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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
AF
176
Advisornet Financial
Minnesota
$353K +$354K +7,208 New
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$351K
ECM
178
Evergreen Capital Management
Washington
$343K
SG
179
Strid Group
Pennsylvania
$333K -$32K -650 -9%
CPWMP
180
Cardinal Point Wealth Management Partners
California
$331K
CRC
181
Curi RMB Capital
Illinois
$322K
Morgan Stanley
182
Morgan Stanley
New York
$321K -$16K -325 -5%
MPAM
183
Murphy Pohlad Asset Management
Minnesota
$321K -$1.97K -40 -0.6%
FFG
184
Fullen Financial Group
Ohio
$320K -$77.6K -1,579 -19%
RWA
185
RGT Wealth Advisors
Texas
$318K
BCM
186
Brookstone Capital Management
Illinois
$314K +$316K +6,428 New
BEW
187
Burton Enright Welch
California
$313K +$1.18K +24 +0.4%
WAP
188
Wealthcare Advisory Partners
Pennsylvania
$312K -$96.4K -1,960 -24%
PS
189
Portfolio Solutions
Michigan
$298K +$885 +18 +0.3%
NSIM
190
North Star Investment Management
Illinois
$282K +$265K +5,386 +1,476%
BPA
191
Beacon Pointe Advisors
California
$279K +$279K +5,684 New
EF
192
Exeter Financial
Arizona
$278K +$279K +5,676 New
MBT
193
Montecito Bank & Trust
California
$273K +$35.4K +720 +15%
BCP
194
Berkeley Capital Partners
Georgia
$263K -$1.28K -26 -0.5%
BSW
195
Buckingham Strategic Wealth
Missouri
$249K +$250K +5,078 New
RWA
196
Redmont Wealth Advisors
Illinois
$249K +$250K +5,080 New
KFC
197
Klingenstein Fields & Co
New York
$242K +$243K +4,934 New
BB
198
Bell Bank
North Dakota
$237K +$238K +4,833 New
EWA
199
Exencial Wealth Advisors
Oklahoma
$235K -$13.2K -268 -5%
FM
200
Foster & Motley
Ohio
$224K -$949K -19,311 -81%

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.