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Vanguard Ultra-Short Bond ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$728M 14,804,422 +10,463,800 +241%
WBG
2
Wharton Business Group
Pennsylvania
$213M 4,327,794 +2,545,220 +143%
BTI
3
Blue Trust Inc
Georgia
$67.2M 1,366,980 +533,785 +64%
AW
4
Avion Wealth
Texas
$54M 1,098,528 -27,116 -2%
KCM
5
Kathmere Capital Management
Pennsylvania
$50.2M 1,019,654 +75,103 +8%
Jane Street
6
Jane Street
New York
$45.8M 931,339 +812,119 +681%
CFO
7
Colony Family Offices
North Carolina
$42.2M 856,950 +41,722 +5%
Renaissance Technologies
8
Renaissance Technologies
New York
$40.9M 832,173 +205,316 +33%
PCFFS
9
Pacific Center for Financial Services
California
$37.5M 761,788 -7,733 -1%
GSAM
10
Grant Street Asset Management
Pennsylvania
$36.9M 750,945 -250,162 -25%
LPL Financial
11
LPL Financial
California
$29.5M 599,486 +355,056 +145%
KOC
12
Koss-Olinger Consulting
Florida
$25.5M 519,014 +519,014 New
Wells Fargo
13
Wells Fargo
California
$24.9M 507,100 +495,471 +4,261%
SFG
14
StrategIQ Financial Group
Indiana
$21.5M 437,061 +51,306 +13%
FA
15
Fortis Advisors
Pennsylvania
$21.2M 430,198 +40,964 +11%
ICG
16
InterOcean Capital Group
Tennessee
$20.7M 420,286 -20,704 -5%
PI
17
Parkside Investments
Illinois
$15.3M 311,500 +311,500 New
CAL
18
Capital Analysts LLC
Pennsylvania
$14.9M 303,228 +213,276 +237%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$14.4M 291,902 +92,535 +46%
TA
20
TruWealth Advisors
Louisiana
$14.3M 291,238 +4,094 +1%
HKAM
21
Horizon Kinetics Asset Management
New York
$13.7M 278,252 -27,215 -9%
RWI
22
Red Wave Investments
Pennsylvania
$12.4M 251,350 +43,039 +21%
RCG
23
Regatta Capital Group
California
$11.9M 240,987 +240,987 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$11.6M 235,010 -5,474 -2%
FMP
25
Financial Management Professionals
Texas
$11.1M 225,054 -111,864 -33%