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Vanguard Ultra-Short Bond ETF

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: 27 (+5)

66% more funds holding

Funds holding: 76126 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
101
Joel Isaacson & Co
New York
$351K -$50.1K -1,000 -13%
BMA
102
Brooks Moore & Associates
Tennessee
$315K +$41.9K +835 +15%
BI
103
Berkeley Inc
Idaho
$308K +$40.3K +804 +15%
OMC
104
Old Mission Capital
Illinois
$302K -$1.13M -22,521 -79%
EAM
105
Evanson Asset Management
California
$300K +$300K +5,985 New
MPAM
106
Murphy Pohlad Asset Management
Minnesota
$292K +$57.5K +1,148 +24%
WFA
107
Websterrogers Financial Advisors
South Carolina
$262K +$262K +5,228 New
AF
108
Allworth Financial
California
$248K +$248K +4,947 New
CPWM
109
Cardinal Point Wealth Management
California
$247K +$247K +4,925 New
CAWM
110
Capital Advisors Wealth Management
Washington
$226K
ME
111
McIlrath & Eck
Washington
$226K +$88.1K +1,758 +64%
ICG
112
InterOcean Capital Group
Tennessee
$214K -$320K -6,386 -60%
MAFM
113
Mid Atlantic Financial Management
Pennsylvania
$213K
MWM
114
MorganRosel Wealth Management
Colorado
$210K
RCA
115
Ranch Capital Advisors
Florida
$120K +$120K +2,403 New
PCA
116
Providence Capital Advisors
North Carolina
$116K -$194K -3,873 -63%
UBS Group
117
UBS Group
Switzerland
$105K +$105K +2,088 New
CB
118
Community Bank
New York
$100K
AA
119
Ancora Advisors
Ohio
$94K +$93.7K +1,869 New
AWM
120
AllSquare Wealth Management
New York
$91K -$3.01K -60 -3%
CFA
121
Carroll Financial Associates
North Carolina
$68K +$68.5K +1,366 New
OAJ
122
Ogorek Anthony Joseph
New York
$50K
MFA
123
McClarren Financial Advisors
Pennsylvania
$26K +$11.6K +231 +78%
FPB
124
First PREMIER Bank
South Dakota
$25K
PB
125
Pinnacle Bancorp
Nebraska
$10K +$10K +200 New

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.