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Vanguard Ultra-Short Bond ETF

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: 1930 (+11)

26% more funds holding

Funds holding: 177223 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
TD Capital Management
Tennessee
$9.79M -$922K -18,709 -9%
JWBC
27
John W. Brooker & Co
California
$9.75M -$669K -13,578 -6%
Creative Planning
28
Creative Planning
Kansas
$9.58M +$6.14M +124,584 +178%
Stifel Financial
29
Stifel Financial
Missouri
$8.78M +$6.81M +138,222 +344%
SAM
30
SP Asset Management
California
$8.56M -$6.9M -140,016 -45%
Osaic Holdings
31
Osaic Holdings
Arizona
$8.34M +$6.85M +138,972 +454%
NCM
32
Nelson Capital Management
California
$7.66M -$4.31M -87,486 -36%
NL
33
NVWM LLC
Pennsylvania
$7.6M -$22.5K -457 -0.3%
FMWA
34
Forvis Mazars Wealth Advisors
Missouri
$7.52M +$7.53M +152,829 New
MFG
35
Monumental Financial Group
Maryland
$7.24M +$113K +2,296 +2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$7.22M -$61.8K -1,254 -0.8%
SIM
37
Studio Investment Management
Illinois
$7.07M +$7.08M +143,640 New
B
38
Bridgeworth
Alabama
$7.04M +$7.06M +143,167 New
William Blair & Company
39
William Blair & Company
Illinois
$6.98M +$5.07M +102,856 +264%
OC
40
Oppenheimer & Co
New York
$6.68M +$6.7M +135,827 New
RRCM
41
Rappaport Reiches Capital Management
Illinois
$6.48M +$1.69M +34,264 +35%
RC
42
Roundview Capital
New Jersey
$6.09M +$10.7K +218 +0.2%
MWM
43
Madison Wealth Management
Ohio
$5.92M +$5.93M +120,300 New
PWW
44
Pettyjohn Wood & White
Virginia
$5.43M -$584K -11,847 -10%
WF
45
Welch & Forbes
Massachusetts
$5.24M +$5.25M +106,517 New
EA
46
Eclectic Associates
California
$5.17M +$4.94M +100,132 +2,052%
MWM
47
MorganRosel Wealth Management
Colorado
$5.13M +$4.75M +96,310 +1,207%
HighTower Advisors
48
HighTower Advisors
Illinois
$5.05M +$2.97M +60,294 +142%
MML Investors Services
49
MML Investors Services
Massachusetts
$4.98M +$4.71M +95,592 +1,709%
TYCC
50
Texas Yale Capital Corp
Florida
$4.85M -$4.76M -96,510 -49%

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.