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Vanguard Ultra-Short Bond ETF
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Overview Fund Activity

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
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$213M
2
CFO
Colony Family Offices
North Carolina
$40.1M
3
BTI
Blue Trust Inc
Georgia
$41M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$9.8M
5
OC
Oakworth Capital
Alabama
$8.75M

Top Sellers

1
WBG
Wharton Business Group
Pennsylvania
$87.6M
2
TA
TruWealth Advisors
Louisiana
$14.1M
3
Jane Street
Jane Street
New York
$5.86M
4
Mariner
Mariner
Kansas
$6.73M
5
MCM
Manchester Capital Management
Vermont
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
226
Eagle Bay Advisors
New York
$255K -$292K -5,945 -53%
RJA
227
Raymond James & Associates
Florida
$254K -$11.1K -225 -4%
TCM
228
Triumph Capital Management
Colorado
$248K +$248K +5,052 New
ACA
229
Aptus Capital Advisors
Alabama
$248K +$248K +5,049 New
IWA
230
Inspirion Wealth Advisors
Illinois
$246K – – –
IWA
231
Intercontinental Wealth Advisors
Texas
$246K – – –
BCP
232
Berkeley Capital Partners
Georgia
$245K -$1.77K -36 -0.7%
ML
233
Mayport LLC
Massachusetts
$241K +$241K +4,907 New
PFO
234
Pathstone Family Office
New Jersey
$241K – – –
BCM
235
Blume Capital Management
California
$237K -$12.1K -247 -5%
MPAM
236
Murphy Pohlad Asset Management
Minnesota
$231K – – –
CCM
237
Colorado Capital Management
Colorado
$228K -$801K -16,345 -78%
HIC
238
Holderness Investments Company
North Carolina
$221K – – –
PWP
239
Perfromance Wealth Partners
Illinois
$218K +$218K +4,453 New
PIMG
240
Patriot Investment Management Group
Tennessee
$214K -$4.67K -95 -2%
SS
241
Simplicity Solutions
Minnesota
$213K +$213K +4,339 New
BFG
242
Bleakley Financial Group
New Jersey
$213K +$213K +4,339 New
NW
243
NewEdge Wealth
Pennsylvania
$209K – – –
MA
244
MAS Advisors
Florida
$209K – – –
IAG
245
Investment Advisory Group
Massachusetts
$207K – – –
OC
246
Oppenheimer & Co
New York
$203K -$25.9K -526 -11%
RFG
247
RFP Financial Group
Georgia
$203K +$2.11K +43 +1%
AIM
248
Allen Investment Management
New York
$201K – – –
IAIM
249
Industrial Alliance Investment Management
Quebec, Canada
$182K +$182K +3,700 New
NSIM
250
North Star Investment Management
Illinois
$172K +$25K +508 +17%
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