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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
NA
151
NewEdge Advisors
Louisiana
$212K +$213K +4,250 New
CBB
152
Citizens Business Bank
California
$209K +$209K +4,185 New
AF
153
Allworth Financial
California
$160K -$87.6K -1,751 -35%
RG
154
Retirement Group
California
$150K +$151K +3,012 New
UBS Group
155
UBS Group
Switzerland
$137K +$32.8K +656 +31%
CAM
156
Chandler Asset Management
California
$135K +$135K +2,705 New
CB
157
Community Bank
New York
$100K
CWP
158
Concord Wealth Partners
Virginia
$100K +$100K +2,004 New
OAJ
159
Ogorek Anthony Joseph
New York
$94K +$45.1K +901 +90%
AWM
160
AllSquare Wealth Management
New York
$90K
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$75K +$75.1K +1,502 New
CFA
162
Carroll Financial Associates
North Carolina
$68K +$50 +1 +0.1%
WAM
163
Wallington Asset Management
Indiana
$45K +$45.5K +910 New
AA
164
Ancora Advisors
Ohio
$38K -$55K -1,099 -59%
APA
165
American Portfolios Advisors
New York
$36.8K +$36.9K +737 New
SJIA
166
St. James Investment Advisors
New York
$35K +$34.8K +695 New
EBA
167
Eagle Bay Advisors
New York
$26K +$26.5K +529 New
FPB
168
First PREMIER Bank
South Dakota
$25K
KPCM
169
Kings Point Capital Management
New York
$23K +$23K +459 New
PB
170
Pinnacle Bancorp
Nebraska
$10K
JWM
171
Janiczek Wealth Management
Colorado
$9K +$9.05K +181 New
Bank of America
172
Bank of America
North Carolina
$5K +$5K +100 New
JFA
173
JNBA Financial Advisors
Minnesota
$4K
JP Morgan Chase
174
JP Morgan Chase
New York
-$8.27M -164,981 Closed
RCS
175
Retirement Capital Strategies
California
-$6.57M -131,042 Closed

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.