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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
DPI
126
Diversified Portfolios Inc
Michigan
$410K +$410K +8,199 New
HSA
127
HBK Sorce Advisory
Pennsylvania
$410K +$410K +8,200 New
IC
128
IEQ Capital
California
$392K +$393K +7,851 New
CL
129
CPWM LLC
Washington
$390K +$389K +7,779 New
AWA
130
Amplius Wealth Advisors
Pennsylvania
$390K +$391K +7,825 New
BDFN
131
Bond & Devick Financial Network
Minnesota
$387K +$25K +500 +7%
NEWAS
132
N.E.W. Advisory Services
Wisconsin
$383K +$50 +1 +0%
BF
133
BOK Financial
Oklahoma
$350K – – –
JIC
134
Joel Isaacson & Co
New York
$350K – – –
CPWMP
135
Cardinal Point Wealth Management Partners
California
$346K +$346K +6,925 New
LNB
136
Ledyard National Bank
$332K +$332K +6,646 New
CCM
137
Coldstream Capital Management
Washington
$328K +$328K +6,563 New
MPAM
138
Murphy Pohlad Asset Management
Minnesota
$291K – – –
BI
139
Berkeley Inc
Idaho
$272K -$34.7K -694 -11%
ICG
140
InterOcean Capital Group
Tennessee
$263K +$50K +1,000 +23%
RWA
141
RGT Wealth Advisors
Texas
$259K +$259K +5,177 New
SFG
142
StrategIQ Financial Group
Indiana
$257K +$257K +5,146 New
BCP
143
Berkeley Capital Partners
Georgia
$254K +$254K +5,083 New
SFA
144
Sequoia Financial Advisors
Ohio
$250K +$250K +5,000 New
BAAM
145
Baker Avenue Asset Management
California
$249K -$250K -5,000 -50%
WFA
146
Websterrogers Financial Advisors
South Carolina
$241K -$19.9K -398 -8%
FFG
147
Fullen Financial Group
Ohio
$227K +$228K +4,549 New
CAWM
148
Capital Advisors Wealth Management
Washington
$225K – – –
BHWM
149
Beaird Harris Wealth Management
Texas
$216K +$216K +4,325 New
MA
150
MAS Advisors
Florida
$212K +$213K +4,250 New
4 5
6
7 8

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.