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Vanguard Ultra-Short Bond ETF

294 hedge funds and large institutions have $2.12B invested in Vanguard Ultra-Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 33

4% more funds holding

Funds holding: 283294 (+11)

1% more capital invested

Capital invested by funds: $2.08B → $2.12B (+$30.7M)

0.41% more ownership

Funds ownership: 50.72%51.12% (+0.41%)

8% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 111

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
4.29%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
49
Increased
102
Reduced
111
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
226
Evanson Asset Management
California
$297K
DC
227
Davenport & Co
Virginia
$289K
GGS
228
Galvin Gaustad & Stein
Arizona
$284K -$236K -4,795 -45%
BWP
229
Barlow Wealth Partners
Kentucky
$280K +$279K +5,666 New
Millennium Management
230
Millennium Management
New York
$280K +$278K +5,656 New
RC
231
Roundview Capital
New Jersey
$277K -$4.22M -85,691 -94%
RJA
232
Raymond James & Associates
Florida
$260K +$15.5K +315 +6%
IWA
233
Inspirion Wealth Advisors
Illinois
$247K
SG
234
Strid Group
Pennsylvania
$244K +$20.7K +421 +9%
Pathstone Holdings
235
Pathstone Holdings
New Jersey
$242K +$241K +4,904 New
CCM
236
Colorado Capital Management
Colorado
$241K +$4.68K +95 +2%
MPAM
237
Murphy Pohlad Asset Management
Minnesota
$232K
Cerity Partners
238
Cerity Partners
New York
$231K -$60.3K -1,224 -21%
PA
239
Pinnacle Associates
New York
$225K +$224K +4,560 New
RF
240
RHS Financial
California
$222K +$221K +4,485 New
FNWM
241
Financial Network Wealth Management
Utah
$219K -$8.96K -182 -4%
MFS
242
Madrona Financial Services
Washington
$219K -$1.01M -20,471 -82%
PWMAG
243
Pinnacle Wealth Management Advisory Group
New Jersey
$210K +$209K +4,250 New
CIAS
244
CFS Investment Advisory Services
New Jersey
$209K +$208K +4,228 New
IAG
245
Investment Advisory Group
Massachusetts
$209K
FMWA
246
Forvis Mazars Wealth Advisors
Missouri
$203K -$265K -5,387 -57%
BRA
247
Biechele Royce Advisors
Indiana
$203K -$197K -4,000 -49%
QWM
248
Quadcap Wealth Management
Texas
$203K +$202K +4,099 New
AIM
249
Allen Investment Management
New York
$202K
BFEC
250
Benjamin F. Edwards & Company
Missouri
$165K +$136K +2,760 +484%

VUSB Hedge Fund Activity: Q4 2023 in Review

294 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q4 2023, worth a combined $2.12B — up 1.5% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VUSB positions and 33 closed out — a net gain of 16 holders — while 102 added to existing stakes and 111 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $48.8M. The largest seller was Jane Street, exiting entirely with an estimated $45.8M sold.

  • 294 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q4 2023, up from 283 in Q3 2023.
  • Funds reported $2.12B of Vanguard Ultra-Short Bond ETF stock for Q4 2023, up 1.5% quarter-over-quarter.
  • 49 funds opened new Vanguard Ultra-Short Bond ETF positions in Q4 2023 and 33 closed out, a net change of +16 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $48.8M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q4 2023 was Jane Street, an estimated $45.8M sold.

Based on aggregated 13F filings for Q4 2023.