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Vanguard Ultra-Short Bond ETF
VUSB

275 hedge funds and large institutions have $1.4B invested in Vanguard Ultra-Short Bond ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

18% more funds holding in top 10

Funds holding in top 10: 22 → 26 (+4)

2% more funds holding

Funds holding: 270 → 275 (+5)

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

4% less capital invested

Capital invested by funds: $1.46B → $1.4B (-$58.5M)

5.23% less ownership

Funds ownership: 45.72% → 40.49% (-5.2%)

Holders
275
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
4.38%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.41%
New
32
Increased
103
Reduced
102
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$50.8M
2
AW
Avion Wealth
Texas
+$38.4M
3
BTI
Blue Trust Inc
Georgia
+$25.3M
4
Renaissance Technologies
Renaissance Technologies
New York
+$24.5M
5
HKAM
Horizon Kinetics Asset Management
New York
+$9.59M

Top Sellers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
-$99.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$90.5M
3
VFP
Verus Financial Partners
Virginia
-$61.8M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$17M
5
KAS
Kestra Advisory Services
Texas
-$8.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
226
Berkeley Capital Partners
Georgia
$247K -$17.6K -359 -7%
IWA
227
Inspirion Wealth Advisors
Illinois
$246K – – –
IWA
228
Intercontinental Wealth Advisors
Texas
$246K +$246K +5,000 New
KFC
229
Klingenstein Fields & Co
New York
$243K – – –
PFO
230
Pathstone Family Office
New Jersey
$241K -$241K -4,904 -50%
MPAM
231
Murphy Pohlad Asset Management
Minnesota
$231K – – –
ASN
232
Advisory Services Network
Georgia
$230K +$158K +3,222 +223%
OC
233
Oppenheimer & Co
New York
$229K -$624K -12,706 -73%
ECM
234
Exchange Capital Management
Michigan
$227K +$227K +4,616 New
HIC
235
Holderness Investments Company
North Carolina
$222K +$221K +4,502 New
CAWM
236
Capital Advisors Wealth Management
Washington
$222K – – –
PIMG
237
Patriot Investment Management Group
Tennessee
$219K – – –
BST
238
Bath Savings Trust
Maine
$210K +$209K +4,255 New
MA
239
MAS Advisors
Florida
$209K – – –
NW
240
NewEdge Wealth
Pennsylvania
$209K +$209K +4,250 New
FFG
241
Fullen Financial Group
Ohio
$208K -$49.3K -1,003 -19%
IAG
242
Investment Advisory Group
Massachusetts
$208K – – –
CCM
243
Coldstream Capital Management
Washington
$206K -$21.9K -446 -10%
AIM
244
Allen Investment Management
New York
$201K – – –
RFG
245
RFP Financial Group
Georgia
$201K +$1.23K +25 +0.6%
CTC
246
Central Trust Company
Missouri
$187K -$109K -2,216 -37%
TCWA
247
Ten Capital Wealth Advisors
Washington
$181K +$181K +3,681 New
CT
248
Caldwell Trust
Florida
$160K +$160K +3,255 New
NSIM
249
North Star Investment Management
Illinois
$147K +$31.4K +640 +27%
CYG
250
Clean Yield Group
Vermont
$120K – – –
8 9
10
11 12

VUSB Hedge Fund Activity: Q1 2023 in Review

275 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q1 2023, worth a combined $1.4B — down 4% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VUSB positions and 22 closed out — a net gain of 10 holders — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $50.8M. The largest seller was Wharton Business Group, cutting an estimated $99.2M.

  • 275 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q1 2023, up from 270 in Q4 2022.
  • Funds reported $1.4B of Vanguard Ultra-Short Bond ETF stock for Q1 2023, down 4% quarter-over-quarter.
  • 32 funds opened new Vanguard Ultra-Short Bond ETF positions in Q1 2023 and 22 closed out, a net change of +10 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q1 2023 was Jane Street, an estimated $50.8M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q1 2023 was Wharton Business Group, an estimated $99.2M sold.

Based on aggregated 13F filings for Q1 2023.