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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
SJIA
201
St. James Investment Advisors
New York
$221K +$71.5K +1,455 +48%
CAWM
202
Capital Advisors Wealth Management
Washington
$220K
MA
203
MAS Advisors
Florida
$208K
NA
204
NewEdge Advisors
Louisiana
$208K
IAG
205
Investment Advisory Group
Massachusetts
$206K +$207K +4,218 New
CYG
206
Clean Yield Group
Vermont
$176K -$34.4K -700 -16%
CAL
207
Capital Analysts LLC
Pennsylvania
$155K +$155K +3,159 New
APA
208
American Portfolios Advisors
New York
$128K +$4.57K +93 +4%
TWP
209
TFO Wealth Partners
Ohio
$102K -$143K -2,899 -58%
CB
210
Community Bank
New York
$98K
AWM
211
AllSquare Wealth Management
New York
$89K
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$76K +$58K +1,180 +315%
CAM
213
Chandler Asset Management
California
$56K -$34.4K -700 -38%
AA
214
Ancora Advisors
Ohio
$50K -$2.51K -51 -5%
PA
215
Parallel Advisors
California
$50K +$49.9K +1,015 New
FPB
216
First PREMIER Bank
South Dakota
$49K
US Bancorp
217
US Bancorp
Minnesota
$49K
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.2K
HI
219
Harbour Investments
Wisconsin
$32K
GWM
220
Geneos Wealth Management
Colorado
$27K
WAM
221
Wallington Asset Management
Indiana
$24K -$10.3K -210 -30%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$23K -$147 -3 -0.6%
SIM
223
Studio Investment Management
Illinois
$22.4K -$7.04M -143,182 -100%
IA
224
IFP Advisors
Florida
$22K
HCP
225
Hexagon Capital Partners
Arkansas
$17K

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.