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Vanguard Ultra-Short Bond ETF
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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 %
CS
126
Capital Square
Tennessee
$1.22M -$4.62K -94 -0.4%
CG
127
Colony Group
Massachusetts
$1.22M +$254K +5,164 +26%
FMWA
128
Forvis Mazars Wealth Advisors
Missouri
$1.2M -$900K -18,313 -43%
GIA
129
Gladstone Institutional Advisory
Florida
$1.15M -$6.15K -125 -0.5%
CIC
130
Cutler Investment Counsel
Oregon
$1.14M -$366K -7,450 -24%
AC
131
Apella Capital
Connecticut
$1.1M +$1.1M +22,393 New
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$1.08M +$344K +6,992 +46%
SPIA
133
Steward Partners Investment Advisory
New York
$1.08M +$57K +1,160 +6%
GCA
134
Gradient Capital Advisors
California
$1.07M -$342K -6,953 -24%
MFS
135
Madrona Financial Services
Washington
$1.05M -$136K -2,766 -11%
WMG
136
WESCAP Management Group
California
$1.05M +$39K +794 +4%
CPA
137
Cardiff Park Advisors
California
$1.05M – – –
CTFG
138
Capstone Triton Financial Group
Oklahoma
$1.04M – – –
CAM
139
Cresset Asset Management
Illinois
$1.02M -$842K -17,119 -45%
KFC
140
Klingenstein Fields & Co
New York
$1M +$761K +15,486 +314%
AAS
141
Avantax Advisory Services
Texas
$980K +$76K +1,545 +8%
KPWS
142
Kestra Private Wealth Services
Texas
$975K -$3.01M -61,134 -76%
WA
143
Waverly Advisors
Alabama
$975K -$10.6K -216 -1%
MWM
144
Modera Wealth Management
New Jersey
$939K +$939K +19,111 New
LAM
145
Lakewood Asset Management
Illinois
$939K +$155K +3,157 +20%
CAAS
146
Capital Asset Advisory Services
Michigan
$919K – – –
TF
147
TIAA FSB
Florida
$908K – – –
KDA
148
Kraft Davis & Associates
Missouri
$902K +$902K +18,377 New
PAM
149
Peak Asset Management
Colorado
$892K -$2.61K -53 -0.3%
CCG
150
Chatham Capital Group
Georgia
$891K +$120K +2,450 +16%
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