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Vanguard Ultra-Short Bond ETF
VUSB

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 %
JIC
101
Joel Isaacson & Co
New York
$351K -$50.1K -1,000 -13%
BMA
102
Brooks Moore & Associates
Tennessee
$315K +$41.9K +835 +15%
BI
103
Berkeley Inc
Idaho
$308K +$40.3K +804 +15%
OMC
104
Old Mission Capital
Illinois
$302K -$1.13M -22,521 -79%
EAM
105
Evanson Asset Management
California
$300K +$300K +5,985 New
MPAM
106
Murphy Pohlad Asset Management
Minnesota
$292K +$57.4K +1,148 +24%
WFA
107
Websterrogers Financial Advisors
South Carolina
$262K +$262K +5,228 New
AF
108
Allworth Financial
California
$248K +$248K +4,947 New
CPWM
109
Cardinal Point Wealth Management
California
$247K +$247K +4,925 New
CAWM
110
Capital Advisors Wealth Management
Washington
$226K – – –
ME
111
McIlrath & Eck
Washington
$226K +$88.2K +1,758 +64%
ICG
112
InterOcean Capital Group
Tennessee
$214K -$320K -6,386 -60%
MAFM
113
Mid Atlantic Financial Management
Pennsylvania
$213K – – –
MWM
114
MorganRosel Wealth Management
Colorado
$210K – – –
RCA
115
Ranch Capital Advisors
Florida
$120K +$120K +2,403 New
PCA
116
Providence Capital Advisors
North Carolina
$116K -$194K -3,873 -63%
UBS Group
117
UBS Group
Switzerland
$105K +$105K +2,088 New
CB
118
Community Bank
New York
$100K – – –
AA
119
Ancora Advisors
Ohio
$94K +$94K +1,869 New
AWM
120
AllSquare Wealth Management
New York
$91K -$3.02K -60 -3%
CFA
121
Carroll Financial Associates
North Carolina
$68K +$68K +1,366 New
OAJ
122
Ogorek Anthony Joseph
New York
$50K – – –
MFA
123
McClarren Financial Advisors
Pennsylvania
$26K +$11.4K +231 +78%
FPB
124
First PREMIER Bank
South Dakota
$25K – – –
PB
125
Pinnacle Bancorp
Nebraska
$10K +$10K +200 New
2 3 4
5
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