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Vanguard Ultra-Short Bond ETF
VUSB

283 hedge funds and large institutions have $2.08B invested in Vanguard Ultra-Short Bond ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 88 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $1.36B → $2.08B (+$728M)

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

11.94% more ownership

Funds ownership: 38.78% → 50.72% (+12%)

0% more funds holding

Funds holding: 282 → 283 (+1)

4% less funds holding in top 10

Funds holding in top 10: 25 → 24 (-1)

17% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 106

Holders
283
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.49%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.38%
New
36
Increased
88
Reduced
106
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$514M
2
WBG
Wharton Business Group
Pennsylvania
+$125M
3
Jane Street
Jane Street
New York
+$39.9M
4
BTI
Blue Trust Inc
Georgia
+$26.2M
5
KOC
Koss-Olinger Consulting
Florida
+$25.5M

Top Sellers

Rank Fund Capital Flow
1
RWM
Ritholtz Wealth Management
New York
-$68.3M
2
MCM
Manchester Capital Management
Vermont
-$15.3M
3
GSAM
Grant Street Asset Management
Pennsylvania
-$12.3M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$12.2M
5
Creative Planning
Creative Planning
Kansas
-$6.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
226
Davenport & Co
Virginia
$288K – – –
CPCM
227
Cardinal Point Capital Management
Ontario, Canada
$273K – – –
PFO
228
Pathstone Family Office
New Jersey
$261K +$19.6K +400 +8%
BPA
229
Beacon Pointe Advisors
California
$260K -$26.9K -547 -9%
TCM
230
Triumph Capital Management
Colorado
$249K – – –
OMC
231
Old Mission Capital
Illinois
$248K +$247K +5,034 New
IWA
232
Inspirion Wealth Advisors
Illinois
$246K – – –
BCP
233
Berkeley Capital Partners
Georgia
$245K +$295 +6 +0.1%
RJA
234
Raymond James & Associates
Florida
$243K -$11.7K -238 -5%
ML
235
Mayport LLC
Massachusetts
$241K – – –
BCM
236
Blume Capital Management
California
$237K – – –
CCM
237
Colorado Capital Management
Colorado
$235K +$6.34K +129 +3%
BWM
238
Birchcreek Wealth Management
Ohio
$233K -$108K -2,205 -32%
MPAM
239
Murphy Pohlad Asset Management
Minnesota
$231K – – –
FNWM
240
Financial Network Wealth Management
Utah
$227K -$136K -2,773 -37%
GA
241
GSG Advisors
New Jersey
$227K +$226K +4,608 New
SG
242
Strid Group
Pennsylvania
$222K -$90.3K -1,838 -29%
HIC
243
Holderness Investments Company
North Carolina
$214K -$7.86K -160 -4%
TDC
244
Thompson Davis & Co
Virginia
$210K +$210K +4,267 New
MA
245
MAS Advisors
Florida
$209K – – –
NW
246
NewEdge Wealth
Pennsylvania
$209K – – –
UBS Group
247
UBS Group
Switzerland
$209K +$208K +4,243 New
RMAM
248
Raab & Moskowitz Asset Management
New Jersey
$208K -$50K -1,017 -19%
IAG
249
Investment Advisory Group
Massachusetts
$207K – – –
AIM
250
Allen Investment Management
New York
$201K – – –
8 9
10
11 12

VUSB Hedge Fund Activity: Q3 2023 in Review

283 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q3 2023, worth a combined $2.08B — up 54% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VUSB positions and 31 closed out — a net gain of 5 holders — while 88 added to existing stakes and 106 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $514M. The largest seller was Ritholtz Wealth Management, exiting entirely with an estimated $68.3M sold.

  • 283 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q3 2023, up from 282 in Q2 2023.
  • Funds reported $2.08B of Vanguard Ultra-Short Bond ETF stock for Q3 2023, up 54% quarter-over-quarter.
  • 36 funds opened new Vanguard Ultra-Short Bond ETF positions in Q3 2023 and 31 closed out, a net change of +5 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $514M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q3 2023 was Ritholtz Wealth Management, an estimated $68.3M sold.

Based on aggregated 13F filings for Q3 2023.