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Vanguard Ultra-Short Bond ETF
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Overview Fund Activity

280 hedge funds and large institutions have $2.08B invested in Vanguard Ultra-Short Bond ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 87 increasing their positions, 104 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.46%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.38%
New
36
Increased
87
Reduced
104
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$728M
2
WBG
Wharton Business Group
Pennsylvania
$213M
3
Jane Street
Jane Street
New York
$45.8M
4
BTI
Blue Trust Inc
Georgia
$67.2M
5
KOC
Koss-Olinger Consulting
Florida
$25.5M

Top Sellers

1
RWM
Ritholtz Wealth Management
New York
$0
2
MCM
Manchester Capital Management
Vermont
$1.27M
3
GSAM
Grant Street Asset Management
Pennsylvania
$36.9M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$8.54M
5
Creative Planning
Creative Planning
Kansas
$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
26
Betterment LLC
New York
$11M +$10.4M +211,724 +1,770%
Osaic Holdings
27
Osaic Holdings
Arizona
$10.6M +$2.77M +56,403 +35%
Stifel Financial
28
Stifel Financial
Missouri
$10.6M +$1.87M +38,072 +22%
CFC
29
Coyle Financial Counsel
Illinois
$10.5M +$10.5M +214,460 New
HWM
30
HB Wealth Management
Georgia
$10.5M +$2.29M +46,627 +28%
WFA
31
Websterrogers Financial Advisors
South Carolina
$10.3M -$3.73M -75,872 -27%
BCA
32
Bray Capital Advisors
Florida
$10.2M – – –
RBC
33
Roble Belko & Company
Pennsylvania
$9.92M +$210K +4,271 +2%
Corient Private Wealth
34
Corient Private Wealth
Florida
$9.53M +$766K +15,566 +9%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$8.62M +$420K +8,539 +5%
DK
36
David Kennon
Florida
$8.57M +$664K +13,491 +8%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$8.54M -$12.2M -248,094 -59%
NL
38
NVWM LLC
Pennsylvania
$8.18M +$146K +2,964 +2%
AC
39
AlphaCore Capital
California
$7.87M – – –
William Blair & Company
40
William Blair & Company
Illinois
$7.67M -$412K -8,377 -5%
PCA
41
Pallas Capital Advisors
Massachusetts
$7.14M +$534K +10,851 +8%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$6.95M -$2.65M -53,918 -28%
SCA
43
Scott Capital Advisors
Oregon
$6.86M +$927K +18,880 +16%
OC
44
Oakworth Capital
Alabama
$6.55M -$2.2M -44,655 -25%
Citadel Advisors
45
Citadel Advisors
Florida
$6.52M +$4.72M +96,035 +263%
AWM
46
AE Wealth Management
Kansas
$6.3M +$6.3M +128,070 New
MWM
47
Madison Wealth Management
Ohio
$6.23M -$241K -4,895 -4%
MFG
48
Monumental Financial Group
Maryland
$5.97M +$62.9K +1,278 +1%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$5.91M +$5.91M +120,067 New
EA
50
Eclectic Associates
California
$5.78M -$1.19M -24,148 -17%
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