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Vanguard Ultra-Short Bond ETF
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Overview Fund Activity

291 hedge funds and large institutions have $2.11B invested in Vanguard Ultra-Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 100 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+11
Holders Change %
+3.93%
% of All Funds
4.27%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
49
Increased
100
Reduced
111
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$781M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$74.8M
3
Wells Fargo
3
Wells Fargo
California
$53.7M
4
NW
4
NewEdge Wealth
Pennsylvania
$12.6M
5
DK
5
David Kennon
Florida
$20.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
KCM
2
Kathmere Capital Management
Pennsylvania
$6.28M
3
KOC
3
Koss-Olinger Consulting
Florida
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$739K
5
TA
5
TruWealth Advisors
Louisiana
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGS
226
Galvin Gaustad & Stein
Arizona
$284K -$237K -4,795 -45%
BWP
227
Barlow Wealth Partners
Kentucky
$280K +$280K +5,666 New
Millennium Management
228
Millennium Management
New York
$280K +$280K +5,656 New
RC
229
Roundview Capital
New Jersey
$277K -$4.24M -85,691 -94%
RJA
230
Raymond James & Associates
Florida
$260K +$15.6K +315 +6%
IWA
231
Inspirion Wealth Advisors
Illinois
$247K – – –
SG
232
Strid Group
Pennsylvania
$244K +$20.8K +421 +9%
Pathstone Holdings
233
Pathstone Holdings
New Jersey
$242K +$242K +4,904 New
CCM
234
Colorado Capital Management
Colorado
$241K +$4.69K +95 +2%
MPAM
235
Murphy Pohlad Asset Management
Minnesota
$232K – – –
Cerity Partners
236
Cerity Partners
New York
$231K -$60.5K -1,224 -21%
PA
237
Pinnacle Associates
New York
$225K +$225K +4,560 New
RF
238
RHS Financial
California
$222K +$222K +4,485 New
FNWM
239
Financial Network Wealth Management
Utah
$219K -$8.98K -182 -4%
MFS
240
Madrona Financial Services
Washington
$219K -$1.01M -20,471 -82%
PWMAG
241
Pinnacle Wealth Management Advisory Group
New Jersey
$210K +$210K +4,250 New
CIAS
242
CFS Investment Advisory Services
New Jersey
$209K +$209K +4,228 New
IAG
243
Investment Advisory Group
Massachusetts
$209K – – –
FMWA
244
Forvis Mazars Wealth Advisors
Missouri
$203K -$266K -5,387 -57%
BRA
245
Biechele Royce Advisors
Indiana
$203K -$198K -4,000 -49%
QWM
246
Quadcap Wealth Management
Texas
$203K +$203K +4,099 New
AIM
247
Allen Investment Management
New York
$202K – – –
BFEC
248
Benjamin F. Edwards & Company
Missouri
$165K +$137K +2,760 +484%
NSIM
249
North Star Investment Management
Illinois
$155K +$2.57K +52 +2%
TWM
250
Tradition Wealth Management
Minnesota
$148K – – –
8 9
10
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