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Vanguard Ultra-Short Bond ETF
VUSB

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

1,300% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 4

292% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 12

252% more capital invested

Capital invested by funds: $170M → $597M (+$427M)

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

66% more funds holding

Funds holding: 76 → 126 (+50)

16.74% more ownership

Funds ownership: 17.76% → 34.5% (+17%)

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

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
+$200M
2
RBC
Roble Belko & Company
Pennsylvania
+$21.9M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$18.3M
4
SAM
SP Asset Management
California
+$17.1M
5
KOC
Koss-Olinger Consulting
Florida
+$16.3M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.96M
2
Creative Planning
Creative Planning
Kansas
-$3.63M
3
AIA
Angeles Investment Advisors
California
-$2.52M
4
CGL
Clarius Group LLC
Washington
-$2.41M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
LAI
51
Legal Advantage Investments
California
$1.71M +$1.7M +34,000 New
BAM
52
Baldrige Asset Management
Pennsylvania
$1.66M +$1.01M +20,121 +154%
ECM
53
Elgethun Capital Management
South Dakota
$1.52M +$700K +13,968 +86%
VA
54
Valmark Advisers
Ohio
$1.48M +$23.8K +475 +2%
GG
55
Gofen & Glossberg
Illinois
$1.47M +$1.47M +29,373 New
RRCM
56
Rappaport Reiches Capital Management
Illinois
$1.41M +$760K +15,165 +117%
PA
57
Pinnacle Associates
New York
$1.39M +$1.38M +27,625 New
BFIM
58
Beese Fulmer Investment Management
Ohio
$1.37M +$1.37M +27,329 New
LNWWM
59
Laird Norton Wetherby Wealth Management
California
$1.24M +$1.24M +24,800 New
MWM
60
Mascoma Wealth Management
New Hampshire
$1.19M +$1.19M +23,650 New
BC
61
Bartlett & Co
Ohio
$1.16M +$456K +9,100 +65%
SAM
62
Summit Asset Management
Tennessee
$1.16M +$1.16M +23,185 New
BCWM
63
Bartlett & Co Wealth Management
Ohio
$1.16M +$456K +9,100 +65%
CCG
64
Chatham Capital Group
Georgia
$1.16M – – –
WAM
65
WNY Asset Management
New York
$1.14M +$44.5K +888 +4%
HIC
66
Holderness Investments Company
North Carolina
$1.12M +$356K +7,100 +47%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$1.09M +$1.09M +21,814 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$1.03M +$250K +4,987 +32%
CA
69
Capital Advantage
California
$1.02M +$447K +8,909 +77%
CAAS
70
Capital Asset Advisory Services
Michigan
$1M – – –
Jane Street
71
Jane Street
New York
$948K -$3.96M -78,965 -81%
AC
72
Applied Capital
Arkansas
$922K +$921K +18,379 New
FTUS
73
Flow Traders U.S.
New York
$917K +$917K +18,287 New
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$915K +$466K +9,301 +104%
CTFG
75
Capstone Triton Financial Group
Oklahoma
$879K +$880K +17,553 New
1 2
3
4 5

VUSB Hedge Fund Activity: Q3 2021 in Review

126 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q3 2021, worth a combined $597M — up 252% from $170M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VUSB positions and 4 closed out — a net gain of 52 holders — while 47 added to existing stakes and 12 trimmed.

The largest buyer was Wharton Business Group, opening a new position worth an estimated $200M. The largest seller was Jane Street, cutting an estimated $3.96M.

  • 126 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q3 2021, up from 76 in Q2 2021.
  • Funds reported $597M of Vanguard Ultra-Short Bond ETF stock for Q3 2021, up 252% quarter-over-quarter.
  • 56 funds opened new Vanguard Ultra-Short Bond ETF positions in Q3 2021 and 4 closed out, a net change of +52 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q3 2021 was Wharton Business Group, an estimated $200M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q3 2021 was Jane Street, an estimated $3.96M sold.

Based on aggregated 13F filings for Q3 2021.