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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
TCM
26
TD Capital Management
Tennessee
$9.42M -$326K -6,622 -3%
NCM
27
Nelson Capital Management
California
$9.08M +$1.46M +29,760 +19%
Stifel Financial
28
Stifel Financial
Missouri
$8.95M +$220K +4,481 +3%
BFG
29
Bouchey Financial Group
New York
$8.79M +$8.83M +179,575 New
JWBC
30
John W. Brooker & Co
California
$8.67M -$1.03M -21,022 -11%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$8.57M +$8.61M +175,053 New
NL
32
NVWM LLC
Pennsylvania
$8.09M +$535K +10,885 +7%
SAM
33
SP Asset Management
California
$7.82M -$707K -14,373 -8%
Osaic Holdings
34
Osaic Holdings
Arizona
$7.61M -$696K -14,155 -8%
FBA
35
Front Barnett Associates
Illinois
$7.36M -$5.66M -115,182 -43%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$7.35M -$134K -2,716 -2%
MFG
37
Monumental Financial Group
Maryland
$7.34M +$140K +2,848 +2%
PCA
38
Pallas Capital Advisors
Massachusetts
$6.91M +$6.97M +141,810 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$6.79M -$398K -8,095 -6%
MML Investors Services
40
MML Investors Services
Massachusetts
$6.66M +$1.71M +34,864 +34%
EA
41
Eclectic Associates
California
$6.55M +$1.42M +28,808 +27%
B
42
Bridgeworth
Alabama
$6.48M -$528K -10,738 -8%
MWM
43
Madison Wealth Management
Ohio
$6.25M +$366K +7,440 +6%
RC
44
Roundview Capital
New Jersey
$6.06M -$4.92K -100 -0.1%
CFO
45
Colony Family Offices
North Carolina
$5.8M +$5.83M +118,515 New
MFA
46
McClarren Financial Advisors
Pennsylvania
$5.64M +$4.75M +96,572 +519%
William Blair & Company
47
William Blair & Company
Illinois
$5.29M -$1.67M -33,886 -24%
TWM
48
TriaGen Wealth Management
California
$5.09M +$2.29M +46,535 +81%
PWW
49
Pettyjohn Wood & White
Virginia
$5M -$397K -8,066 -7%
RRCM
50
Rappaport Reiches Capital Management
Illinois
$4.91M -$1.55M -31,559 -24%

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.