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Vanguard Ultra-Short Bond ETF
VUSB

223 hedge funds and large institutions have $1.23B invested in Vanguard Ultra-Short Bond ETF in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 21

58% more funds holding in top 10

Funds holding in top 10: 19 → 30 (+11)

26% more funds holding

Funds holding: 177 → 223 (+46)

16% more capital invested

Capital invested by funds: $1.06B → $1.23B (+$166M)

6.87% more ownership

Funds ownership: 58.15% → 65.02% (+6.9%)

21% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 73

Holders
223
Holders Change
+46
Holders Change %
+25.99%
% of All Funds
3.76%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.51%
New
69
Increased
58
Reduced
73
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VFP
Verus Financial Partners
Virginia
+$68.3M
2
Mariner
Mariner
Kansas
+$44.7M
3
WA
WBH Advisory
Maryland
+$24M
4
GSAM
Grant Street Asset Management
Pennsylvania
+$17M
5
Jane Street
Jane Street
New York
+$12.8M

Top Sellers

1
FSA
Financial Sense Advisors
California
-$33.9M
2
AIA
Angeles Investment Advisors
California
-$31.4M
3
WBG
Wharton Business Group
Pennsylvania
-$26M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$13.2M
5
BFG
Bouchey Financial Group
New York
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
226
Bouchey Financial Group
New York
– -$13.2M -267,104 Closed
SWA
227
Stratos Wealth Advisors
Ohio
– -$5.09M -103,121 Closed
WPC
228
Wedmont Private Capital
Pennsylvania
– -$1.75M -35,432 Closed
PWM
229
Perigon Wealth Management
California
– -$1.18M -23,830 Closed
LAI
230
Legal Advantage Investments
California
– -$963K -19,500 Closed
AWE
231
Avidian Wealth Enterprises
Texas
– -$806K -16,311 Closed
PA
232
Pinnacle Associates
New York
– -$572K -11,575 Closed
CG
233
Colony Group
Massachusetts
– -$539K -10,910 Closed
BMA
234
Brooks Moore & Associates
Tennessee
– -$509K -10,300 Closed
EAM
235
Evanson Asset Management
California
– -$494K -10,002 Closed
PCMC
236
Paragon Capital Management (Colorado)
Colorado
– -$454K -9,202 Closed
JWS
237
Juncture Wealth Strategies
Arizona
– -$401K -8,129 Closed
AWA
238
Amplius Wealth Advisors
Pennsylvania
– -$386K -7,825 Closed
UBS Group
239
UBS Group
Switzerland
– -$305K -6,185 Closed
BI
240
Berkeley Inc
Idaho
– -$235K -4,751 Closed
BPA
241
Beacon Pointe Advisors
California
– -$226K -4,573 Closed
JIC
242
Joel Isaacson & Co
New York
– -$222K -4,500 Closed
EWA
243
EverSource Wealth Advisors
Alabama
– -$102K -2,068 Closed
PB
244
Pinnacle Bancorp
Nebraska
– -$10K -200 Closed
6 7 8 9
10

VUSB Hedge Fund Activity: Q2 2022 in Review

223 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q2 2022, worth a combined $1.23B — up 16% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new VUSB positions and 21 closed out — a net gain of 48 holders — while 58 added to existing stakes and 73 trimmed.

The largest buyer was Verus Financial Partners, opening a new position worth an estimated $68.3M. The largest seller was Financial Sense Advisors, exiting entirely with an estimated $33.9M sold.

  • 223 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q2 2022, up from 177 in Q1 2022.
  • Funds reported $1.23B of Vanguard Ultra-Short Bond ETF stock for Q2 2022, up 16% quarter-over-quarter.
  • 69 funds opened new Vanguard Ultra-Short Bond ETF positions in Q2 2022 and 21 closed out, a net change of +48 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q2 2022 was Verus Financial Partners, an estimated $68.3M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q2 2022 was Financial Sense Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q2 2022.