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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 %
RVPG
151
Relative Value Partners Group
$886K – – –
SAM
152
Summit Asset Management
Tennessee
$881K – – –
KAS
153
Kestra Advisory Services
Texas
$856K +$48K +977 +6%
FPCP
154
Fort Point Capital Partners
California
$853K – – –
BSW
155
Buckingham Strategic Wealth
Missouri
$850K +$69.1K +1,406 +9%
OIA
156
OneDigital Investment Advisors
Kansas
$816K +$250K +5,091 +44%
RWM
157
Ruedi Wealth Management
Illinois
$767K +$7.92K +161 +1%
AC
158
Anson Capital
Georgia
$765K +$416K +8,453 +119%
CFO
159
CVA Family Office
Colorado
$762K -$322K -6,543 -30%
GGS
160
Galvin Gaustad & Stein
Arizona
$737K -$38.2K -777 -5%
MOS
161
MGO One Seven
Ohio
$717K -$50.8K -1,034 -7%
LIG
162
Lokken Investment Group
Delaware
$697K +$307K +6,248 +79%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$684K -$105K -2,142 -13%
LC
164
Lavaca Capital
Texas
$677K +$677K +13,768 New
LA
165
Latitude Advisors
Florida
$665K +$94.7K +1,927 +17%
SIC
166
SJS Investment Consulting
Ohio
$655K -$856K -17,409 -57%
PWPS
167
Pinnacle Wealth Planning Services
Ohio
$631K +$20.2K +411 +3%
CWA
168
Core Wealth Advisors
Florida
$622K +$159K +3,240 +34%
PAG
169
Private Advisor Group
New Jersey
$621K +$621K +12,613 New
CJFS
170
Coulter & Justus Financial Services
Tennessee
$605K -$37.2K -756 -6%
Betterment LLC
171
Betterment LLC
New York
$588K -$1.95M -39,646 -77%
AWS
172
Atria Wealth Solutions
New York
$586K +$586K +11,926 New
CFGSD
173
Compass Financial Group (South Dakota)
South Dakota
$580K -$191K -3,886 -25%
Wells Fargo
174
Wells Fargo
California
$572K +$572K +11,629 New
FP
175
Financial Perspectives
Minnesota
$542K +$50K +1,017 +10%
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7
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