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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 %
CCM
176
Coldstream Capital Management
Washington
$272K -$21.9K -445 -7%
BCP
177
Berkeley Capital Partners
Georgia
$265K +$2.55K +52 +1%
WMG
178
WESCAP Management Group
California
$250K -$356K -7,249 -59%
EWA
179
Exencial Wealth Advisors
Oklahoma
$249K -$91.5K -1,862 -27%
EHC
180
Everett Harris & Co
California
$248K -$614K -12,500 -71%
SFA
181
Sequoia Financial Advisors
Ohio
$246K
HL
182
HeadInvest LLC
Maine
$246K
TWP
183
TFO Wealth Partners
Ohio
$245K -$340K -6,897 -58%
MBT
184
Montecito Bank & Trust
California
$239K +$239K +4,863 New
RI
185
Rinkey Investments
California
$239K +$239K +4,866 New
CAWM
186
Capital Advisors Wealth Management
Washington
$221K
CYG
187
Clean Yield Group
Vermont
$211K +$211K +4,295 New
MA
188
MAS Advisors
Florida
$209K
NA
189
NewEdge Advisors
Louisiana
$209K +$209K +4,250 New
DC
190
Darrow Company
Massachusetts
$188K +$188K +3,841 New
AF
191
Allworth Financial
California
$165K -$46K -936 -22%
SJIA
192
St. James Investment Advisors
New York
$150K +$150K +3,054 New
APA
193
American Portfolios Advisors
New York
$124K +$35.1K +714 +39%
TFM
194
TFC Financial Management
Massachusetts
$120K +$120K +2,430 New
CWP
195
Concord Wealth Partners
Virginia
$99K +$99K +2,010 New
CB
196
Community Bank
New York
$98K
HWA
197
Heritage Wealth Advisors
Virginia
$98K +$98K +2,000 New
CAM
198
Chandler Asset Management
California
$90.8K -$42.3K -860 -32%
AWM
199
AllSquare Wealth Management
New York
$89K
AA
200
Ancora Advisors
Ohio
$52K