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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 %
PGFC
101
Peapack-Gladstone Financial Corp
New Jersey
$1.97M -$285K -5,800 -13%
CCG
102
Chatham Capital Group
Georgia
$1.95M +$1.06M +21,500 +119%
HIA
103
HTG Investment Advisors
Connecticut
$1.94M +$169K +3,435 +10%
CFA
104
CWS Financial Advisors
Michigan
$1.9M -$318K -6,456 -14%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$1.88M +$793K +16,128 +73%
HighTower Advisors
106
HighTower Advisors
Illinois
$1.87M -$305K -6,210 -14%
MWM
107
MorganRosel Wealth Management
Colorado
$1.86M +$42.8K +871 +2%
USCWA
108
U.S. Capital Wealth Advisors
Texas
$1.85M +$1.41M +28,726 +323%
NWM
109
Northwest Wealth Management
Iowa
$1.84M -$113K -2,291 -6%
AL
110
Aspiriant LLC
California
$1.82M +$421K +8,553 +30%
Bank of America
111
Bank of America
North Carolina
$1.82M +$1.82M +36,910 New
CFA
112
Cahill Financial Advisors
Minnesota
$1.79M +$5.26K +107 +0.3%
CPWM
113
Cypress Point Wealth Management
Texas
$1.79M -$138K -2,810 -7%
JGCM
114
Joseph Group Capital Management
Ohio
$1.73M +$303K +6,159 +21%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$1.62M – – –
LFA
116
Landmark Financial Advisors
Kentucky
$1.6M -$655K -13,315 -29%
EBA
117
Eagle Bay Advisors
New York
$1.57M +$1.31M +26,716 +515%
IA
118
IFG Advisory
Georgia
$1.53M +$1.53M +31,020 New
VFP
119
Verus Financial Partners
Virginia
$1.49M -$376K -7,656 -20%
First Manhattan
120
First Manhattan
New York
$1.46M – – –
BA
121
Ballew Advisors
Mississippi
$1.33M +$75.6K +1,541 +6%
CF
122
Convergence Financial
Missouri
$1.32M +$1.32M +26,883 New
MCM
123
Manchester Capital Management
Vermont
$1.27M -$15.3M -310,842 -92%
BFIM
124
Beese Fulmer Investment Management
Ohio
$1.25M -$1.97K -40 -0.2%
TWM
125
TriaGen Wealth Management
California
$1.23M -$59.4K -1,208 -5%
3 4
5
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