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Vanguard Ultra-Short Bond ETF
VUSB

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: 19 → 30 (+11)

26% more funds holding

Funds holding: 177 → 223 (+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
–

Top Buyers

1
VFP
Verus Financial Partners
Virginia
+$68.3M
2
Mariner
Mariner
Kansas
+$44.7M
3
WA
WBH Advisory
Maryland
+$24M
4
GSAM
Grant Street Asset Management
Pennsylvania
+$17M
5
Jane Street
Jane Street
New York
+$12.8M

Top Sellers

1
FSA
Financial Sense Advisors
California
-$33.9M
2
AIA
Angeles Investment Advisors
California
-$31.4M
3
WBG
Wharton Business Group
Pennsylvania
-$26M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$13.2M
5
BFG
Bouchey Financial Group
New York
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
176
Two Sigma Securities
New York
$274K +$275K +5,578 New
CCM
177
Coldstream Capital Management
Washington
$272K -$21.9K -445 -7%
BCP
178
Berkeley Capital Partners
Georgia
$265K +$2.56K +52 +1%
WMG
179
WESCAP Management Group
California
$250K -$357K -7,249 -59%
EWA
180
Exencial Wealth Advisors
Oklahoma
$249K -$91.8K -1,862 -27%
EHC
181
Everett Harris & Co
California
$248K -$616K -12,500 -71%
HL
182
HeadInvest LLC
Maine
$246K – – –
SFA
183
Sequoia Financial Advisors
Ohio
$246K – – –
TWP
184
TFO Wealth Partners
Ohio
$245K -$340K -6,897 -58%
MBT
185
Montecito Bank & Trust
California
$239K +$240K +4,863 New
RI
186
Rinkey Investments
California
$239K +$240K +4,866 New
CAWM
187
Capital Advisors Wealth Management
Washington
$221K – – –
CYG
188
Clean Yield Group
Vermont
$211K +$212K +4,295 New
MA
189
MAS Advisors
Florida
$209K – – –
NA
190
NewEdge Advisors
Louisiana
$209K +$210K +4,250 New
DC
191
Darrow Company
Massachusetts
$188K +$189K +3,841 New
AF
192
Allworth Financial
California
$165K -$46.1K -936 -22%
SJIA
193
St. James Investment Advisors
New York
$150K +$151K +3,054 New
APA
194
American Portfolios Advisors
New York
$124K +$35.2K +714 +39%
TFM
195
TFC Financial Management
Massachusetts
$120K +$120K +2,430 New
CWP
196
Concord Wealth Partners
Virginia
$99K +$99.1K +2,010 New
CB
197
Community Bank
New York
$98K – – –
HWA
198
Heritage Wealth Advisors
Virginia
$98K +$98.6K +2,000 New
CAM
199
Chandler Asset Management
California
$90.8K -$42.4K -860 -32%
AWM
200
AllSquare Wealth Management
New York
$89K – – –
6 7
8
9 10

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.