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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
LPP
151
Life Planning Partners
Florida
$575K -$6.88K -140 -1%
CFS
152
CRA Financial Services
New Jersey
$550K -$147 -3 -0%
GG
153
Gofen & Glossberg
Illinois
$548K -$333K -6,775 -38%
AWA
154
Alaska Wealth Advisors
Alaska
$541K -$191K -3,883 -26%
FTUS
155
Flow Traders U.S.
New York
$541K +$544K +11,057 New
RMAM
156
Raab & Moskowitz Asset Management
New Jersey
$514K +$48.2K +981 +10%
AP
157
Adero Partners
California
$501K +$505K +10,263 New
CAN
158
Cetera Advisor Networks
California
$498K -$136K -2,770 -21%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$486K -$459K -9,334 -48%
PFO
160
Pathstone Family Office
New Jersey
$480K +$482K +9,808 New
SCM
161
SOL Capital Management
Maryland
$480K -$51.6K -1,050 -10%
ME
162
McIlrath & Eck
Washington
$471K +$62.7K +1,276 +15%
NB
163
Nicolet Bankshares
Wisconsin
$462K -$87.2K -1,773 -16%
SPIA
164
Steward Partners Investment Advisory
New York
$452K +$454K +9,239 New
CA
165
Crane Advisory
California
$438K +$440K +8,953 New
HIC
166
Hartline Investment Corp
Illinois
$437K +$439K +8,923 New
LA
167
Latitude Advisors
Florida
$437K +$439K +8,923 New
SWA
168
Sax Wealth Advisors
New Jersey
$429K +$934 +19 +0.2%
KMWM
169
Keudell/Morrison Wealth Management
Oregon
$423K -$205K -4,170 -33%
DC
170
Davenport & Co
Virginia
$422K -$3.69K -75 -0.9%
KOC
171
Koss-Olinger Consulting
Florida
$420K -$18.9M -384,518 -98%
WMA
172
Wealth Management Associates
New Jersey
$419K -$130K -2,650 -24%
RI
173
Rinkey Investments
California
$415K +$178K +3,621 +74%
BDFN
174
Bond & Devick Financial Network
Minnesota
$390K
NEWAS
175
N.E.W. Advisory Services
Wisconsin
$375K

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.