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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
GA
51
Greenspring Advisors
Maryland
$2.83M +$1.9M +38,259 +202%
GCA
52
Gradient Capital Advisors
California
$2.71M +$72.2K +1,453 +3%
SIC
53
Salem Investment Counselors
North Carolina
$2.58M +$2.59M +52,183 New
PGFC
54
Peapack-Gladstone Financial Corp
New Jersey
$2.51M -$25.3K -510 -1%
HighTower Advisors
55
HighTower Advisors
Illinois
$2.1M +$790K +15,901 +60%
HSA
56
HBK Sorce Advisory
Pennsylvania
$2.1M +$1.71M +34,366 +419%
CFGF
57
Compass Financial Group (Florida)
Florida
$2.02M +$17.9K +360 +0.9%
CTC
58
Central Trust Company
Missouri
$2.01M +$923K +18,590 +84%
Stifel Financial
59
Stifel Financial
Missouri
$1.98M +$170K +3,430 +9%
William Blair & Company
60
William Blair & Company
Illinois
$1.93M -$81.2K -1,635 -4%
BAM
61
Belpointe Asset Management
Nevada
$1.91M +$592K +11,925 +45%
SAM
62
Summit Asset Management
Tennessee
$1.9M +$228K +4,600 +14%
UB
63
UMB Bank
Missouri
$1.85M – – –
WPC
64
Wedmont Private Capital
Pennsylvania
$1.75M +$1.76M +35,432 New
BC
65
Bartlett & Co
Ohio
$1.59M +$140K +2,825 +10%
BCWM
66
Bartlett & Co Wealth Management
Ohio
$1.59M +$140K +2,825 +10%
LNWWM
67
Laird Norton Wetherby Wealth Management
California
$1.54M +$241K +4,843 +18%
ECM
68
Elgethun Capital Management
South Dakota
$1.51M +$79K +1,590 +5%
Osaic Holdings
69
Osaic Holdings
Arizona
$1.51M -$4.3M -86,565 -74%
WAM
70
WNY Asset Management
New York
$1.51M -$228K -4,583 -13%
BFIM
71
Beese Fulmer Investment Management
Ohio
$1.5M -$99.3K -2,000 -6%
AA
72
Axiom Advisory
California
$1.49M +$219K +4,417 +17%
FM
73
Foster & Motley
Ohio
$1.37M -$461K -9,275 -25%
GG
74
Gofen & Glossberg
Illinois
$1.36M -$298K -6,000 -18%
CIC
75
Cutler Investment Counsel
Oregon
$1.21M -$1.52M -30,690 -56%
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.