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Vanguard Ultra-Short Bond ETF

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: 713 (+6)

37% more funds holding

Funds holding: 126172 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$774K -$249K -4,987 -24%
MPIA
102
Mountain Pacific Investment Advisers
Idaho
$748K +$150K +3,001 +25%
EA
103
Eclectic Associates
California
$726K +$108K +2,164 +17%
HI
104
Harbour Investments
Wisconsin
$626K +$627K +12,526 New
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$605K -$486K -9,709 -45%
NEPWA
106
New England Private Wealth Advisors
Massachusetts
$598K +$200K +4,006 +50%
EWA
107
EverSource Wealth Advisors
Alabama
$598K +$599K +11,968 New
CAN
108
Cetera Advisor Networks
California
$573K -$5.8M -115,878 -91%
CFS
109
CRA Financial Services
New Jersey
$563K -$750 -15 -0.1%
DC
110
Davenport & Co
Virginia
$554K +$15K +300 +3%
MWM
111
MorganRosel Wealth Management
Colorado
$537K +$328K +6,547 +156%
BCM
112
Birch Capital Management
Texas
$535K -$295K -5,907 -36%
TWM
113
TriaGen Wealth Management
California
$522K -$55K -1,099 -10%
EAM
114
Evanson Asset Management
California
$499K +$201K +4,009 +67%
OIA
115
OneDigital Investment Advisors
Kansas
$498K +$49.9K +998 +11%
NB
116
Nicolet Bankshares
Wisconsin
$457K +$82.3K +1,645 +22%
AWA
117
Alaska Wealth Advisors
Alaska
$447K +$447K +8,943 New
SWA
118
Sax Wealth Advisors
New Jersey
$440K -$15K -299 -3%
WCWM
119
Willow Creek Wealth Management
California
$435K +$66K +1,319 +18%
BWM
120
BlackDiamond Wealth Management
New York
$427K +$428K +8,555 New
KMWM
121
Keudell/Morrison Wealth Management
Oregon
$424K -$300K -5,990 -41%
ME
122
McIlrath & Eck
Washington
$424K +$199K +3,977 +88%
BEW
123
Burton Enright Welch
California
$419K +$419K +8,385 New
SCA
124
STALEY CAPITAL ADVISERS
Pennsylvania
$415K +$415K +8,300 New
RMAM
125
Raab & Moskowitz Asset Management
New Jersey
$414K +$414K +8,281 New

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.