We are live on ! Find out more
VUSB icon

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
SIC
51
Salem Investment Counselors
North Carolina
$4.55M +$351K +7,136 +8%
MPIA
52
Mountain Pacific Investment Advisers
Idaho
$4.41M -$126K -2,567 -3%
GGS
53
Galvin Gaustad & Stein
Arizona
$4.4M -$149K -3,026 -3%
BAM
54
Belpointe Asset Management
Nevada
$4.19M +$58.9K +1,198 +1%
HSA
55
HBK Sorce Advisory
Pennsylvania
$3.93M +$1.47M +29,828 +59%
EIC
56
Equity Investment Corp
Georgia
$3.86M -$390K -7,931 -9%
LFA
57
Landmark Financial Advisors
Kentucky
$3.79M -$6.37M -129,600 -63%
MCM
58
Mengis Capital Management
Oregon
$3.73M -$815K -16,574 -18%
CGL
59
Clarius Group LLC
Washington
$3.67M -$110K -2,230 -3%
CFA
60
CWS Financial Advisors
Michigan
$3.62M -$197K -3,999 -5%
WF
61
Welch & Forbes
Massachusetts
$3.56M -$1.66M -33,709 -32%
LFP
62
Leeward Financial Partners
Washington
$3.5M +$126K +2,573 +4%
TC
63
TAGStone Capital
North Carolina
$3.5M +$373K +7,586 +12%
LGA
64
Lebenthal Global Advisors
New York
$3.46M +$3.47M +70,687 New
TYCC
65
Texas Yale Capital Corp
Florida
$3.4M -$1.43M -29,010 -29%
HC
66
Hoese & Co
Minnesota
$3.39M +$630K +12,810 +23%
WA
67
WBH Advisory
Maryland
$3.31M -$21.4M -435,738 -87%
CJFS
68
Coulter & Justus Financial Services
Tennessee
$3.26M +$3.27M +66,540 New
KPWS
69
Kestra Private Wealth Services
Texas
$3.08M +$71.2K +1,448 +2%
SCA
70
Scott Capital Advisors
Oregon
$2.9M +$977K +19,875 +50%
VA
71
Valmark Advisers
Ohio
$2.84M
WJA
72
Willis Johnson & Associates
Texas
$2.47M +$1.89M +38,395 +319%
CL
73
CPWM LLC
Washington
$2.37M -$1.51M -30,721 -39%
WA
74
Waverly Advisors
Alabama
$2.32M +$2.33M +47,401 New
NWM
75
Northwest Wealth Management
Iowa
$2.31M +$209K +4,250 +10%

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.