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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 %
EIC
76
Equity Investment Corp
Georgia
$3.7M – – –
MFA
77
McClarren Financial Advisors
Pennsylvania
$3.66M -$327K -6,679 -8%
CGL
78
Clarius Group LLC
Washington
$3.41M -$156K -3,168 -4%
TC
79
TAGStone Capital
North Carolina
$3.41M +$17.6K +358 +0.5%
WJA
80
Willis Johnson & Associates
Texas
$3.38M -$3.77M -76,683 -53%
SRC
81
Sage Rhino Capital
California
$3.15M -$435K -8,840 -12%
AFS
82
Annapolis Financial Services
Maryland
$3.1M +$352K +7,156 +13%
PHAM
83
Palisades Hudson Asset Management
Florida
$2.9M +$176K +3,579 +6%
VA
84
Valmark Advisers
Ohio
$2.87M -$162K -3,297 -5%
TYCC
85
Texas Yale Capital Corp
Florida
$2.81M -$23.4K -475 -0.8%
RWA
86
Roberts Wealth Advisors
California
$2.78M +$2.78M +56,662 New
PFS
87
Prospera Financial Services
Texas
$2.75M +$2.75M +55,957 New
FBA
88
Front Barnett Associates
Illinois
$2.74M -$1.58M -32,050 -37%
PD
89
Planning Directions
Pennsylvania
$2.67M +$320K +6,506 +14%
AAS
90
Ameritas Advisory Services
Nebraska
$2.57M +$2.57M +52,322 New
MML Investors Services
91
MML Investors Services
Massachusetts
$2.45M -$2.78M -56,591 -53%
AA
92
Axiom Advisory
California
$2.44M -$66.2K -1,345 -3%
AWE
93
Avidian Wealth Enterprises
Texas
$2.42M +$19.2K +391 +0.8%
CTA
94
Chesley Taft & Associates
Illinois
$2.19M +$79.2K +1,610 +4%
LFP
95
Leeward Financial Partners
Washington
$2.17M -$108K -2,196 -5%
HAS
96
HBW Advisory Services
California
$2.16M +$82.2K +1,671 +4%
BAM
97
Belpointe Asset Management
Nevada
$2.13M -$331K -6,725 -13%
PCIG
98
Partners Capital Investment Group
Massachusetts
$2M +$2M +40,725 New
TA
99
Tiedemann Advisors
New York
$2M +$2M +40,600 New
CFGF
100
Compass Financial Group (Florida)
Florida
$1.98M +$41.2K +837 +2%
2 3
4
5 6