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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 %
RBC
26
Roble Belko & Company
Pennsylvania
$9.7M -$1.77K -36 -0%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$9.59M +$2.53M +51,555 +36%
LGA
28
Lebenthal Global Advisors
New York
$9.37M -$204K -4,155 -2%
Corient Private Wealth
29
Corient Private Wealth
Florida
$8.76M +$896K +18,223 +11%
OC
30
Oakworth Capital
Alabama
$8.75M +$8.75M +177,898 New
Stifel Financial
31
Stifel Financial
Missouri
$8.68M +$548K +11,144 +7%
HWM
32
HB Wealth Management
Georgia
$8.25M -$651K -13,248 -7%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$8.19M -$639K -13,005 -7%
William Blair & Company
34
William Blair & Company
Illinois
$8.08M -$1.49M -30,266 -16%
NL
35
NVWM LLC
Pennsylvania
$8.03M -$130K -2,640 -2%
DK
36
David Kennon
Florida
$7.9M +$1.43M +29,083 +22%
AC
37
AlphaCore Capital
California
$7.87M +$7.87M +160,000 New
Osaic Holdings
38
Osaic Holdings
Arizona
$7.83M +$331K +6,732 +4%
WJA
39
Willis Johnson & Associates
Texas
$7.15M +$3.08M +62,693 +76%
EA
40
Eclectic Associates
California
$6.96M +$211K +4,292 +3%
Mariner
41
Mariner
Kansas
$6.73M -$25.4M -517,264 -79%
PCA
42
Pallas Capital Advisors
Massachusetts
$6.59M +$407K +8,292 +7%
MWM
43
Madison Wealth Management
Ohio
$6.46M -$21.9K -445 -0.3%
SAM
44
SP Asset Management
California
$6.17M +$63.5K +1,291 +1%
SCA
45
Scott Capital Advisors
Oregon
$5.94M +$1.01M +20,587 +21%
MFG
46
Monumental Financial Group
Maryland
$5.9M -$2.12M -43,104 -26%
Jane Street
47
Jane Street
New York
$5.86M -$45M -914,888 -88%
MWA
48
Mills Wealth Advisors
Texas
$5.85M +$2.08M +42,411 +55%
BFG
49
Bouchey Financial Group
New York
$5.69M -$879K -17,874 -13%
TCM
50
TD Capital Management
Tennessee
$5.45M -$2.28M -46,435 -30%
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