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Vanguard Ultra-Short Bond ETF

240 hedge funds and large institutions have $1.3B invested in Vanguard Ultra-Short Bond ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 28

8% more funds holding

Funds holding: 223240 (+17)

6% more capital invested

Capital invested by funds: $1.23B → $1.3B (+$70.6M)

3.15% more ownership

Funds ownership: 65.02%68.17% (+3.2%)

10% less funds holding in top 10

Funds holding in top 10: 3027 (-3)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
4.13%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.47%
New
47
Increased
72
Reduced
87
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
226
National Bank of Canada
Quebec, Canada
$17K
IAMOG
227
Investors Asset Management of Georgia
Georgia
$15K -$442K -8,999 -97%
HDIM
228
Hanson & Doremus Investment Management
Vermont
$11K -$8.6K -175 -45%
OAJ
229
Ogorek Anthony Joseph
New York
$11K
PB
230
Pinnacle Bancorp
Nebraska
$10K +$9.83K +200 New
JWM
231
Janiczek Wealth Management
Colorado
$9K
TFP
232
Tilia Fiduciary Partners
North Carolina
$9K +$9.39K +191 New
SWA
233
SOA Wealth Advisors
New York
$8K +$8.21K +167 New
BFEC
234
Benjamin F. Edwards & Company
Missouri
$8K +$8.31K +169 New
EWM
235
Evermay Wealth Management
Virginia
$4K
JFA
236
JNBA Financial Advisors
Minnesota
$4K
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$2.8K -$186K -3,790 -6%
S
238
SignatureFD
Georgia
$1K
MOS
239
MGO One Seven
Ohio
$696 +$14.9K +303 +2%
AIA
240
Angeles Investment Advisors
California
-$37.4M -759,475 Closed
Goldman Sachs
241
Goldman Sachs
New York
-$10.7M -216,945 Closed
AWM
242
Aberdeen Wealth Management
Illinois
-$4.84M -98,352 Closed
MFS
243
Madrona Financial Services
Washington
-$1.57M -31,825 Closed
SFG
244
Steward Financial Group
Texas
-$1.1M -22,318 Closed
CAAS
245
Capital Asset Advisory Services
Michigan
-$982K -19,950 Closed
PIFP
246
Partners in Financial Planning
Virginia
-$764K -15,555 Closed
IC
247
IEQ Capital
California
-$763K -15,517 Closed
WWM
248
Western Wealth Management
Colorado
-$682K -13,866 Closed
AC
249
Applied Capital
Arkansas
-$654K -13,284 Closed
TIAM2
250
Tru Independence Asset Management 2
Oregon
-$622K -12,647 Closed

VUSB Hedge Fund Activity: Q3 2022 in Review

240 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q3 2022, worth a combined $1.3B — up 5.7% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new VUSB positions and 28 closed out — a net gain of 19 holders — while 72 added to existing stakes and 87 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $26.7M. The largest seller was Angeles Investment Advisors, exiting entirely with an estimated $37.4M sold.

  • 240 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q3 2022, up from 223 in Q2 2022.
  • Funds reported $1.3B of Vanguard Ultra-Short Bond ETF stock for Q3 2022, up 5.7% quarter-over-quarter.
  • 47 funds opened new Vanguard Ultra-Short Bond ETF positions in Q3 2022 and 28 closed out, a net change of +19 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q3 2022 was Cambridge Investment Research Advisors, an estimated $26.7M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q3 2022 was Angeles Investment Advisors, an estimated $37.4M sold.

Based on aggregated 13F filings for Q3 2022.