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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
JWM
176
Janiczek Wealth Management
Colorado
$9K – – –
JFA
177
JNBA Financial Advisors
Minnesota
$4K – – –
Citadel Advisors
178
Citadel Advisors
Florida
– -$9.24M -185,055 Closed
WF
179
Welch & Forbes
Massachusetts
– -$5.32M -106,517 Closed
CFA
180
CWS Financial Advisors
Michigan
– -$4.26M -85,335 Closed
HPC
181
HM Payson & Co
Maine
– -$3.01M -60,205 Closed
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
– -$2.65M -53,058 Closed
PAM
183
Palisade Asset Management
Minnesota
– -$2.44M -48,757 Closed
WJA
184
Willis Johnson & Associates
Texas
– -$2.4M -47,965 Closed
NA
185
Nottingham Advisors
New York
– -$1.81M -36,287 Closed
LPL Financial
186
LPL Financial
California
– -$1.39M -27,775 Closed
AC
187
Apella Capital
Connecticut
– -$1M -20,013 Closed
HIC
188
Holderness Investments Company
North Carolina
– -$974K -19,493 Closed
CFS
189
CRA Financial Services
New Jersey
– -$563K -11,272 Closed
AWA
190
Alaska Wealth Advisors
Alaska
– -$447K -8,943 Closed
DPI
191
Diversified Portfolios Inc
Michigan
– -$410K -8,199 Closed
NEWAS
192
N.E.W. Advisory Services
Wisconsin
– -$383K -7,669 Closed
BF
193
BOK Financial
Oklahoma
– -$350K -7,013 Closed
LNB
194
Ledyard National Bank
– -$332K -6,646 Closed
BAAM
195
Baker Avenue Asset Management
California
– -$249K -4,980 Closed
BHWM
196
Beaird Harris Wealth Management
Texas
– -$216K -4,325 Closed
NA
197
NewEdge Advisors
Louisiana
– -$212K -4,250 Closed
RG
198
Retirement Group
California
– -$150K -3,012 Closed
CWP
199
Concord Wealth Partners
Virginia
– -$100K -2,004 Closed
SJIA
200
St. James Investment Advisors
New York
– -$35K -695 Closed
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.