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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
OC
126
Oppenheimer & Co
New York
$922K -$5.75M -116,996 -86%
NA
127
Nottingham Advisors
New York
$912K +$1.33K +27 +0.1%
AIM
128
Allen Investment Management
New York
$904K
RVPG
129
Relative Value Partners Group
$882K
NL
130
Navalign LLC
California
$843K +$847K +17,227 New
WAM
131
WNY Asset Management
New York
$835K -$133K -2,711 -14%
LPL Financial
132
LPL Financial
California
$833K +$197K +4,005 +31%
GLLW
133
Graves Light Lenhart Wealth
Virginia
$832K
MWM
134
Mascoma Wealth Management
New Hampshire
$820K +$82.3K +1,675 +11%
KAS
135
Kestra Advisory Services
Texas
$796K +$246K +5,004 +44%
CCG
136
Chatham Capital Group
Georgia
$767K -$311K -6,330 -29%
CAMG
137
CWA Asset Management Group
Florida
$735K +$738K +15,020 New
WMG
138
WESCAP Management Group
California
$732K +$485K +9,866 +194%
CFA
139
Cahill Financial Advisors
Minnesota
$720K +$723K +14,713 New
RJFSA
140
Raymond James Financial Services Advisors
Florida
$705K +$708K +14,396 New
PA
141
PFG Advisors
Arizona
$696K +$699K +14,219 New
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$670K +$88.5K +1,800 +15%
WHG
143
Westwood Holdings Group
Texas
$668K -$87.2K -1,773 -11%
WG
144
Watchman Group
Texas
$668K
Envestnet Asset Management
145
Envestnet Asset Management
Illinois
$656K +$277K +5,643 +73%
SQA
146
Simon Quick Advisors
New Jersey
$641K +$393 +8 +0.1%
CTC
147
Central Trust Company
Missouri
$607K -$713K -14,497 -54%
MA
148
Mutual Advisors
Nebraska
$590K -$549K -11,176 -48%
FM
149
Family Management
New York
$587K
BCM
150
Birch Capital Management
Texas
$576K +$52.8K +1,075 +10%

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.