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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
HighTower Advisors
76
HighTower Advisors
Illinois
$1.33M +$1.33M +26,684 New
LNWWM
77
Laird Norton Wetherby Wealth Management
California
$1.32M +$77K +1,539 +6%
MWM
78
Mascoma Wealth Management
New Hampshire
$1.3M +$117K +2,335 +10%
AA
79
Axiom Advisory
California
$1.29M +$1.29M +25,783 New
CIAS
80
CFS Investment Advisory Services
New Jersey
$1.23M +$1.23M +24,596 New
CCG
81
Chatham Capital Group
Georgia
$1.15M – – –
LFP
82
Leeward Financial Partners
Washington
$1.15M +$1.15M +22,990 New
CTC
83
Central Trust Company
Missouri
$1.1M +$1.11M +22,102 New
CTFG
84
Capstone Triton Financial Group
Oklahoma
$1.1M +$219K +4,386 +25%
CG
85
Colony Group
Massachusetts
$1.05M +$1.05M +20,944 New
WMA
86
Wealth Management Associates
New Jersey
$1.04M +$262K +5,240 +34%
CA
87
Capital Advantage
California
$1M -$16K -320 -2%
AC
88
Apella Capital
Connecticut
$1M +$1M +20,013 New
CAAS
89
Capital Asset Advisory Services
Michigan
$997K – – –
HIC
90
Holderness Investments Company
North Carolina
$974K -$140K -2,800 -13%
GA
91
Greenspring Advisors
Maryland
$946K +$948K +18,947 New
TWP
92
TFO Wealth Partners
Ohio
$927K +$928K +18,555 New
SCM
93
SOL Capital Management
Maryland
$921K +$76.8K +1,535 +9%
PCFFS
94
Pacific Center for Financial Services
California
$904K +$285K +5,692 +46%
WA
95
WBH Advisory
Maryland
$870K +$8.75K +175 +1%
LFA
96
Landmark Financial Advisors
Kentucky
$859K +$860K +17,190 New
PWM
97
Perigon Wealth Management
California
$854K +$855K +17,088 New
AC
98
Applied Capital
Arkansas
$811K -$107K -2,145 -12%
BMA
99
Brooks Moore & Associates
Tennessee
$783K +$470K +9,400 +150%
LPP
100
Life Planning Partners
Florida
$779K +$780K +15,602 New
2 3
4
5 6

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.