VUSB icon

Vanguard Ultra-Short Bond ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$213M 4,340,622 +4,340,622 New
WBG
2
Wharton Business Group
Pennsylvania
$87.6M 1,782,574 -2,437,645 -58%
RWM
3
Ritholtz Wealth Management
New York
$68.3M 1,388,511 +55,908 +4%
AW
4
Avion Wealth
Texas
$55.3M 1,125,644 -204,066 -15%
GSAM
5
Grant Street Asset Management
Pennsylvania
$49.2M 1,001,107 +29,804 +3%
KCM
6
Kathmere Capital Management
Pennsylvania
$46.4M 944,551 +115,994 +14%
BTI
7
Blue Trust Inc
Georgia
$41M 833,195 +318,048 +62%
CFO
8
Colony Family Offices
North Carolina
$40.1M 815,228 +532,677 +189%
PCFFS
9
Pacific Center for Financial Services
California
$37.8M 769,521 +3,713 +0.5%
Renaissance Technologies
10
Renaissance Technologies
New York
$30.8M 626,857 -70,343 -10%
ICG
11
InterOcean Capital Group
Tennessee
$21.7M 440,990 +3,429 +0.8%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$20.7M 421,805 -25,808 -6%
FA
13
Fortis Advisors
Pennsylvania
$19.1M 389,234 +1,773 +0.5%
SFG
14
StrategIQ Financial Group
Indiana
$19M 385,755 +10,690 +3%
FMP
15
Financial Management Professionals
Texas
$16.6M 336,918 +41,528 +14%
MCM
16
Manchester Capital Management
Vermont
$16.6M 336,736 -427,287 -56%
HKAM
17
Horizon Kinetics Asset Management
New York
$15M 305,467 +5,679 +2%
TA
18
TruWealth Advisors
Louisiana
$14.1M 287,144 -1,314,753 -82%
WFA
19
Websterrogers Financial Advisors
South Carolina
$14M 285,722 +9,521 +3%
LPL Financial
20
LPL Financial
California
$12M 244,430 +10,120 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$11.8M 240,484 -410,157 -63%
Creative Planning
22
Creative Planning
Kansas
$11.7M 236,997 -60,135 -20%
RWI
23
Red Wave Investments
Pennsylvania
$10.2M 208,311 +24,977 +14%
BCA
24
Bray Capital Advisors
Florida
$10.2M 206,475 +1,225 +0.6%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$9.8M 199,367 +184,712 +1,260%