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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 %
TCM
76
TD Capital Management
Tennessee
$3.35M -$1.58M -32,014 -32%
SWMG
77
Signature Wealth Management Group
Georgia
$3.2M +$3.2M +64,647 New
KDA
78
Kraft Davis & Associates
Missouri
$3.17M +$2.26M +45,596 +248%
CISOA
79
Capital Investment Services of America
Wisconsin
$3.12M -$1.79M -36,120 -36%
PHAM
80
Palisades Hudson Asset Management
Florida
$2.97M +$59.2K +1,198 +2%
VA
81
Valmark Advisers
Ohio
$2.88M -$4.3K -87 -0.1%
TYCC
82
Texas Yale Capital Corp
Florida
$2.82M – – –
BFA
83
BBJS Financial Advisors
Washington
$2.72M -$1.43M -28,987 -35%
KP
84
Kitching Partners
Pennsylvania
$2.68M +$2.68M +54,190 New
PD
85
Planning Directions
Pennsylvania
$2.53M -$160K -3,244 -6%
ACM
86
ADAR1 Capital Management
Texas
$2.48M +$2.48M +50,206 New
AA
87
Axiom Advisory
California
$2.48M +$33.8K +684 +1%
TA
88
TruWealth Advisors
Louisiana
$2.46M -$11.9M -241,475 -83%
HIA
89
HTG Investment Advisors
Connecticut
$2.44M +$491K +9,928 +25%
SIS
90
Strategic Investment Solutions
Illinois
$2.4M +$1.59M +32,090 +194%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$2.39M +$503K +10,172 +27%
AWE
92
Avidian Wealth Enterprises
Texas
$2.36M -$65.7K -1,329 -3%
WJA
93
Willis Johnson & Associates
Texas
$2.31M -$1.09M -22,015 -32%
MCM
94
MontVue Capital Management
Virginia
$2.25M +$2.25M +45,523 New
EIC
95
Equity Investment Corp
Georgia
$2.24M -$1.48M -29,880 -40%
JGCM
96
Joseph Group Capital Management
Ohio
$2.22M +$486K +9,821 +28%
CTA
97
Chesley Taft & Associates
Illinois
$2.21M +$1.88K +38 +0.1%
LFP
98
Leeward Financial Partners
Washington
$2.18M +$3.16K +64 +0.1%
AAS
99
Ameritas Advisory Services
Nebraska
$2.17M -$418K -8,461 -16%
HAS
100
HBW Advisory Services
California
$2.14M -$26.4K -534 -1%
2 3
4
5 6