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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
CCG
76
Chatham Capital Group
Georgia
$1.2M +$59.6K +1,200 +5%
CFO
77
CVA Family Office
Colorado
$1.2M -$1.58M -31,900 -57%
PWM
78
Perigon Wealth Management
California
$1.18M +$335K +6,742 +39%
CTFG
79
Capstone Triton Financial Group
Oklahoma
$1.17M +$87K +1,751 +8%
JGCM
80
Joseph Group Capital Management
Ohio
$1.14M -$348K -7,011 -23%
WMA
81
Wealth Management Associates
New Jersey
$1.12M +$91.9K +1,850 +9%
MOS
82
MGO One Seven
Ohio
$1.1M -$900K -18,112 -45%
CAAS
83
Capital Asset Advisory Services
Michigan
$985K – – –
CA
84
Capital Advantage
California
$981K -$11K -222 -1%
TNA
85
True North Advisors
Texas
$965K +$971K +19,547 New
LAI
86
Legal Advantage Investments
California
$963K -$720K -14,500 -43%
KMWM
87
Keudell/Morrison Wealth Management
Oregon
$930K +$514K +10,343 +122%
BAM
88
Baldrige Asset Management
Pennsylvania
$911K -$789K -15,885 -46%
MWM
89
Mascoma Wealth Management
New Hampshire
$883K -$403K -8,116 -31%
SCM
90
SOL Capital Management
Maryland
$882K -$29.1K -585 -3%
EHC
91
Everett Harris & Co
California
$867K -$544K -10,950 -38%
LFA
92
Landmark Financial Advisors
Kentucky
$865K +$17.4K +350 +2%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$812K -$786K -15,825 -49%
AWE
94
Avidian Wealth Enterprises
Texas
$806K +$810K +16,311 New
AC
95
Applied Capital
Arkansas
$802K – – –
WA
96
WBH Advisory
Maryland
$771K -$88.3K -1,778 -10%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$766K – – –
CAG
98
Curtis Advisory Group
California
$758K +$762K +15,352 New
SFG
99
StrategIQ Financial Group
Indiana
$708K +$457K +9,195 +179%
WWM
100
Western Wealth Management
Colorado
$708K +$712K +14,330 New
2 3
4
5 6

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.