We are live on ! Find out more
VUSB icon

Vanguard Ultra-Short Bond ETF
VUSB

177 hedge funds and large institutions have $1.06B invested in Vanguard Ultra-Short Bond ETF in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more capital invested

Capital invested by funds: $673M → $1.06B (+$391M)

46% more funds holding in top 10

Funds holding in top 10: 13 → 19 (+6)

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

26% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 53

23.76% more ownership

Funds ownership: 34.39% → 58.15% (+24%)

3% more funds holding

Funds holding: 172 → 177 (+5)

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
2.79%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.3%
New
34
Increased
67
Reduced
53
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TA
TruWealth Advisors
Louisiana
+$105M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$98.1M
3
WBG
Wharton Business Group
Pennsylvania
+$65.5M
4
CIAS
CFS Investment Advisory Services
New Jersey
+$58.1M
5
FSA
Financial Sense Advisors
California
+$34M

Top Sellers

Rank Fund Capital Flow
1
RBC
Roble Belko & Company
Pennsylvania
-$16M
2
PCMC
Paragon Capital Management (Colorado)
Colorado
-$12.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$9.24M
4
Jane Street
Jane Street
New York
-$6.64M
5
WF
Welch & Forbes
Massachusetts
-$5.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$7.31M +$470K +9,471 +7%
MFG
27
Monumental Financial Group
Maryland
$7.15M +$7.19M +144,799 New
MFA
28
McClarren Financial Advisors
Pennsylvania
$7.13M +$355K +7,151 +5%
AWM
29
Aberdeen Wealth Management
Illinois
$6.51M +$6.54M +131,748 New
RC
30
Roundview Capital
New Jersey
$6.1M +$3.39M +68,157 +123%
PWW
31
Pettyjohn Wood & White
Virginia
$6.03M +$60.8K +1,225 +1%
Jane Street
32
Jane Street
New York
$5.64M -$6.64M -133,783 -54%
GLLW
33
Graves Light Lenhart Wealth
Virginia
$5.5M +$1.08M +21,683 +24%
SWA
34
Stratos Wealth Advisors
Ohio
$5.09M -$156K -3,147 -3%
GGS
35
Galvin Gaustad & Stein
Arizona
$5.06M +$1.99M +40,129 +64%
EIC
36
Equity Investment Corp
Georgia
$4.99M -$1.03M -20,775 -17%
MCM
37
Mengis Capital Management
Oregon
$4.85M +$1.7M +34,220 +53%
RRCM
38
Rappaport Reiches Capital Management
Illinois
$4.82M +$2.36M +47,552 +95%
LBC
39
Lowe Brockenbrough & Co
Virginia
$4.77M +$4.8M +96,650 New
CGL
40
Clarius Group LLC
Washington
$4.41M – – –
ICG
41
InterOcean Capital Group
Tennessee
$4.16M +$3.92M +78,927 +1,498%
TF
42
TIAA FSB
Florida
$3.93M – – –
MPIA
43
Mountain Pacific Investment Advisers
Idaho
$3.92M +$3.2M +64,359 +430%
DHGWA
44
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3.88M -$835K -16,815 -18%
TC
45
TAGStone Capital
North Carolina
$3.84M -$710K -14,302 -16%
CL
46
CPWM LLC
Washington
$3.7M +$3.33M +67,087 +862%
Creative Planning
47
Creative Planning
Kansas
$3.46M -$480K -9,669 -12%
CPWM
48
Cypress Point Wealth Management
Texas
$3.25M +$925K +18,628 +39%
MECA
49
Miller Equity Capital Advisors
Texas
$2.95M -$2.94M -59,280 -50%
VA
50
Valmark Advisers
Ohio
$2.83M +$495K +9,975 +21%
1
2
3 4 5

VUSB Hedge Fund Activity: Q1 2022 in Review

177 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q1 2022, worth a combined $1.06B — up 58% from $673M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VUSB positions and 26 closed out — a net gain of 8 holders — while 67 added to existing stakes and 53 trimmed.

The largest buyer was TruWealth Advisors, opening a new position worth an estimated $105M. The largest seller was Roble Belko & Company, cutting an estimated $16M.

  • 177 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q1 2022, up from 172 in Q4 2021.
  • Funds reported $1.06B of Vanguard Ultra-Short Bond ETF stock for Q1 2022, up 58% quarter-over-quarter.
  • 34 funds opened new Vanguard Ultra-Short Bond ETF positions in Q1 2022 and 26 closed out, a net change of +8 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q1 2022 was TruWealth Advisors, an estimated $105M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q1 2022 was Roble Belko & Company, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2022.