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Vanguard Ultra-Short Bond ETF
VUSB

270 hedge funds and large institutions have $1.46B invested in Vanguard Ultra-Short Bond ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 80 increasing their positions, 92 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 31

13% more funds holding

Funds holding: 240 → 270 (+30)

12% more capital invested

Capital invested by funds: $1.3B → $1.46B (+$160M)

13% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 92

19% less funds holding in top 10

Funds holding in top 10: 27 → 22 (-5)

22.45% less ownership

Funds ownership: 68.17% → 45.72% (-22%)

Holders
270
Holders Change
+30
Holders Change %
+12.5%
% of All Funds
4.34%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.35%
New
68
Increased
80
Reduced
92
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
+$94.7M
2
RWM
Ritholtz Wealth Management
New York
+$58.8M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$18.6M
4
DJSG
D.J. St. Germain
Massachusetts
+$15M
5
HHGA
Halbert Hargrove Global Advisors
California
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
TA
TruWealth Advisors
Louisiana
-$31.6M
2
Jane Street
Jane Street
New York
-$28.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$19.4M
4
BCM
Blume Capital Management
California
-$14.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
151
Lakewood Asset Management
Illinois
$790K +$789K +16,129 New
BSW
152
Buckingham Strategic Wealth
Missouri
$778K +$529K +10,808 +213%
Cerity Partners
153
Cerity Partners
New York
$771K +$770K +15,739 New
CCG
154
Chatham Capital Group
Georgia
$768K – – –
WMG
155
WESCAP Management Group
California
$733K +$49 +1 +0%
CFGSD
156
Compass Financial Group (South Dakota)
South Dakota
$726K +$725K +14,817 New
KP
157
Keel Point
Alabama
$720K +$719K +14,702 New
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$673K +$16.4K +335 +3%
CAL
159
Capital Analysts LLC
Pennsylvania
$668K +$512K +10,474 +332%
NA
160
NewEdge Advisors
Louisiana
$662K +$453K +9,268 +218%
LRWA
161
Long Run Wealth Advisors
New York
$661K +$660K +13,497 New
WAM
162
WNY Asset Management
New York
$634K -$201K -4,100 -24%
SJIA
163
St. James Investment Advisors
New York
$631K +$409K +8,371 +186%
SSIM
164
Sheets Smith Investment Management
Texas
$626K +$624K +12,760 New
FNWM
165
Financial Network Wealth Management
Utah
$618K +$617K +12,605 New
MFS
166
Madrona Financial Services
Washington
$601K +$600K +12,260 New
MPCG
167
Matrix Private Capital Group
New York
$591K +$590K +12,070 New
WCWM
168
Willow Creek Wealth Management
California
$582K -$360K -7,352 -38%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$580K +$579K +11,830 New
UBS Group
170
UBS Group
Switzerland
$571K +$570K +11,647 New
AT
171
Arden Trust
Delaware
$570K +$569K +11,624 New
MA
172
Mutual Advisors
Nebraska
$555K -$34.8K -712 -6%
AWA
173
Alaska Wealth Advisors
Alaska
$542K – – –
HF
174
HRT Financial
New York
$536K +$536K +10,957 New
BCM
175
Birch Capital Management
Texas
$535K -$42.2K -862 -7%
5 6
7
8 9

VUSB Hedge Fund Activity: Q4 2022 in Review

270 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q4 2022, worth a combined $1.46B — up 12% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new VUSB positions and 31 closed out — a net gain of 37 holders — while 80 added to existing stakes and 92 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $94.7M. The largest seller was TruWealth Advisors, cutting an estimated $31.6M.

  • 270 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q4 2022, up from 240 in Q3 2022.
  • Funds reported $1.46B of Vanguard Ultra-Short Bond ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 68 funds opened new Vanguard Ultra-Short Bond ETF positions in Q4 2022 and 31 closed out, a net change of +37 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q4 2022 was Wharton Business Group, an estimated $94.7M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q4 2022 was TruWealth Advisors, an estimated $31.6M sold.

Based on aggregated 13F filings for Q4 2022.