VUSB icon

Vanguard Ultra-Short Bond ETF
VUSB

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 %
HSA
101
HBK Sorce Advisory
Pennsylvania
$1.91M -$179K -3,639 -9%
VFP
102
Verus Financial Partners
Virginia
$1.87M -$717K -14,592 -28%
MWM
103
MorganRosel Wealth Management
Colorado
$1.81M +$61.2K +1,245 +3%
Citadel Advisors
104
Citadel Advisors
Florida
$1.79M +$1.79M +36,447 New
CFA
105
Cahill Financial Advisors
Minnesota
$1.79M +$453K +9,218 +34%
HIA
106
HTG Investment Advisors
Connecticut
$1.77M +$149K +3,030 +9%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$1.62M +$73.7K +1,500 +5%
WA
108
WBH Advisory
Maryland
$1.56M -$334K -6,802 -18%
SCM
109
SOL Capital Management
Maryland
$1.48M +$1.14M +23,100 +330%
First Manhattan
110
First Manhattan
New York
$1.46M +$1.46M +29,725 New
WCWM
111
Willow Creek Wealth Management
California
$1.44M +$762K +15,506 +113%
JGCM
112
Joseph Group Capital Management
Ohio
$1.42M +$126K +2,555 +10%
AL
113
Aspiriant LLC
California
$1.4M -$569K -11,573 -29%
RRCM
114
Rappaport Reiches Capital Management
Illinois
$1.39M -$324K -6,592 -19%
TNA
115
True North Advisors
Texas
$1.37M +$1.37M +27,880 New
NCM
116
Nelson Capital Management
California
$1.35M -$3.99M -81,092 -75%
CFS
117
CGC Financial Services
Oregon
$1.33M +$1.33M +27,116 New
AT
118
Arden Trust
Delaware
$1.33M – – –
AF
119
Allworth Financial
California
$1.31M -$1.44M -29,199 -52%
TWM
120
TriaGen Wealth Management
California
$1.29M -$2.31M -47,014 -64%
BC
121
Bartlett & Co
Ohio
$1.27M -$60K -1,220 -5%
BCWM
122
Bartlett & Co Wealth Management
Ohio
$1.27M -$60K -1,220 -5%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$1.26M -$7.49M -152,401 -86%
BA
124
Ballew Advisors
Mississippi
$1.25M – – –
BFIM
125
Beese Fulmer Investment Management
Ohio
$1.25M -$255K -5,190 -17%
3 4
5
6 7