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Vanguard Ultra-Short Bond ETF
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Overview Fund Activity

126 hedge funds and large institutions have $597M invested in Vanguard Ultra-Short Bond ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 47 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+50
Holders Change %
+65.79%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
56
Increased
47
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WBG
Wharton Business Group
Pennsylvania
$200M
2
RBC
Roble Belko & Company
Pennsylvania
$23.4M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$32.1M
4
SAM
SP Asset Management
California
$17M
5
KOC
Koss-Olinger Consulting
Florida
$17.3M

Top Sellers

1
Jane Street
Jane Street
New York
$948K
2
Creative Planning
Creative Planning
Kansas
$4.66M
3
AIA
Angeles Investment Advisors
California
$26.1M
4
CGL
Clarius Group LLC
Washington
$3.75M
5
Citadel Advisors
Citadel Advisors
Florida
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$4.66M -$3.63M -72,361 -44%
HPC
27
HM Payson & Co
Maine
$4.57M +$1.41M +28,205 +45%
PWW
28
Pettyjohn Wood & White
Virginia
$4.44M +$3.64M +72,600 +457%
CGL
29
Clarius Group LLC
Washington
$3.75M -$2.41M -48,136 -39%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$3.59M +$3.59M +71,671 New
RM
31
Resource Management
Louisiana
$3.41M +$3.41M +68,051 New
PAM
32
Palisade Asset Management
Minnesota
$2.72M +$2.72M +54,182 New
SWA
33
Stratos Wealth Advisors
Ohio
$2.67M +$2.67M +53,232 New
Stifel Financial
34
Stifel Financial
Missouri
$2.62M +$2.62M +52,236 New
LPL Financial
35
LPL Financial
California
$2.58M +$2.58M +51,465 New
BBA
36
BLB&B Advisors
Pennsylvania
$2.54M +$2.54M +50,714 New
CPWM
37
Cypress Point Wealth Management
Texas
$2.37M +$1.51M +30,161 +175%
MCM
38
Mengis Capital Management
Oregon
$2.36M +$1.23M +24,625 +109%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.35M +$1.28M +25,445 +118%
Citadel Advisors
40
Citadel Advisors
Florida
$2.31M -$2.14M -42,745 -48%
MOS
41
MGO One Seven
Ohio
$2.15M +$2.15M +42,980 New
BWA
42
BlueSky Wealth Advisors
North Carolina
$2.14M -$163K -3,243 -7%
FM
43
Foster & Motley
Ohio
$2.12M +$318K +6,334 +18%
RC
44
Roundview Capital
New Jersey
$2.05M +$39.9K +796 +2%
CFGF
45
Compass Financial Group (Florida)
Florida
$2.02M +$2.02M +40,278 New
GGS
46
Galvin Gaustad & Stein
Arizona
$1.99M +$1.26M +25,108 +172%
WIC
47
Whitegate Investment Counselors
New Hampshire
$1.97M +$774K +15,425 +65%
WJA
48
Willis Johnson & Associates
Texas
$1.97M +$1.97M +39,295 New
GCA
49
Gradient Capital Advisors
California
$1.97M +$1.44M +28,807 +277%
NA
50
Nottingham Advisors
New York
$1.82M +$1.82M +36,327 New
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