We are live on ! Find out more
VUSB icon

Vanguard Ultra-Short Bond ETF

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: 1930 (+11)

26% more funds holding

Funds holding: 177223 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1
Wharton Business Group
Pennsylvania
$200M -$26M -526,373 -11%
TA
2
TruWealth Advisors
Louisiana
$107M +$3.01M +61,094 +3%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$92.9M -$4.35M -88,167 -4%
VFP
4
Verus Financial Partners
Virginia
$68.2M +$68.3M +1,385,798 New
Mariner
5
Mariner
Kansas
$52.6M +$44.7M +906,248 +559%
AIA
6
Angeles Investment Advisors
California
$37.4M -$31.4M -637,835 -46%
PCFFS
7
Pacific Center for Financial Services
California
$36.2M +$2.5M +50,775 +7%
KCM
8
Kathmere Capital Management
Pennsylvania
$31.1M +$1.27M +25,824 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$25.2M +$2.57M +52,104 +11%
WA
10
WBH Advisory
Maryland
$24.8M +$24M +487,812 +3,119%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$19.8M -$13.2M -267,836 -40%
KOC
12
Koss-Olinger Consulting
Florida
$19.3M -$405K -8,209 -2%
Jane Street
13
Jane Street
New York
$18.4M +$12.8M +259,163 +227%
AW
14
Avion Wealth
Texas
$15.9M +$387K +7,856 +2%
RBC
15
Roble Belko & Company
Pennsylvania
$15.7M +$7.91M +160,508 +101%
CISOA
16
Capital Investment Services of America
Wisconsin
$14.5M -$582K -11,812 -4%
NGA
17
Naples Global Advisors
Florida
$13.1M -$6.25M -126,750 -32%
FBA
18
Front Barnett Associates
Illinois
$13.1M -$1.33M -27,038 -9%
WFA
19
Websterrogers Financial Advisors
South Carolina
$12.8M +$12.3M +249,382 +2,256%
RCS
20
Retirement Capital Strategies
California
$11.4M +$11.4M +231,900 New
ICG
21
InterOcean Capital Group
Tennessee
$11.2M +$7.09M +143,746 +171%
Goldman Sachs
22
Goldman Sachs
New York
$10.7M +$10.7M +216,945 New
NCM
23
Northwest Capital Management
Oregon
$10.6M -$632K -12,822 -6%
BCA
24
Bray Capital Advisors
Florida
$10.4M +$10.5M +212,050 New
LFA
25
Landmark Financial Advisors
Kentucky
$10.2M +$9.35M +189,560 +1,081%

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.