Vanguard Ultra-Short Bond ETF
VUSB
270 hedge funds and large institutions have $1.46B invested in Vanguard Ultra-Short Bond ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 31 closing their positions.
119% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 31
13% more funds holding
Funds holding: 240 → 270 (+30)
12% more capital invested
Capital invested by funds: $1.3B → $1.46B (+$160M)
13% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 92
19% less funds holding in top 10
Funds holding in top 10: 27 → 22 (-5)
22.45% less ownership
Funds ownership: 68.17% → 45.72% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$94.7M |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
+$58.8M |
| 3 |
Rockefeller Capital Management
New York
|
+$18.6M |
| 4 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$15M |
| 5 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
TruWealth Advisors
Metairie,
Louisiana
|
-$31.6M |
| 2 |
Jane Street
New York
|
-$28.6M |
| 3 |
Neuberger Berman Group
New York
|
-$19.4M |
| 4 |
BCM
Blume Capital Management
Berkeley,
California
|
-$14.3M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.88M |
VUSB Hedge Fund Activity: Q4 2022 in Review
270 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q4 2022, worth a combined $1.46B — up 12% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new VUSB positions and 31 closed out — a net gain of 37 holders — while 80 added to existing stakes and 92 trimmed.
The largest buyer was Wharton Business Group, adding an estimated $94.7M. The largest seller was TruWealth Advisors, cutting an estimated $31.6M.
- 270 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q4 2022, up from 240 in Q3 2022.
- Funds reported $1.46B of Vanguard Ultra-Short Bond ETF stock for Q4 2022, up 12% quarter-over-quarter.
- 68 funds opened new Vanguard Ultra-Short Bond ETF positions in Q4 2022 and 31 closed out, a net change of +37 holders.
- The largest Vanguard Ultra-Short Bond ETF buyer in Q4 2022 was Wharton Business Group, an estimated $94.7M added.
- The largest Vanguard Ultra-Short Bond ETF seller in Q4 2022 was TruWealth Advisors, an estimated $31.6M sold.
Based on aggregated 13F filings for Q4 2022.