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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
NFP
101
NorthLanding Financial Partners
New York
$1.46M +$1.46M +29,761 New
BCWM
102
Bartlett & Co Wealth Management
Ohio
$1.45M -$43.3K -880 -3%
BC
103
Bartlett & Co
Ohio
$1.45M -$43.3K -880 -3%
LWAC
104
Laurel Wealth Advisors (California)
California
$1.36M +$10.5K +214 +0.8%
UB
105
UMB Bank
Missouri
$1.35M -$492K -10,000 -27%
JGCM
106
Joseph Group Capital Management
Ohio
$1.33M +$132K +2,687 +11%
BAM
107
Baldrige Asset Management
Pennsylvania
$1.27M -$19.4K -395 -1%
CTFG
108
Capstone Triton Financial Group
Oklahoma
$1.21M +$49.2K +1,000 +4%
CFO
109
CVA Family Office
Colorado
$1.17M
GIA
110
Gladstone Institutional Advisory
Florida
$1.15M +$1.16M +23,571 New
AF
111
Allworth Financial
California
$1.14M +$984K +20,014 +596%
OIA
112
OneDigital Investment Advisors
Kansas
$1.13M
SGI
113
Summit Global Investments
Utah
$1.12M +$172K +3,495 +18%
PAM
114
Peak Asset Management
Colorado
$1.1M +$1.11M +22,526 New
SIC
115
SJS Investment Consulting
Ohio
$1.04M +$1.05M +21,340 New
BA
116
Ballew Advisors
Mississippi
$1.03M +$287K +5,830 +38%
CIC
117
Cutler Investment Counsel
Oregon
$1.01M +$277K +5,625 +37%
SAM
118
Summit Asset Management
Tennessee
$984K -$59K -1,200 -6%
CA
119
Capital Advantage
California
$972K
CPA
120
Cardiff Park Advisors
California
$966K +$342K +6,948 +54%
ECM
121
Elgethun Capital Management
South Dakota
$946K -$147K -2,995 -13%
WCWM
122
Willow Creek Wealth Management
California
$941K +$43.9K +892 +5%
Renaissance Technologies
123
Renaissance Technologies
New York
$940K -$290K -5,900 -24%
AL
124
Aspiriant LLC
California
$935K +$571K +11,608 +155%
CAG
125
Curtis Advisory Group
California
$934K +$26.4K +537 +3%

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.