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Vanguard Ultra-Short Bond ETF
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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
+$515M
2
WBG
Wharton Business Group
Pennsylvania
+$125M
3
Jane Street
Jane Street
New York
+$39.9M
4
BTI
Blue Trust Inc
Georgia
+$26.2M
5
KOC
Koss-Olinger Consulting
Florida
+$25.5M

Top Sellers

1
RWM
Ritholtz Wealth Management
New York
-$68.3M
2
MCM
Manchester Capital Management
Vermont
-$15.3M
3
GSAM
Grant Street Asset Management
Pennsylvania
-$12.3M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$12.2M
5
Creative Planning
Creative Planning
Kansas
-$6.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNT
176
First National Trust
Pennsylvania
$585K +$585K +11,899 New
LWM
177
Laidlaw Wealth Management
New York
$566K +$566K +11,498 New
SIC
178
SJS Investment Consulting
Ohio
$559K -$97K -1,972 -15%
NCM
179
Nelson Capital Management
California
$548K -$800K -16,266 -59%
FP
180
Financial Perspectives
Minnesota
$542K – – –
KP
181
Keel Point
Alabama
$530K +$3.25K +66 +0.6%
RI
182
Rinkey Investments
California
$528K +$16.3K +332 +3%
GGS
183
Galvin Gaustad & Stein
Arizona
$519K -$219K -4,451 -30%
IGWM
184
ICA Group Wealth Management
Colorado
$517K +$113K +2,305 +28%
FA
185
Fountainhead AM
New Jersey
$501K +$501K +10,182 New
GA
186
Greenspring Advisors
Maryland
$499K – – –
RIA
187
Regal Investment Advisors
Michigan
$485K +$49 +1 +0%
WP
188
WealthSource Partners
California
$475K -$3.15K -64 -0.7%
AF
189
Apexium Financial
Texas
$469K +$26.1K +531 +6%
FMWA
190
Forvis Mazars Wealth Advisors
Missouri
$467K -$729K -14,824 -61%
AF
191
Allworth Financial
California
$463K -$849K -17,261 -65%
CA
192
Cetera Advisors
Colorado
$460K +$117K +2,381 +34%
BCM
193
Brookstone Capital Management
Illinois
$459K +$84.3K +1,717 +22%
PA
194
PFG Advisors
Arizona
$457K -$24.9K -506 -5%
B
195
Bridgeworth
Alabama
$446K -$3.47M -70,489 -89%
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$445K -$240K -4,871 -35%
WAM
197
WNY Asset Management
New York
$423K +$590 +12 +0.1%
AFG
198
Allegheny Financial Group
Pennsylvania
$407K +$407K +8,279 New
WHG
199
Westwood Holdings Group
Texas
$404K – – –
FCIM
200
Fairview Capital Investment Management
California
$403K -$24.6K -500 -6%
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