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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 %
Osaic Holdings
26
Osaic Holdings
Arizona
$10.3M -$408K -8,253 -4%
BCA
27
Bray Capital Advisors
Florida
$10.2M +$11.1K +225 +0.1%
Corient Private Wealth
28
Corient Private Wealth
Florida
$9.79M +$210K +4,254 +2%
RWA
29
Roberts Wealth Advisors
California
$9.34M +$922K +6,203 +11%
Bank of America
30
Bank of America
North Carolina
$9.13M +$7.31M +147,805 +400%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$8.51M -$75.7K -1,532 -0.9%
FWM
32
Fonville Wealth Management
Virginia
$8.45M +$8.45M +170,915 New
PCA
33
Pallas Capital Advisors
Massachusetts
$8.16M +$994K +20,107 +14%
NL
34
NVWM LLC
Pennsylvania
$8.02M -$205K -4,143 -2%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$7.95M -$708K -14,324 -8%
CAN
36
Cetera Advisor Networks
California
$7.61M +$2.03M +41,112 +36%
William Blair & Company
37
William Blair & Company
Illinois
$7.58M -$133K -2,699 -2%
RCG
38
Regatta Capital Group
California
$7.46M -$4.46M -90,145 -37%
SCA
39
Scott Capital Advisors
Oregon
$7.43M +$520K +10,514 +8%
HWM
40
HB Wealth Management
Georgia
$7.42M -$3.18M -64,285 -30%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$7.32M +$340K +6,873 +5%
EA
42
Eclectic Associates
California
$7.24M +$1.44M +29,078 +25%
WFA
43
Websterrogers Financial Advisors
South Carolina
$7.12M -$3.25M -65,766 -31%
PI
44
Parkside Investments
Illinois
$7.08M -$8.32M -168,385 -54%
WIM
45
WealthPlan Investment Management
Nebraska
$6.43M +$6.43M +130,106 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$6.37M +$431K +8,712 +7%
MFG
47
Monumental Financial Group
Maryland
$6.35M +$353K +7,149 +6%
LBC
48
Lowe Brockenbrough & Co
Virginia
$6.33M +$2.3M +46,450 +57%
KCM
49
Kathmere Capital Management
Pennsylvania
$6.28M -$44.1M -892,621 -88%
FFN
50
Focus Financial Network
Minnesota
$6.21M +$2.41M +48,674 +63%
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