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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
WBG
1
Wharton Business Group
Pennsylvania
$163M -$36.3M -725,895 -18%
AIA
2
Angeles Investment Advisors
California
$48.3M +$22.3M +446,075 +86%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$36.8M +$4.79M +95,695 +15%
RBC
4
Roble Belko & Company
Pennsylvania
$24M +$715K +14,291 +3%
NGA
5
Naples Global Advisors
Florida
$19.9M +$9.58M +191,585 +93%
SAM
6
SP Asset Management
California
$19.5M +$2.53M +50,587 +15%
KOC
7
Koss-Olinger Consulting
Florida
$18M +$755K +15,088 +4%
CISOA
8
Capital Investment Services of America
Wisconsin
$15.3M +$720K +14,400 +5%
FBA
9
Front Barnett Associates
Illinois
$14.2M +$2.62M +52,465 +23%
PCMC
10
Paragon Capital Management (Colorado)
Colorado
$13.4M +$1.28M +25,641 +11%
Jane Street
11
Jane Street
New York
$12.4M +$11.5M +229,126 +1,212%
NCM
12
Northwest Capital Management
Oregon
$11.4M -$8.6M -171,927 -43%
JWBC
13
John W. Brooker & Co
California
$11M +$4.6M +91,955 +72%
TCM
14
TD Capital Management
Tennessee
$10.8M +$5.64M +112,703 +109%
Citadel Advisors
15
Citadel Advisors
Florida
$9.24M +$6.95M +138,917 +301%
AW
16
Avion Wealth
Texas
$9.19M +$3.44M +68,761 +60%
NCM
17
Nelson Capital Management
California
$8.99M +$9M +179,980 New
TYCC
18
Texas Yale Capital Corp
Florida
$8.2M +$2.77M +55,375 +51%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.92M +$1.74M +34,737 +33%
MFA
20
McClarren Financial Advisors
Pennsylvania
$6.87M +$6.85M +136,976 +25,942%
EIC
21
Equity Investment Corp
Georgia
$6.08M +$1M +20,025 +20%
PWW
22
Pettyjohn Wood & White
Virginia
$6.04M +$1.62M +32,403 +37%
MECA
23
Miller Equity Capital Advisors
Texas
$5.95M -$1.73M -34,680 -23%
Osaic Holdings
24
Osaic Holdings
Arizona
$5.85M +$3.51M +70,216 +150%
NL
25
NVWM LLC
Pennsylvania
$5.71M +$5.11M +102,184 +844%

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.