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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
270
Holders Change
+30
Holders Change %
+12.5%
% of All Funds
4.34%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.35%
New
68
Increased
80
Reduced
92
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
+$94.7M
2
RWM
Ritholtz Wealth Management
New York
+$58.8M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$18.6M
4
DJSG
D.J. St. Germain
Massachusetts
+$15M
5
HHGA
Halbert Hargrove Global Advisors
California
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
TA
TruWealth Advisors
Louisiana
-$31.6M
2
Jane Street
Jane Street
New York
-$28.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$19.4M
4
BCM
Blume Capital Management
California
-$14.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
76
Valmark Advisers
Ohio
$2.82M -$20K -408 -0.7%
CJFS
77
Coulter & Justus Financial Services
Tennessee
$2.82M -$443K -9,066 -14%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$2.79M – – –
WJA
79
Willis Johnson & Associates
Texas
$2.55M +$76.5K +1,563 +3%
LFP
80
Leeward Financial Partners
Washington
$2.55M -$955K -19,529 -27%
PD
81
Planning Directions
Pennsylvania
$2.48M +$2.48M +50,670 New
CPIG
82
Chicago Partners Investment Group
Illinois
$2.42M +$2.42M +49,380 New
SRC
83
Sage Rhino Capital
California
$2.34M +$2.34M +47,761 New
AAS
84
Ameritas Advisory Services
Nebraska
$2.33M +$119K +2,426 +5%
AA
85
Axiom Advisory
California
$2.25M +$363K +7,426 +19%
TC
86
TAGStone Capital
North Carolina
$2.25M -$1.25M -25,654 -36%
NWM
87
Northwest Wealth Management
Iowa
$2.21M -$98.9K -2,022 -4%
AAS
88
Avantax Advisory Services
Texas
$2.15M -$43.5K -889 -2%
PGFC
89
Peapack-Gladstone Financial Corp
New Jersey
$2.14M +$38.6K +790 +2%
SWMG
90
Signature Wealth Management Group
Georgia
$1.93M -$23.8K -486 -1%
CPWM
91
Cypress Point Wealth Management
Texas
$1.93M -$247K -5,048 -11%
MWA
92
Mills Wealth Advisors
Texas
$1.93M +$1.93M +39,384 New
CFGF
93
Compass Financial Group (Florida)
Florida
$1.92M -$61.9K -1,266 -3%
HAS
94
HBW Advisory Services
California
$1.91M +$1.91M +39,006 New
OMC
95
Old Mission Capital
Illinois
$1.91M -$111K -2,268 -5%
NL
96
Navalign LLC
California
$1.87M +$1.02M +20,900 +121%
FPCP
97
Fort Point Capital Partners
California
$1.86M +$1.85M +37,881 New
ZF
98
Zhang Financial
Michigan
$1.8M +$1.8M +36,821 New
AF
99
Allworth Financial
California
$1.73M +$581K +11,870 +51%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$1.68M -$6.88M -140,686 -80%
2 3
4
5 6

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.