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Vanguard Ultra-Short Bond ETF
VUSB

172 hedge funds and large institutions have $673M invested in Vanguard Ultra-Short Bond ETF in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 68 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

490% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 10

106% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 33

86% more funds holding in top 10

Funds holding in top 10: 7 → 13 (+6)

37% more funds holding

Funds holding: 126 → 172 (+46)

13% more capital invested

Capital invested by funds: $597M → $673M (+$76.5M)

0.1% less ownership

Funds ownership: 34.5% → 34.39% (-0.1%)

Holders
172
Holders Change
+46
Holders Change %
+36.51%
% of All Funds
2.65%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.2%
New
59
Increased
68
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
+$22.3M
2
Jane Street
Jane Street
New York
+$11.5M
3
NGA
Naples Global Advisors
Florida
+$9.58M
4
NCM
Nelson Capital Management
California
+$9M
5
Citadel Advisors
Citadel Advisors
Florida
+$6.95M

Top Sellers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
-$36.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.7M
3
NCM
Northwest Capital Management
Oregon
-$8.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$8.27M
5
RCS
Retirement Capital Strategies
California
-$6.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
WF
26
Welch & Forbes
Massachusetts
$5.32M +$100K +2,000 +2%
SWA
27
Stratos Wealth Advisors
Ohio
$5.31M +$2.65M +53,036 +100%
DHGWA
28
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4.76M +$4.77M +95,337 New
TC
29
TAGStone Capital
North Carolina
$4.59M +$4.6M +91,975 New
GLLW
30
Graves Light Lenhart Wealth
Virginia
$4.47M +$4.48M +89,576 New
CGL
31
Clarius Group LLC
Washington
$4.41M +$671K +13,404 +18%
CFA
32
CWS Financial Advisors
Michigan
$4.26M +$4.27M +85,335 New
RM
33
Resource Management
Louisiana
$4.01M +$616K +12,308 +18%
Creative Planning
34
Creative Planning
Kansas
$3.98M -$659K -13,165 -14%
TF
35
TIAA FSB
Florida
$3.97M +$3.98M +79,500 New
MCM
36
Mengis Capital Management
Oregon
$3.2M +$847K +16,940 +36%
GGS
37
Galvin Gaustad & Stein
Arizona
$3.11M +$1.13M +22,569 +57%
HPC
38
HM Payson & Co
Maine
$3.01M -$1.55M -30,900 -34%
Mariner
39
Mariner
Kansas
$2.87M +$2.88M +57,513 New
CFO
40
CVA Family Office
Colorado
$2.81M +$2.81M +56,171 New
RC
41
Roundview Capital
New Jersey
$2.77M +$728K +14,549 +36%
CIC
42
Cutler Investment Counsel
Oregon
$2.76M +$2.76M +55,200 New
GCA
43
Gradient Capital Advisors
California
$2.67M +$711K +14,209 +36%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.65M -$14.7M -293,895 -85%
PGFC
45
Peapack-Gladstone Financial Corp
New Jersey
$2.56M +$1.94M +38,850 +313%
RRCM
46
Rappaport Reiches Capital Management
Illinois
$2.5M +$1.09M +21,822 +77%
PAM
47
Palisade Asset Management
Minnesota
$2.44M -$271K -5,425 -10%
WJA
48
Willis Johnson & Associates
Texas
$2.4M +$434K +8,670 +22%
VA
49
Valmark Advisers
Ohio
$2.36M +$887K +17,734 +60%
CPWM
50
Cypress Point Wealth Management
Texas
$2.36M -$5.55K -111 -0.2%
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VUSB Hedge Fund Activity: Q4 2021 in Review

172 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q4 2021, worth a combined $673M — up 13% from $597M a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VUSB positions and 10 closed out — a net gain of 49 holders — while 68 added to existing stakes and 33 trimmed.

The largest buyer was Angeles Investment Advisors, adding an estimated $22.3M. The largest seller was Wharton Business Group, cutting an estimated $36.3M.

  • 172 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q4 2021, up from 126 in Q3 2021.
  • Funds reported $673M of Vanguard Ultra-Short Bond ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 59 funds opened new Vanguard Ultra-Short Bond ETF positions in Q4 2021 and 10 closed out, a net change of +49 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q4 2021 was Angeles Investment Advisors, an estimated $22.3M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q4 2021 was Wharton Business Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2021.