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Vanguard Ultra-Short Bond ETF
VUSB

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: 19 → 30 (+11)

26% more funds holding

Funds holding: 177 → 223 (+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
–

Top Buyers

1
VFP
Verus Financial Partners
Virginia
+$68.3M
2
Mariner
Mariner
Kansas
+$44.7M
3
WA
WBH Advisory
Maryland
+$24M
4
GSAM
Grant Street Asset Management
Pennsylvania
+$17M
5
Jane Street
Jane Street
New York
+$12.8M

Top Sellers

1
FSA
Financial Sense Advisors
California
-$33.9M
2
AIA
Angeles Investment Advisors
California
-$31.4M
3
WBG
Wharton Business Group
Pennsylvania
-$26M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$13.2M
5
BFG
Bouchey Financial Group
New York
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
Aberdeen Wealth Management
Illinois
$4.84M -$1.65M -33,396 -25%
GGS
52
Galvin Gaustad & Stein
Arizona
$4.57M -$463K -9,401 -9%
MPIA
53
Mountain Pacific Investment Advisers
Idaho
$4.56M +$659K +13,377 +17%
MCM
54
Mengis Capital Management
Oregon
$4.56M -$274K -5,560 -6%
EIC
55
Equity Investment Corp
Georgia
$4.27M -$706K -14,317 -14%
SIC
56
Salem Investment Counselors
North Carolina
$4.22M +$1.66M +33,583 +64%
BAM
57
Belpointe Asset Management
Nevada
$4.16M +$2.26M +45,847 +119%
CL
58
CPWM LLC
Washington
$3.9M +$214K +4,345 +6%
CFA
59
CWS Financial Advisors
Michigan
$3.83M +$3.84M +77,872 New
CGL
60
Clarius Group LLC
Washington
$3.8M -$541K -10,975 -12%
LFP
61
Leeward Financial Partners
Washington
$3.39M -$4.44M -90,045 -57%
TC
62
TAGStone Capital
North Carolina
$3.14M -$679K -13,771 -18%
LBC
63
Lowe Brockenbrough & Co
Virginia
$3.05M -$1.7M -34,570 -36%
KPWS
64
Kestra Private Wealth Services
Texas
$3.03M +$2.44M +49,544 +413%
OMC
65
Old Mission Capital
Illinois
$2.93M +$2.66M +53,979 +960%
TF
66
TIAA FSB
Florida
$2.91M -$999K -20,273 -26%
VA
67
Valmark Advisers
Ohio
$2.85M +$34.7K +704 +1%
TWM
68
TriaGen Wealth Management
California
$2.83M +$2.52M +51,215 +820%
HC
69
Hoese & Co
Minnesota
$2.77M +$2.78M +56,410 New
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$2.61M +$1.8M +36,523 +222%
GCA
71
Gradient Capital Advisors
California
$2.5M -$200K -4,062 -7%
HSA
72
HBK Sorce Advisory
Pennsylvania
$2.48M +$386K +7,837 +18%
MECA
73
Miller Equity Capital Advisors
Texas
$2.38M -$568K -11,520 -19%
PGFC
74
Peapack-Gladstone Financial Corp
New Jersey
$2.16M -$335K -6,800 -13%
AAS
75
Avantax Advisory Services
Texas
$2.14M +$2.14M +43,468 New
1 2
3
4 5

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.