
Colony Family Offices
North Carolina
USD 40.1 M +USD 26.2 M +532,677 +189%
Pacific Center for Financial Services
9
Pacific Center for Financial Services
California
USD 37.8 M +USD 182 k +3,713 +0.5%
Renaissance Technologies
10
Renaissance Technologies
New York
USD 30.8 M -USD 3.46 M -70,343 -10%
InterOcean Capital Group
11
InterOcean Capital Group
Tennessee
USD 21.7 M +USD 169 k +3,429 +0.8%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
USD 20.7 M -USD 1.27 M -25,808 -6%
Fortis Advisors
13
Fortis Advisors
Pennsylvania
USD 19.1 M +USD 87.1 k +1,773 +0.5%
StrategIQ Financial Group
14
StrategIQ Financial Group
Indiana
USD 19 M +USD 525 k +10,690 +3%
Financial Management Professionals
15
Financial Management Professionals
Texas
USD 16.6 M +USD 2.04 M +41,528 +14%
Manchester Capital Management
16
Manchester Capital Management
Vermont
USD 16.6 M -USD 21 M -427,287 -56%
Horizon Kinetics Asset Management
17
Horizon Kinetics Asset Management
New York
USD 15 M +USD 279 k +5,679 +2%
TruWealth Advisors
18
TruWealth Advisors
Louisiana
USD 14.1 M -USD 64.6 M -1,314,753 -82%
Websterrogers Financial Advisors
19
Websterrogers Financial Advisors
South Carolina
USD 14 M +USD 468 k +9,521 +3%
LPL Financial
20
LPL Financial
California
USD 12 M +USD 497 k +10,120 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
USD 11.8 M -USD 20.2 M -410,157 -63%
Creative Planning
22
Creative Planning
Kansas
USD 11.7 M -USD 2.96 M -60,135 -20%
Red Wave Investments
23
Red Wave Investments
Pennsylvania
USD 10.2 M +USD 1.23 M +24,977 +14%
BCA
24
Bray Capital Advisors
Florida
USD 10.2 M +USD 60.2 k +1,225 +0.6%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
USD 9.8 M +USD 9.08 M +184,712 +1,260%
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