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Vanguard Ultra-Short Bond ETF

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: 1930 (+11)

26% more funds holding

Funds holding: 177223 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Sax Wealth Advisors
New Jersey
$431K +$10.5K +212 +2%
DC
152
Davenport & Co
Virginia
$428K +$103K +2,090 +32%
CA
153
CGN Advisors
Kansas
$428K +$429K +8,708 New
TNA
154
True North Advisors
Texas
$412K -$550K -11,165 -57%
ME
155
McIlrath & Eck
Washington
$410K -$162K -3,284 -28%
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$410K +$410K +8,326 New
FFG
157
Fullen Financial Group
Ohio
$400K +$184K +3,733 +85%
BDFN
158
Bond & Devick Financial Network
Minnesota
$392K
BBA
159
BLB&B Advisors
Pennsylvania
$389K -$52.9K -1,074 -12%
Truist Financial
160
Truist Financial
North Carolina
$385K +$386K +7,827 New
Envestnet Asset Management
161
Envestnet Asset Management
Illinois
$381K +$382K +7,754 New
NEWAS
162
N.E.W. Advisory Services
Wisconsin
$377K +$378K +7,666 New
AL
163
Aspiriant LLC
California
$369K +$370K +7,505 New
SG
164
Strid Group
Pennsylvania
$367K -$20.3K -411 -5%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$353K +$280K +5,676 +378%
ECM
166
Evergreen Capital Management
Washington
$344K +$345K +7,000 New
Morgan Stanley
167
Morgan Stanley
New York
$339K +$313K +6,344 +1,173%
CPWMP
168
Cardinal Point Wealth Management Partners
California
$333K
CBB
169
Citizens Business Bank
California
$329K +$35K +710 +12%
MPAM
170
Murphy Pohlad Asset Management
Minnesota
$324K +$37.3K +756 +13%
CRC
171
Curi RMB Capital
Illinois
$323K +$324K +6,574 New
RWA
172
RGT Wealth Advisors
Texas
$320K -$95.7K -1,942 -23%
BEW
173
Burton Enright Welch
California
$313K -$99.8K -2,025 -24%
PS
174
Portfolio Solutions
Michigan
$298K +$299K +6,066 New
BWM
175
BlackDiamond Wealth Management
New York
$294K -$20.2K -409 -6%

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.