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Vanguard Ultra-Short Bond ETF

282 hedge funds and large institutions have $1.36B invested in Vanguard Ultra-Short Bond ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 118 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

3% more funds holding

Funds holding: 275282 (+7)

3% less capital invested

Capital invested by funds: $1.4B → $1.36B (-$45.6M)

1.71% less ownership

Funds ownership: 40.49%38.78% (-1.7%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

25% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 118

Holders
282
Holders Change
+7
Holders Change %
+2.55%
% of All Funds
4.43%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
35
Increased
88
Reduced
118
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RMAM
226
Raab & Moskowitz Asset Management
New Jersey
$258K -$97.8K -1,990 -27%
GLLW
227
Graves Light Lenhart Wealth
Virginia
$256K +$147 +3 +0.1%
EBA
228
Eagle Bay Advisors
New York
$255K -$292K -5,945 -53%
RJA
229
Raymond James & Associates
Florida
$254K -$11.1K -225 -4%
TCM
230
Triumph Capital Management
Colorado
$248K +$248K +5,052 New
ACA
231
Aptus Capital Advisors
Alabama
$248K +$248K +5,049 New
IWA
232
Inspirion Wealth Advisors
Illinois
$246K
IWA
233
Intercontinental Wealth Advisors
Texas
$246K
BCP
234
Berkeley Capital Partners
Georgia
$245K -$1.77K -36 -0.7%
ML
235
Mayport LLC
Massachusetts
$241K +$241K +4,907 New
PFO
236
Pathstone Family Office
New Jersey
$241K
BCM
237
Blume Capital Management
California
$237K -$12.1K -247 -5%
MPAM
238
Murphy Pohlad Asset Management
Minnesota
$231K
CCM
239
Colorado Capital Management
Colorado
$228K -$803K -16,345 -78%
HIC
240
Holderness Investments Company
North Carolina
$221K
PWP
241
Perfromance Wealth Partners
Illinois
$218K +$219K +4,453 New
PIMG
242
Patriot Investment Management Group
Tennessee
$214K -$4.67K -95 -2%
BFG
243
Bleakley Financial Group
New Jersey
$213K +$213K +4,339 New
SS
244
Simplicity Solutions
Minnesota
$213K +$213K +4,339 New
MA
245
MAS Advisors
Florida
$209K
NW
246
NewEdge Wealth
Pennsylvania
$209K
IAG
247
Investment Advisory Group
Massachusetts
$207K
OC
248
Oppenheimer & Co
New York
$203K -$25.9K -526 -11%
RFG
249
RFP Financial Group
Georgia
$203K +$2.11K +43 +1%
AIM
250
Allen Investment Management
New York
$201K

VUSB Hedge Fund Activity: Q2 2023 in Review

282 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q2 2023, worth a combined $1.36B — down 3.3% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VUSB positions and 24 closed out — a net gain of 11 holders — while 88 added to existing stakes and 118 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $213M. The largest seller was Wharton Business Group, cutting an estimated $120M.

  • 282 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q2 2023, up from 275 in Q1 2023.
  • Funds reported $1.36B of Vanguard Ultra-Short Bond ETF stock for Q2 2023, down 3.3% quarter-over-quarter.
  • 35 funds opened new Vanguard Ultra-Short Bond ETF positions in Q2 2023 and 24 closed out, a net change of +11 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $213M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q2 2023 was Wharton Business Group, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2023.