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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
BBA
51
BLB&B Advisors
Pennsylvania
$2.31M -$226K -4,515 -9%
William Blair & Company
52
William Blair & Company
Illinois
$2.03M +$2.03M +40,640 New
CFGF
53
Compass Financial Group (Florida)
Florida
$2.02M +$12.1K +241 +0.6%
MOS
54
MGO One Seven
Ohio
$2.02M -$125K -2,500 -6%
UB
55
UMB Bank
Missouri
$1.87M +$1.88M +37,500 New
FM
56
Foster & Motley
Ohio
$1.85M -$262K -5,236 -12%
Stifel Financial
57
Stifel Financial
Missouri
$1.83M -$776K -15,503 -30%
NA
58
Nottingham Advisors
New York
$1.81M -$2K -40 -0.1%
WAM
59
WNY Asset Management
New York
$1.75M +$608K +12,157 +53%
BAM
60
Baldrige Asset Management
Pennsylvania
$1.72M +$59.4K +1,187 +4%
LAI
61
Legal Advantage Investments
California
$1.7M – – –
SAM
62
Summit Asset Management
Tennessee
$1.69M +$535K +10,700 +46%
GG
63
Gofen & Glossberg
Illinois
$1.68M +$210K +4,202 +14%
BFIM
64
Beese Fulmer Investment Management
Ohio
$1.61M +$250K +5,000 +18%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$1.61M -$3.14M -62,815 -66%
PA
66
Pinnacle Associates
New York
$1.61M +$229K +4,575 +17%
TNA
67
True North Advisors
Texas
$1.55M – – –
JGCM
68
Joseph Group Capital Management
Ohio
$1.5M +$1.5M +29,994 New
BC
69
Bartlett & Co
Ohio
$1.47M +$308K +6,150 +27%
BCWM
70
Bartlett & Co Wealth Management
Ohio
$1.46M +$308K +6,150 +27%
ECM
71
Elgethun Capital Management
South Dakota
$1.45M -$61K -1,219 -4%
EHC
72
Everett Harris & Co
California
$1.42M -$4.91M -98,200 -78%
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$1.41M +$501K +10,015 +55%
LPL Financial
74
LPL Financial
California
$1.39M -$1.19M -23,690 -46%
BAM
75
Belpointe Asset Management
Nevada
$1.33M +$546K +10,915 +69%
1 2
3
4 5

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.