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Vanguard Ultra-Short Bond ETF

176 hedge funds and large institutions have $1.06B invested in Vanguard Ultra-Short Bond ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 53 reducing their positions, and 26 closing their positions.

Holders
176
Holders Change
+5
Holders Change %
+2.92%
% of All Funds
2.79%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
34
Increased
66
Reduced
53
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WBG
1
Wharton Business Group
Pennsylvania
$226M 4,583,342 +1,318,605 +40%
TA
2
TruWealth Advisors
Louisiana
$104M 2,112,923 +2,112,923 New
Bank of New York Mellon
3
Bank of New York Mellon
New York
$97.6M 1,975,838 +1,975,838 New
AIA
4
Angeles Investment Advisors
California
$69M 1,397,310 +430,990 +45%
PCFFS
5
Pacific Center for Financial Services
California
$33.9M 685,364 +667,274 +3,689%
FSA
6
Financial Sense Advisors
California
$33.9M 685,364 +685,364 New
Neuberger Berman Group
7
Neuberger Berman Group
New York
$33.1M 669,415 -67,044 -9%
KCM
8
Kathmere Capital Management
Pennsylvania
$29.9M 605,511 +605,511 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$22.7M 459,634 +431,364 +1,526%
KOC
10
Koss-Olinger Consulting
Florida
$19.8M 401,315 +40,326 +11%
NGA
11
Naples Global Advisors
Florida
$19.4M 392,925 -4,600 -1%
AW
12
Avion Wealth
Texas
$15.6M 315,832 +131,902 +72%
SAM
13
SP Asset Management
California
$15.5M 314,055 -77,128 -20%
CISOA
14
Capital Investment Services of America
Wisconsin
$15.3M 307,073
FBA
15
Front Barnett Associates
Illinois
$14.4M 292,475 +8,785 +3%
BFG
16
Bouchey Financial Group
New York
$13.2M 267,104 +267,104 New
NCM
17
Nelson Capital Management
California
$12M 243,162 +63,182 +35%
NCM
18
Northwest Capital Management
Oregon
$11.3M 229,078 -800 -0.3%
TCM
19
TD Capital Management
Tennessee
$10.8M 217,753 +1,295 +0.6%
JWBC
20
John W. Brooker & Co
California
$10.5M 211,789 -8,672 -4%
TYCC
21
Texas Yale Capital Corp
Florida
$9.63M 195,020 +30,905 +19%
Mariner
22
Mariner
Kansas
$8.01M 162,178 +104,665 +182%
LFP
23
Leeward Financial Partners
Washington
$7.85M 158,948 +135,958 +591%
RBC
24
Roble Belko & Company
Pennsylvania
$7.84M 158,753 -322,142 -67%
NL
25
NVWM LLC
Pennsylvania
$7.65M 154,877 +40,580 +36%