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Vanguard Ultra-Short Bond ETF
VUSB

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 %
BCWM
126
Bartlett & Co Wealth Management
Ohio
$1.23M -$41.3K -840 -3%
BC
127
Bartlett & Co
Ohio
$1.23M -$41.3K -840 -3%
MFS
128
Madrona Financial Services
Washington
$1.22M +$176K +3,578 +17%
DWT
129
Dorsey & Whitney Trust
South Dakota
$1.19M -$2.44M -49,624 -67%
WA
130
WBH Advisory
Maryland
$1.16M -$398K -8,095 -26%
WCWM
131
Willow Creek Wealth Management
California
$1.16M -$274K -5,579 -19%
GIA
132
Gladstone Institutional Advisory
Florida
$1.14M -$7.87K -160 -0.7%
RRCM
133
Rappaport Reiches Capital Management
Illinois
$1.12M -$278K -5,647 -20%
HSA
134
HBK Sorce Advisory
Pennsylvania
$1.11M -$798K -16,218 -42%
KPWS
135
Kestra Private Wealth Services
Texas
$1.11M +$138K +2,798 +14%
AC
136
Apella Capital
Connecticut
$1.07M -$36K -731 -3%
WMG
137
WESCAP Management Group
California
$1.06M +$14K +285 +1%
CTFG
138
Capstone Triton Financial Group
Oklahoma
$1.04M – – –
Morgan Stanley
139
Morgan Stanley
New York
$1.04M +$713K +14,494 +221%
CAM
140
Cresset Asset Management
Illinois
$1.03M +$11.8K +239 +1%
SPIA
141
Steward Partners Investment Advisory
New York
$1.03M -$50.9K -1,034 -5%
PAG
142
Private Advisor Group
New Jersey
$1.01M +$393K +7,980 +63%
CFS
143
CGC Financial Services
Oregon
$1M -$332K -6,746 -25%
AC
144
AWM Capital
Arizona
$982K +$982K +19,959 New
LAM
145
Lakewood Asset Management
Illinois
$979K +$38.7K +786 +4%
MWM
146
Modera Wealth Management
New Jersey
$962K +$22K +447 +2%
KFC
147
Klingenstein Fields & Co
New York
$950K -$54.2K -1,102 -5%
GCA
148
Gradient Capital Advisors
California
$926K -$143K -2,904 -13%
CG
149
Colony Group
Massachusetts
$925K -$294K -5,972 -24%
TIAA Trust, National Association
150
TIAA Trust, National Association
North Carolina
$908K +$908K +18,469 New
4 5
6
7 8