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Vanguard Ultra-Short Bond ETF

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: 1319 (+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: 172177 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
IC
101
IEQ Capital
California
$704K +$318K +6,404 +82%
WMG
102
WESCAP Management Group
California
$609K +$613K +12,339 New
KPWS
103
Kestra Private Wealth Services
Texas
$593K +$596K +12,005 New
NEPWA
104
New England Private Wealth Advisors
Massachusetts
$592K +$149 +3 +0%
TWP
105
TFO Wealth Partners
Ohio
$586K -$332K -6,682 -36%
ME
106
McIlrath & Eck
Washington
$574K +$156K +3,138 +37%
PA
107
Pinnacle Associates
New York
$572K -$1.02M -20,625 -64%
CAN
108
Cetera Advisor Networks
California
$572K +$5.86K +118 +1%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$564K -$34.5K -695 -6%
LPP
110
Life Planning Partners
Florida
$557K -$213K -4,288 -27%
WFA
111
Websterrogers Financial Advisors
South Carolina
$546K +$309K +6,225 +129%
PHAM
112
Palisades Hudson Asset Management
Florida
$543K +$546K +10,987 New
CG
113
Colony Group
Massachusetts
$539K -$498K -10,034 -48%
BCM
114
Birch Capital Management
Texas
$529K
NB
115
Nicolet Bankshares
Wisconsin
$510K +$58.5K +1,178 +13%
WCWM
116
Willow Creek Wealth Management
California
$510K +$80.8K +1,626 +19%
BMA
117
Brooks Moore & Associates
Tennessee
$509K -$267K -5,385 -34%
EAM
118
Evanson Asset Management
California
$494K +$397 +8 +0.1%
OIA
119
OneDigital Investment Advisors
Kansas
$493K
RMAM
120
Raab & Moskowitz Asset Management
New Jersey
$488K +$79.6K +1,602 +19%
SCA
121
Scott Capital Advisors
Oregon
$476K +$479K +9,645 New
PCMC
122
Paragon Capital Management (Colorado)
Colorado
$454K -$12.8M -258,711 -97%
BBA
123
BLB&B Advisors
Pennsylvania
$444K -$1.85M -37,215 -81%
SWA
124
Sax Wealth Advisors
New Jersey
$422K -$13.3K -268 -3%
RWA
125
RGT Wealth Advisors
Texas
$417K +$162K +3,265 +63%

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.