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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 %
AC
51
AlphaCore Capital
California
$5.93M -$1.98M -40,000 -25%
SPIA
52
Steward Partners Investment Advisory
New York
$5.54M +$4.51M +91,154 +437%
AFS
53
Annapolis Financial Services
Maryland
$5.5M +$2.39M +48,291 +77%
SAM
54
SP Asset Management
California
$5.44M +$121K +2,444 +2%
MWA
55
Mills Wealth Advisors
Texas
$5.22M -$119K -2,402 -2%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$5.14M +$49 +1 +0%
NCM
57
Northwest Capital Management
Oregon
$5.14M +$49 +1 +0%
CPIG
58
Chicago Partners Investment Group
Illinois
$5.14M +$587K +11,848 +13%
ZA
59
Zazove Associates
Nevada
$4.94M – – –
Mariner
60
Mariner
Kansas
$4.9M -$254K -5,130 -5%
Creative Planning
61
Creative Planning
Kansas
$4.65M -$996K -20,154 -18%
PHWM
62
Pine Harbor Wealth Management
Maryland
$4.56M +$4.56M +92,157 New
MML Investors Services
63
MML Investors Services
Massachusetts
$4.45M +$1.98M +40,136 +80%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$4.37M +$2.74M +55,394 +168%
AR
65
Advisory Research
Illinois
$4.33M +$201K +4,060 +5%
MPIA
66
Mountain Pacific Investment Advisers
Idaho
$3.94M -$189K -3,826 -5%
MFA
67
McClarren Financial Advisors
Pennsylvania
$3.92M +$228K +4,619 +6%
AWM
68
Aberdeen Wealth Management
Illinois
$3.91M -$10.6K -214 -0.3%
AT
69
American Trust
Kentucky
$3.89M -$465K -9,411 -11%
SIC
70
Salem Investment Counselors
North Carolina
$3.83M -$467K -9,449 -11%
SRC
71
Sage Rhino Capital
California
$3.79M +$629K +12,728 +20%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$3.73M -$229K -4,640 -6%
NGA
73
Naples Global Advisors
Florida
$3.63M -$1.25M -25,200 -26%
BFG
74
Bouchey Financial Group
New York
$3.57M -$646K -13,058 -15%
TC
75
TAGStone Capital
North Carolina
$3.42M -$2.47K -50 -0.1%
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