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
AWA
126
Alaska Wealth Advisors
Alaska
$735K +$737K +14,945 New
MOS
127
MGO One Seven
Ohio
$685K -$416K -8,437 -38%
WWM
128
Western Wealth Management
Colorado
$682K -$22.9K -464 -3%
WG
129
Watchman Group
Texas
$672K +$673K +13,650 New
AC
130
Applied Capital
Arkansas
$654K -$145K -2,950 -18%
SQA
131
Simon Quick Advisors
New Jersey
$643K +$645K +13,083 New
LPL Financial
132
LPL Financial
California
$640K +$641K +13,008 New
CAN
133
Cetera Advisor Networks
California
$637K +$66.7K +1,352 +12%
KMWM
134
Keudell/Morrison Wealth Management
Oregon
$631K -$297K -6,018 -32%
CPA
135
Cardiff Park Advisors
California
$629K +$630K +12,782 New
TIAM2
136
Tru Independence Asset Management 2
Oregon
$622K +$624K +12,647 New
SCA
137
STALEY CAPITAL ADVISERS
Pennsylvania
$605K +$197K +4,000 +48%
WJA
138
Willis Johnson & Associates
Texas
$593K +$594K +12,052 New
NEPWA
139
New England Private Wealth Advisors
Massachusetts
$592K – – –
FM
140
Family Management
New York
$590K +$591K +11,994 New
LPP
141
Life Planning Partners
Florida
$585K +$28.6K +581 +5%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$585K +$586K +11,890 New
KAS
143
Kestra Advisory Services
Texas
$554K +$555K +11,256 New
CFS
144
CRA Financial Services
New Jersey
$553K +$554K +11,234 New
WMA
145
Wealth Management Associates
New Jersey
$551K -$564K -11,440 -51%
NB
146
Nicolet Bankshares
Wisconsin
$551K +$42.9K +870 +8%
SCM
147
SOL Capital Management
Maryland
$534K -$345K -7,000 -39%
BCM
148
Birch Capital Management
Texas
$526K – – –
RMAM
149
Raab & Moskowitz Asset Management
New Jersey
$469K -$17K -345 -3%
IAMOG
150
Investors Asset Management of Georgia
Georgia
$458K +$458K +9,300 New
4 5
6
7 8

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.