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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
WBG
1
Wharton Business Group
Pennsylvania
$211M +$12.2M +248,037 +6%
TA
2
TruWealth Advisors
Louisiana
$108M +$1.79M +36,491 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$90.5M -$1.92M -39,139 -2%
VFP
4
Verus Financial Partners
Virginia
$66.4M -$1.35M -27,449 -2%
GSAM
5
Grant Street Asset Management
Pennsylvania
$37.8M +$20.9M +425,953 +123%
PCFFS
6
Pacific Center for Financial Services
California
$37.2M +$1.18M +24,084 +3%
KCM
7
Kathmere Capital Management
Pennsylvania
$36M +$5.1M +103,685 +16%
Mariner
8
Mariner
Kansas
$34.7M -$17.7M -360,065 -34%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$29.2M +$26.7M +542,609 +1,025%
Jane Street
10
Jane Street
New York
$28.6M +$10.4M +211,631 +57%
AW
11
Avion Wealth
Texas
$26.8M +$11M +223,840 +69%
MCM
12
Manchester Capital Management
Vermont
$26.4M +$26.5M +538,369 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$25.4M +$324K +6,594 +1%
ICG
14
InterOcean Capital Group
Tennessee
$21.8M +$10.7M +217,249 +95%
Creative Planning
15
Creative Planning
Kansas
$20.3M +$10.8M +219,114 +113%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$19.4M -$262K -5,325 -1%
BCM
17
Blume Capital Management
California
$14.6M +$12.6M +256,279 +622%
BCA
18
Bray Capital Advisors
Florida
$12.5M +$2.1M +42,700 +20%
FA
19
Fortis Advisors
Pennsylvania
$11.7M +$11.8M +239,533 New
CISOA
20
Capital Investment Services of America
Wisconsin
$11.7M -$2.74M -55,800 -19%
NGA
21
Naples Global Advisors
Florida
$10.8M -$2.19M -44,575 -17%
HWM
22
HB Wealth Management
Georgia
$10.8M +$10.8M +219,880 New
WFA
23
Websterrogers Financial Advisors
South Carolina
$10.5M -$2.22M -45,070 -17%
NCM
24
Northwest Capital Management
Oregon
$10.5M -$57.7K -1,174 -0.5%
RBC
25
Roble Belko & Company
Pennsylvania
$9.63M -$6.03M -122,560 -38%

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.