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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 %
Creative Planning
51
Creative Planning
Kansas
$5.62M -$6.04M -122,827 -52%
CAN
52
Cetera Advisor Networks
California
$5.55M +$1.49M +30,321 +37%
MWA
53
Mills Wealth Advisors
Texas
$5.31M -$540K -10,987 -9%
SAM
54
SP Asset Management
California
$5.29M -$883K -17,945 -14%
Mariner
55
Mariner
Kansas
$5.13M -$1.61M -32,726 -24%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$5.12M -$41.2K -837 -0.8%
NCM
57
Northwest Capital Management
Oregon
$5.12M -$36.8K -748 -0.7%
ZA
58
Zazove Associates
Nevada
$4.92M – – –
TCM
59
TD Capital Management
Tennessee
$4.91M -$544K -11,061 -10%
NCM
60
New Capital Management
Texas
$4.9M +$4.9M +99,654 New
CISOA
61
Capital Investment Services of America
Wisconsin
$4.88M -$197K -4,000 -4%
NGA
62
Naples Global Advisors
Florida
$4.85M -$477K -9,700 -9%
CPIG
63
Chicago Partners Investment Group
Illinois
$4.51M +$695K +14,134 +18%
RC
64
Roundview Capital
New Jersey
$4.49M -$215K -4,378 -5%
AT
65
American Trust
Kentucky
$4.33M +$616K +12,531 +17%
SIC
66
Salem Investment Counselors
North Carolina
$4.27M +$768K +15,622 +22%
BFG
67
Bouchey Financial Group
New York
$4.19M -$1.5M -30,586 -26%
BFA
68
BBJS Financial Advisors
Washington
$4.13M -$1.22M -24,734 -23%
AR
69
Advisory Research
Illinois
$4.11M +$801K +16,275 +24%
MPIA
70
Mountain Pacific Investment Advisers
Idaho
$4.11M -$99.6K -2,025 -2%
LBC
71
Lowe Brockenbrough & Co
Virginia
$4.02M +$1.98M +40,268 +97%
LGA
72
Lebenthal Global Advisors
New York
$3.97M -$5.41M -109,888 -58%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$3.94M -$756K -15,360 -16%
AWM
74
Aberdeen Wealth Management
Illinois
$3.91M -$555K -11,277 -12%
FFN
75
Focus Financial Network
Minnesota
$3.79M +$645K +13,120 +21%
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