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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
IAIM
251
Industrial Alliance Investment Management
Quebec, Canada
$182K +$182K +3,700 New
NSIM
252
North Star Investment Management
Illinois
$172K +$25K +508 +17%
TWM
253
Tradition Wealth Management
Minnesota
$147K +$49.1K +1,000 +50%
CYG
254
Clean Yield Group
Vermont
$120K
HS
255
Horan Securities
United States
$105K +$105K +2,127 New
CB
256
Community Bank
New York
$98.3K
S
257
SignatureFD
Georgia
$96.8K +$95.8K +1,950 +9,750%
AWM
258
AllSquare Wealth Management
New York
$89.1K
MWM
259
Mascoma Wealth Management
New Hampshire
$88K -$688K -13,994 -89%
CT
260
Caldwell Trust
Florida
$83.1K -$76.9K -1,565 -48%
HI
261
Harbour Investments
Wisconsin
$62.5K
US Bancorp
262
US Bancorp
Minnesota
$49.2K
AA
263
Ancora Advisors
Ohio
$47.8K
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.4K
BCM
265
Birch Capital Management
Texas
$44.9K -$513K -10,431 -92%
DJSG
266
D.J. St. Germain
Massachusetts
$32.7K +$32.7K +666 New
BFEC
267
Benjamin F. Edwards & Company
Missouri
$28K +$19.5K +396 +234%
GWM
268
Geneos Wealth Management
Colorado
$27.4K
FPB
269
First PREMIER Bank
South Dakota
$25K
CTC
270
Central Trust Company
Missouri
$24.6K -$162K -3,300 -87%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$23.4K -$13.5K -275 -37%
IA
272
IFP Advisors
Florida
$21.9K
PCM
273
Penserra Capital Management
California
$19K +$20K +406 New
HCP
274
Hexagon Capital Partners
Arkansas
$16.9K
HDIM
275
Hanson & Doremus Investment Management
Vermont
$16K -$3.98K -81 -19%

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.