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Vanguard Ultra-Short Bond ETF

222 hedge funds and large institutions have $1.23B invested in Vanguard Ultra-Short Bond ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 58 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+46
Holders Change %
+26.14%
% of All Funds
3.75%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.51%
New
69
Increased
58
Reduced
72
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
151
Sax Wealth Advisors
New Jersey
$431K +$10.4K +212 +2%
DC
152
Davenport & Co
Virginia
$428K +$103K +2,090 +32%
CA
153
CGN Advisors
Kansas
$428K +$428K +8,708 New
TNA
154
True North Advisors
Texas
$412K -$549K -11,165 -57%
ME
155
McIlrath & Eck
Washington
$410K -$162K -3,284 -28%
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$410K +$410K +8,326 New
FFG
157
Fullen Financial Group
Ohio
$400K +$184K +3,733 +85%
BDFN
158
Bond & Devick Financial Network
Minnesota
$392K
BBA
159
BLB&B Advisors
Pennsylvania
$389K -$52.8K -1,074 -12%
Truist Financial
160
Truist Financial
North Carolina
$385K +$385K +7,827 New
Envestnet Asset Management
161
Envestnet Asset Management
Illinois
$381K +$381K +7,754 New
NEWAS
162
N.E.W. Advisory Services
Wisconsin
$377K +$377K +7,666 New
AL
163
Aspiriant LLC
California
$369K +$369K +7,505 New
SG
164
Strid Group
Pennsylvania
$367K -$20.2K -411 -5%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$353K +$279K +5,676 +378%
ECM
166
Evergreen Capital Management
Washington
$344K +$344K +7,000 New
Morgan Stanley
167
Morgan Stanley
New York
$339K +$312K +6,344 +1,173%
CPWMP
168
Cardinal Point Wealth Management Partners
California
$333K
CBB
169
Citizens Business Bank
California
$329K +$34.9K +710 +12%
MPAM
170
Murphy Pohlad Asset Management
Minnesota
$324K +$37.1K +756 +13%
CRC
171
Curi RMB Capital
Illinois
$323K +$323K +6,574 New
RWA
172
RGT Wealth Advisors
Texas
$320K -$95.6K -1,942 -23%
PS
173
Portfolio Solutions
Michigan
$298K +$298K +6,066 New
BWM
174
BlackDiamond Wealth Management
New York
$294K -$20.1K -409 -6%
TSS
175
Two Sigma Securities
New York
$274K +$274K +5,578 New