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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 %
WA
76
WBH Advisory
Maryland
$865K +$576K +11,491 +200%
SCM
77
SOL Capital Management
Maryland
$847K +$376K +7,500 +80%
BCM
78
Birch Capital Management
Texas
$833K +$833K +16,608 New
BAM
79
Belpointe Asset Management
Nevada
$792K +$395K +7,868 +99%
WMA
80
Wealth Management Associates
New Jersey
$780K +$303K +6,050 +64%
KMWM
81
Keudell/Morrison Wealth Management
Oregon
$726K +$726K +14,485 New
PCFFS
82
Pacific Center for Financial Services
California
$622K +$293K +5,846 +89%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$622K +$622K +12,400 New
EA
84
Eclectic Associates
California
$620K +$620K +12,371 New
NL
85
NVWM LLC
Pennsylvania
$607K +$607K +12,113 New
MPIA
86
Mountain Pacific Investment Advisers
Idaho
$601K +$251K +5,000 +72%
TWM
87
TriaGen Wealth Management
California
$579K +$579K +11,544 New
CFS
88
CRA Financial Services
New Jersey
$566K – – –
DC
89
Davenport & Co
Virginia
$542K – – –
BAAM
90
Baker Avenue Asset Management
California
$500K +$500K +9,980 New
SWA
91
Sax Wealth Advisors
New Jersey
$457K +$457K +9,105 New
OIA
92
OneDigital Investment Advisors
Kansas
$450K +$450K +8,978 New
FMW
93
Farr Miller & Washington
District of Columbia
$449K +$12.5K +250 +3%
NEPWA
94
New England Private Wealth Advisors
Massachusetts
$400K +$400K +7,976 New
NEWAS
95
N.E.W. Advisory Services
Wisconsin
$384K +$384K +7,668 New
NB
96
Nicolet Bankshares
Wisconsin
$377K +$377K +7,510 New
LBC
97
Lowe Brockenbrough & Co
Virginia
$375K +$375K +7,485 New
WCWM
98
Willow Creek Wealth Management
California
$370K +$370K +7,381 New
BDFN
99
Bond & Devick Financial Network
Minnesota
$363K +$363K +7,249 New
BF
100
BOK Financial
Oklahoma
$352K +$352K +7,013 New
2 3
4
5 6