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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 %
MWM
101
MorganRosel Wealth Management
Colorado
$2.04M +$175K +3,545 +9%
NCM
102
New Capital Management
Texas
$2.01M -$2.91M -58,900 -59%
RBC
103
Roble Belko & Company
Pennsylvania
$2.01M -$7.96M -160,918 -80%
CFGF
104
Compass Financial Group (Florida)
Florida
$1.99M -$1.24K -25 -0.1%
CCG
105
Chatham Capital Group
Georgia
$1.94M -$17.3K -350 -0.9%
HighTower Advisors
106
HighTower Advisors
Illinois
$1.88M +$8.05K +163 +0.4%
AC
107
Applied Capital
Arkansas
$1.81M +$947K +19,155 +110%
CFA
108
Cahill Financial Advisors
Minnesota
$1.81M +$4.7K +95 +0.3%
USCWA
109
U.S. Capital Wealth Advisors
Texas
$1.76M -$95.7K -1,935 -5%
AL
110
Aspiriant LLC
California
$1.74M -$95.2K -1,926 -5%
WA
111
Waverly Advisors
Alabama
$1.72M +$846K +17,115 +96%
Morgan Stanley
112
Morgan Stanley
New York
$1.67M +$632K +12,790 +61%
PGFC
113
Peapack-Gladstone Financial Corp
New Jersey
$1.56M -$420K -8,490 -21%
NWM
114
Northwest Wealth Management
Iowa
$1.54M -$310K -6,264 -17%
BCA
115
Ballentine Capital Advisors
South Carolina
$1.48M +$1.48M +30,041 New
MSWMA
116
Market Street Wealth Management Advisors
Indiana
$1.46M +$1.46M +29,489 New
BAM
117
Belpointe Asset Management
Nevada
$1.45M -$691K -13,971 -32%
VFP
118
Verus Financial Partners
Virginia
$1.44M -$73.4K -1,480 -5%
CFA
119
CWS Financial Advisors
Michigan
$1.43M -$487K -9,846 -25%
DJSG
120
D.J. St. Germain
Massachusetts
$1.39M +$1.36M +27,542 +4,135%
BA
121
Ballew Advisors
Mississippi
$1.39M +$43.2K +872 +3%
ODA
122
One Degree Advisors
California
$1.36M +$1.36M +27,479 New
BFIM
123
Beese Fulmer Investment Management
Ohio
$1.32M +$71.7K +1,450 +6%
KPWS
124
Kestra Private Wealth Services
Texas
$1.31M +$194K +3,927 +17%
WCWM
125
Willow Creek Wealth Management
California
$1.27M +$102K +2,066 +9%
3 4
5
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