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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
NWM
76
Northwest Wealth Management
Iowa
$2.11M +$2.11M +42,866 New
BCM
77
Blume Capital Management
California
$2.03M +$2.03M +41,200 New
CFGF
78
Compass Financial Group (Florida)
Florida
$2M -$15.8K -321 -0.8%
AC
79
Apella Capital
Connecticut
$1.95M +$1.95M +39,590 New
SCA
80
Scott Capital Advisors
Oregon
$1.94M +$1.47M +29,756 +309%
UB
81
UMB Bank
Missouri
$1.84M – – –
GA
82
Greenspring Advisors
Maryland
$1.73M -$1.09M -22,101 -39%
CPWM
83
Cypress Point Wealth Management
Texas
$1.67M -$1.57M -31,853 -48%
LNWWM
84
Laird Norton Wetherby Wealth Management
California
$1.67M +$139K +2,812 +9%
MFS
85
Madrona Financial Services
Washington
$1.57M +$1.57M +31,825 New
BCWM
86
Bartlett & Co Wealth Management
Ohio
$1.5M -$83.8K -1,700 -5%
BC
87
Bartlett & Co
Ohio
$1.5M -$83.8K -1,700 -5%
BFIM
88
Beese Fulmer Investment Management
Ohio
$1.49M – – –
AA
89
Axiom Advisory
California
$1.47M -$15.5K -314 -1%
LWAC
90
Laurel Wealth Advisors (California)
California
$1.36M +$1.36M +27,600 New
PHAM
91
Palisades Hudson Asset Management
Florida
$1.34M +$797K +16,164 +147%
CTC
92
Central Trust Company
Missouri
$1.32M -$680K -13,795 -34%
BAM
93
Baldrige Asset Management
Pennsylvania
$1.3M +$394K +7,994 +43%
Renaissance Technologies
94
Renaissance Technologies
New York
$1.24M +$1.24M +25,100 New
JGCM
95
Joseph Group Capital Management
Ohio
$1.21M +$77.6K +1,575 +7%
CFO
96
CVA Family Office
Colorado
$1.18M -$17.2K -349 -1%
FM
97
Foster & Motley
Ohio
$1.18M -$189K -3,830 -14%
SFG
98
StrategIQ Financial Group
Indiana
$1.18M +$470K +9,540 +67%
CTFG
99
Capstone Triton Financial Group
Oklahoma
$1.17M – – –
MA
100
Mutual Advisors
Nebraska
$1.14M +$1.14M +23,221 New
2 3
4
5 6

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.