We are live on ! Find out more
VUSB icon

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
OIA
101
OneDigital Investment Advisors
Kansas
$1.13M +$641K +13,000 +130%
ECM
102
Elgethun Capital Management
South Dakota
$1.1M -$412K -8,361 -27%
SFG
103
Steward Financial Group
Texas
$1.1M +$1.1M +22,318 New
USCWA
104
U.S. Capital Wealth Advisors
Texas
$1.1M +$1.1M +22,303 New
CCG
105
Chatham Capital Group
Georgia
$1.08M -$113K -2,300 -9%
SAM
106
Summit Asset Management
Tennessee
$1.05M -$847K -17,180 -45%
CAAS
107
Capital Asset Advisory Services
Michigan
$982K – – –
CA
108
Capital Advantage
California
$977K – – –
WAM
109
WNY Asset Management
New York
$971K -$528K -10,704 -35%
SGI
110
Summit Global Investments
Utah
$953K +$955K +19,369 New
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$947K +$185K +3,753 +24%
NA
112
Nottingham Advisors
New York
$916K +$917K +18,610 New
MFA
113
McClarren Financial Advisors
Pennsylvania
$914K -$6.21M -126,036 -87%
CAG
114
Curtis Advisory Group
California
$912K +$157K +3,189 +21%
AIM
115
Allen Investment Management
New York
$908K +$910K +18,465 New
WCWM
116
Willow Creek Wealth Management
California
$902K +$395K +8,002 +77%
RVPG
117
Relative Value Partners Group
$886K +$888K +18,017 New
GG
118
Gofen & Glossberg
Illinois
$884K -$473K -9,600 -35%
GLLW
119
Graves Light Lenhart Wealth
Virginia
$836K -$4.65M -94,261 -85%
PIFP
120
Partners in Financial Planning
Virginia
$764K +$767K +15,555 New
IC
121
IEQ Capital
California
$763K +$62.2K +1,262 +9%
WHG
122
Westwood Holdings Group
Texas
$759K +$760K +15,419 New
BA
123
Ballew Advisors
Mississippi
$748K +$750K +15,206 New
CIC
124
Cutler Investment Counsel
Oregon
$742K -$465K -9,435 -38%
MWM
125
Mascoma Wealth Management
New Hampshire
$741K -$138K -2,800 -16%
3 4
5
6 7

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.