We are live on ! Find out more
VUSB icon

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
BPA
151
Beacon Pointe Advisors
California
$226K +$227K +4,573 New
JIC
152
Joel Isaacson & Co
New York
$222K -$124K -2,500 -36%
CAWM
153
Capital Advisors Wealth Management
Washington
$222K – – –
FFG
154
Fullen Financial Group
Ohio
$217K -$7.95K -160 -4%
AF
155
Allworth Financial
California
$212K +$54.6K +1,099 +34%
MA
156
MAS Advisors
Florida
$210K – – –
CAM
157
Chandler Asset Management
California
$134K – – –
EWA
158
EverSource Wealth Advisors
Alabama
$102K -$492K -9,900 -83%
CB
159
Community Bank
New York
$99K – – –
OAJ
160
Ogorek Anthony Joseph
New York
$95K +$2.09K +42 +2%
APA
161
American Portfolios Advisors
New York
$89.4K +$53.3K +1,074 +146%
AWM
162
AllSquare Wealth Management
New York
$89K – – –
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$74K – – –
AA
164
Ancora Advisors
Ohio
$53K +$14.6K +293 +38%
US Bancorp
165
US Bancorp
Minnesota
$49K +$49.7K +1,000 New
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$44K +$44.5K +897 New
WAM
167
Wallington Asset Management
Indiana
$42K -$2.98K -60 -7%
Morgan Stanley
168
Morgan Stanley
New York
$27K +$26.9K +541 New
GWM
169
Geneos Wealth Management
Colorado
$27K +$27.7K +558 New
CIAS
170
CFS Investment Advisory Services
New Jersey
$24K +$58.1M +1,170,395 +4,758%
KPCM
171
Kings Point Capital Management
New York
$23K – – –
IA
172
IFP Advisors
Florida
$22K +$22.2K +446 New
HCP
173
Hexagon Capital Partners
Arkansas
$17K +$17K +343 New
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$17K +$17.6K +354 New
PB
175
Pinnacle Bancorp
Nebraska
$10K – – –
5 6
7
8 9

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.