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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 %
KDA
151
Kraft Davis & Associates
Missouri
$900K – – –
RVPG
152
Relative Value Partners Group
$886K – – –
SAM
153
Summit Asset Management
Tennessee
$882K – – –
CIC
154
Cutler Investment Counsel
Oregon
$876K -$266K -5,412 -23%
WA
155
Waverly Advisors
Alabama
$874K -$101K -2,050 -10%
SCM
156
SOL Capital Management
Maryland
$866K -$615K -12,500 -42%
AC
157
Applied Capital
Arkansas
$855K +$855K +17,382 New
AC
158
Anson Capital
Georgia
$821K +$55.5K +1,129 +7%
OIA
159
OneDigital Investment Advisors
Kansas
$817K +$590 +12 +0.1%
SIS
160
Strategic Investment Solutions
Illinois
$811K +$811K +16,502 New
BSW
161
Buckingham Strategic Wealth
Missouri
$790K -$60.7K -1,233 -7%
RWM
162
Ruedi Wealth Management
Illinois
$776K +$8.85K +180 +1%
CFO
163
CVA Family Office
Colorado
$763K – – –
PAM
164
Peak Asset Management
Colorado
$755K -$138K -2,796 -15%
CPA
165
Cardiff Park Advisors
California
$705K -$342K -6,948 -33%
LC
166
Lavaca Capital
Texas
$685K +$7.82K +159 +1%
AWS
167
Atria Wealth Solutions
New York
$682K +$95.5K +1,942 +16%
KAS
168
Kestra Advisory Services
Texas
$673K -$183K -3,719 -21%
CWA
169
Core Wealth Advisors
Florida
$673K +$50K +1,016 +8%
LA
170
Latitude Advisors
Florida
$666K – – –
AT
171
Arden Trust
Delaware
$661K -$666K -13,549 -50%
PWPS
172
Pinnacle Wealth Planning Services
Ohio
$638K +$6.44K +131 +1%
CFGSD
173
Compass Financial Group (South Dakota)
South Dakota
$634K +$53.7K +1,091 +9%
CJFS
174
Coulter & Justus Financial Services
Tennessee
$609K +$3.54K +72 +0.6%
M&T Bank
175
M&T Bank
New York
$588K +$588K +11,945 New
5 6
7
8 9