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Vanguard Ultra-Short Bond ETF
VUSB

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: 13 → 19 (+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: 172 → 177 (+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
–

Top Buyers

Rank Fund Capital Flow
1
TA
TruWealth Advisors
Louisiana
+$105M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$98.1M
3
WBG
Wharton Business Group
Pennsylvania
+$65.5M
4
CIAS
CFS Investment Advisory Services
New Jersey
+$58.1M
5
FSA
Financial Sense Advisors
California
+$34M

Top Sellers

Rank Fund Capital Flow
1
RBC
Roble Belko & Company
Pennsylvania
-$16M
2
PCMC
Paragon Capital Management (Colorado)
Colorado
-$12.8M
3
Citadel Advisors
Citadel Advisors
Florida
-$9.24M
4
Jane Street
Jane Street
New York
-$6.64M
5
WF
Welch & Forbes
Massachusetts
-$5.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
126
Burton Enright Welch
California
$414K +$298 +6 +0.1%
SCA
127
STALEY CAPITAL ADVISERS
Pennsylvania
$410K – – –
JWS
128
Juncture Wealth Strategies
Arizona
$401K +$404K +8,129 New
MWM
129
MorganRosel Wealth Management
Colorado
$394K -$137K -2,761 -26%
BDFN
130
Bond & Devick Financial Network
Minnesota
$394K +$10.9K +220 +3%
SG
131
Strid Group
Pennsylvania
$388K +$391K +7,864 New
AWA
132
Amplius Wealth Advisors
Pennsylvania
$386K – – –
EWA
133
Exencial Wealth Advisors
Oklahoma
$342K +$344K +6,928 New
CPWMP
134
Cardinal Point Wealth Management Partners
California
$335K -$7.45K -150 -2%
DC
135
Davenport & Co
Virginia
$326K -$223K -4,500 -41%
BWM
136
BlackDiamond Wealth Management
New York
$316K -$107K -2,160 -25%
TWM
137
TriaGen Wealth Management
California
$308K -$209K -4,200 -40%
UBS Group
138
UBS Group
Switzerland
$305K +$171K +3,441 +125%
CBB
139
Citizens Business Bank
California
$296K +$89.4K +1,800 +43%
BRWM
140
B. Riley Wealth Management
Tennessee
$296K +$298K +6,000 New
CCM
141
Coldstream Capital Management
Washington
$295K -$29.2K -587 -9%
MPAM
142
Murphy Pohlad Asset Management
Minnesota
$288K – – –
OMC
143
Old Mission Capital
Illinois
$278K +$279K +5,620 New
MML Investors Services
144
MML Investors Services
Massachusetts
$276K +$278K +5,595 New
BCP
145
Berkeley Capital Partners
Georgia
$264K +$12.9K +260 +5%
SFA
146
Sequoia Financial Advisors
Ohio
$247K – – –
HL
147
HeadInvest LLC
Maine
$247K +$248K +5,000 New
EA
148
Eclectic Associates
California
$241K -$480K -9,655 -66%
EWM
149
Evermay Wealth Management
Virginia
$241K +$242K +4,874 New
BI
150
Berkeley Inc
Idaho
$235K -$34.7K -699 -13%
4 5
6
7 8

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.