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Vanguard Ultra-Short Bond ETF

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: 1319 (+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: 172177 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1
Wharton Business Group
Pennsylvania
$226M +$65.5M +1,318,605 +40%
TA
2
TruWealth Advisors
Louisiana
$104M +$105M +2,112,923 New
Bank of New York Mellon
3
Bank of New York Mellon
New York
$97.6M +$98.1M +1,975,838 New
AIA
4
Angeles Investment Advisors
California
$69M +$21.4M +430,990 +45%
PCFFS
5
Pacific Center for Financial Services
California
$33.9M +$33.1M +667,274 +3,689%
FSA
6
Financial Sense Advisors
California
$33.9M +$34M +685,364 New
Neuberger Berman Group
7
Neuberger Berman Group
New York
$33.1M -$3.33M -67,044 -9%
KCM
8
Kathmere Capital Management
Pennsylvania
$29.9M +$30.1M +605,511 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$22.7M +$21.4M +431,364 +1,526%
KOC
10
Koss-Olinger Consulting
Florida
$19.8M +$2M +40,326 +11%
NGA
11
Naples Global Advisors
Florida
$19.4M -$228K -4,600 -1%
AW
12
Avion Wealth
Texas
$15.6M +$6.55M +131,902 +72%
SAM
13
SP Asset Management
California
$15.5M -$3.83M -77,128 -20%
CISOA
14
Capital Investment Services of America
Wisconsin
$15.3M
FBA
15
Front Barnett Associates
Illinois
$14.4M +$436K +8,785 +3%
BFG
16
Bouchey Financial Group
New York
$13.2M +$13.3M +267,104 New
NCM
17
Nelson Capital Management
California
$12M +$3.14M +63,182 +35%
NCM
18
Northwest Capital Management
Oregon
$11.3M -$39.7K -800 -0.3%
TCM
19
TD Capital Management
Tennessee
$10.8M +$64.3K +1,295 +0.6%
JWBC
20
John W. Brooker & Co
California
$10.5M -$431K -8,672 -4%
TYCC
21
Texas Yale Capital Corp
Florida
$9.63M +$1.53M +30,905 +19%
Mariner
22
Mariner
Kansas
$8.01M +$5.2M +104,665 +182%
LFP
23
Leeward Financial Partners
Washington
$7.85M +$6.75M +135,958 +591%
RBC
24
Roble Belko & Company
Pennsylvania
$7.84M -$16M -322,142 -67%
NL
25
NVWM LLC
Pennsylvania
$7.65M +$2.02M +40,580 +36%

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.