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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
NSIM
251
North Star Investment Management
Illinois
$155K +$2.56K +52 +2%
TWM
252
Tradition Wealth Management
Minnesota
$148K
IGWM
253
ICA Group Wealth Management
Colorado
$142K -$376K -7,642 -73%
ASN
254
Advisory Services Network
Georgia
$141K +$140K +2,842 New
BCM
255
Blume Capital Management
California
$139K -$98.4K -2,000 -42%
PS
256
Principal Securities
Iowa
$117K +$117K +2,373 New
UBS Group
257
UBS Group
Switzerland
$113K -$96.6K -1,962 -46%
AIM
258
Anchor Investment Management
South Carolina
$106K +$106K +2,149 New
LFA
259
LGT Financial Advisors
Texas
$98.9K
CB
260
Community Bank
New York
$98.9K
S
261
SignatureFD
Georgia
$97.4K
AWM
262
AllSquare Wealth Management
New York
$89.5K
CAM
263
Creekmur Asset Management
Illinois
$77.8K +$77.5K +1,574 New
RIM
264
Rockbridge Investment Management
New York
$57.5K +$57.2K +1,163 New
US Bancorp
265
US Bancorp
Minnesota
$49.4K
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.6K
GIA
267
GHP Investment Advisors
Colorado
$45.5K -$135K -2,738 -75%
NS
268
NBC Securities
Alabama
$45K +$738 +15 +2%
AA
269
Ancora Advisors
Ohio
$43.6K -$4.48K -91 -9%
BCM
270
Birch Capital Management
Texas
$40.8K -$4.28K -87 -10%
First Manhattan
271
First Manhattan
New York
$35.8K -$1.43M -29,000 -98%
SAM
272
Smartleaf Asset Management
Massachusetts
$35.5K +$35.3K +717 New
FPB
273
First PREMIER Bank
South Dakota
$35K +$9.85K +200 +40%
HI
274
Harbour Investments
Wisconsin
$30.3K -$32.4K -658 -52%
CT
275
Caldwell Trust
Florida
$24.2K

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.