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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 %
TC
76
TAGStone Capital
North Carolina
$3.39M -$90K -1,830 -3%
FTUS
77
Flow Traders U.S.
New York
$3.36M -$1.23M -24,980 -27%
AR
78
Advisory Research
Illinois
$3.3M +$3.3M +67,200 New
FFN
79
Focus Financial Network
Minnesota
$3.14M +$555K +11,297 +22%
VA
80
Valmark Advisers
Ohio
$3.03M -$45.1K -918 -1%
BAM
81
Beaumont Asset Management
Texas
$2.85M +$2.85M +57,913 New
TYCC
82
Texas Yale Capital Corp
Florida
$2.83M -$59K -1,200 -2%
AFS
83
Annapolis Financial Services
Maryland
$2.74M +$1.01M +20,452 +58%
PHAM
84
Palisades Hudson Asset Management
Florida
$2.72M +$263K +5,356 +11%
AA
85
Axiom Advisory
California
$2.5M +$106K +2,166 +4%
BAM
86
Belpointe Asset Management
Nevada
$2.46M -$1.33M -26,963 -35%
AWE
87
Avidian Wealth Enterprises
Texas
$2.4M +$1.8M +36,713 +305%
PD
88
Planning Directions
Pennsylvania
$2.35M -$224K -4,553 -9%
LFP
89
Leeward Financial Partners
Washington
$2.28M -$3.31M -67,364 -59%
LFA
90
Landmark Financial Advisors
Kentucky
$2.25M -$30.5K -620 -1%
PGFC
91
Peapack-Gladstone Financial Corp
New Jersey
$2.25M +$165K +3,360 +8%
CFA
92
CWS Financial Advisors
Michigan
$2.22M -$843K -17,139 -28%
HighTower Advisors
93
HighTower Advisors
Illinois
$2.17M -$939K -19,128 -30%
CTA
94
Chesley Taft & Associates
Illinois
$2.11M +$309K +6,285 +17%
AFP
95
Ausdal Financial Partners
Iowa
$2.08M +$50.9K +1,036 +3%
HAS
96
HBW Advisory Services
California
$2.08M +$141K +2,868 +7%
LBC
97
Lowe Brockenbrough & Co
Virginia
$2.03M +$1.16M +23,612 +133%
NWM
98
Northwest Wealth Management
Iowa
$1.95M -$135K -2,753 -6%
CFGF
99
Compass Financial Group (Florida)
Florida
$1.93M -$20.2K -410 -1%
CPWM
100
Cypress Point Wealth Management
Texas
$1.93M -$7.96K -162 -0.4%
2 3
4
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