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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
AC
76
Apella Capital
Connecticut
$2.3M +$365K +7,429 +19%
TF
77
TIAA FSB
Florida
$2.28M -$624K -12,690 -21%
LBC
78
Lowe Brockenbrough & Co
Virginia
$2.26M -$787K -16,000 -26%
AAS
79
Ameritas Advisory Services
Nebraska
$2.21M +$2.22M +45,173 New
MECA
80
Miller Equity Capital Advisors
Texas
$2.19M -$173K -3,525 -7%
AAS
81
Avantax Advisory Services
Texas
$2.19M +$59K +1,201 +3%
CPWM
82
Cypress Point Wealth Management
Texas
$2.18M +$513K +10,431 +31%
PGFC
83
Peapack-Gladstone Financial Corp
New Jersey
$2.1M -$49.2K -1,000 -2%
GCA
84
Gradient Capital Advisors
California
$2.07M -$417K -8,480 -17%
OMC
85
Old Mission Capital
Illinois
$2.02M -$902K -18,351 -31%
RCS
86
Retirement Capital Strategies
California
$2M -$9.39M -191,094 -82%
CFGF
87
Compass Financial Group (Florida)
Florida
$1.98M -$7.28K -148 -0.4%
SWMG
88
Signature Wealth Management Group
Georgia
$1.96M +$1.96M +39,966 New
HighTower Advisors
89
HighTower Advisors
Illinois
$1.92M -$3.13M -63,607 -62%
AA
90
Axiom Advisory
California
$1.89M +$426K +8,675 +29%
Citadel Advisors
91
Citadel Advisors
Florida
$1.85M +$1.86M +37,818 New
AI
92
Atria Investments
North Carolina
$1.83M +$1.84M +37,375 New
EBA
93
Eagle Bay Advisors
New York
$1.83M +$1.84M +37,375 New
SFG
94
StrategIQ Financial Group
Indiana
$1.79M +$624K +12,700 +53%
GA
95
Greenspring Advisors
Maryland
$1.71M -$13.6K -277 -0.8%
PHAM
96
Palisades Hudson Asset Management
Florida
$1.7M +$373K +7,596 +28%
LNWWM
97
Laird Norton Wetherby Wealth Management
California
$1.55M -$116K -2,367 -7%
BFIM
98
Beese Fulmer Investment Management
Ohio
$1.51M +$24.4K +496 +2%
USCWA
99
U.S. Capital Wealth Advisors
Texas
$1.51M +$417K +8,489 +38%
MWM
100
MorganRosel Wealth Management
Colorado
$1.5M -$3.62M -73,605 -71%

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.