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Vanguard Ultra-Short Bond ETF

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: 282283 (+1)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
251
GHP Investment Advisors
Colorado
$180K +$180K +3,658 New
NSIM
252
North Star Investment Management
Illinois
$152K -$19.9K -406 -12%
TWM
253
Tradition Wealth Management
Minnesota
$148K
AF
254
Advisornet Financial
Minnesota
$105K -$167K -3,409 -62%
Bessemer Group
255
Bessemer Group
New Jersey
$101K +$101K +2,050 New
LFA
256
LGT Financial Advisors
Texas
$98.4K +$98.2K +2,000 New
CB
257
Community Bank
New York
$98.4K
S
258
SignatureFD
Georgia
$96.9K
AWM
259
AllSquare Wealth Management
New York
$89.1K
MWM
260
Mascoma Wealth Management
New Hampshire
$88K
CTC
261
Central Trust Company
Missouri
$79.7K +$55K +1,120 +224%
HI
262
Harbour Investments
Wisconsin
$62.5K
US Bancorp
263
US Bancorp
Minnesota
$49.2K
AA
264
Ancora Advisors
Ohio
$47.8K
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.3K -$1.13K -23 -2%
BCM
266
Birch Capital Management
Texas
$44.9K
NS
267
NBC Securities
Alabama
$44K +$44.7K +909 New
DJSG
268
D.J. St. Germain
Massachusetts
$32.8K
BFEC
269
Benjamin F. Edwards & Company
Missouri
$28K +$246 +5 +0.9%
GWM
270
Geneos Wealth Management
Colorado
$27.4K
FPB
271
First PREMIER Bank
South Dakota
$25K
CT
272
Caldwell Trust
Florida
$24.1K -$58.9K -1,200 -71%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$23.4K
IA
274
IFP Advisors
Florida
$21.9K
HCP
275
Hexagon Capital Partners
Arkansas
$16.9K

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.