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Vanguard Ultra-Short Bond ETF

275 hedge funds and large institutions have $1.4B invested in Vanguard Ultra-Short Bond ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

2% more funds holding

Funds holding: 270275 (+5)

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

4% less capital invested

Capital invested by funds: $1.46B → $1.4B (-$58.5M)

5.23% less ownership

Funds ownership: 45.72%40.49% (-5.2%)

Holders
275
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
4.38%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.41%
New
32
Increased
103
Reduced
102
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
276
Bank of New York Mellon
New York
-$90.5M -1,846,192 Closed
CAMG
277
CWA Asset Management Group
Florida
-$6.18M -126,086 Closed
JWBC
278
John W. Brooker & Co
California
-$4.47M -91,153 Closed
OWA
279
Outlook Wealth Advisors
Texas
-$1.48M -30,118 Closed
PCI
280
Planning Center Inc
Illinois
-$1.19M -24,246 Closed
CA
281
Capital Advantage
California
-$856K -17,472 Closed
NA
282
NewEdge Advisors
Louisiana
-$662K -13,518 Closed
LRWA
283
Long Run Wealth Advisors
New York
-$661K -13,497 Closed
UBS Group
284
UBS Group
Switzerland
-$571K -11,647 Closed
SPW
285
Sonoma Private Wealth
California
-$428K -8,730 Closed
WAS
286
Winch Advisory Services
Wisconsin
-$336K -6,849 Closed
VF
287
Vawter Financial
Ohio
-$332K -6,780 Closed
BCM
288
Brookstone Capital Management
Illinois
-$322K -6,557 Closed
BFG
289
Bleakley Financial Group
New Jersey
-$293K -5,986 Closed
SFA
290
Sequoia Financial Advisors
Ohio
-$245K -5,002 Closed
EWA
291
Exencial Wealth Advisors
Oklahoma
-$235K -4,798 Closed
FM
292
Foster & Motley
Ohio
-$204K -4,170 Closed
PWM
293
Perigon Wealth Management
California
-$200K -4,089 Closed
HT
294
Headlands Technologies
Illinois
-$109K -2,216 Closed
CWP
295
Concord Wealth Partners
Virginia
-$99.7K -2,036 Closed
TL
296
Tradewinds LLC
North Carolina
-$219K -890 Closed
JP Morgan Chase
297
JP Morgan Chase
New York
-$27K -547 Closed

VUSB Hedge Fund Activity: Q1 2023 in Review

275 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q1 2023, worth a combined $1.4B — down 4% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VUSB positions and 22 closed out — a net gain of 10 holders — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $50.8M. The largest seller was Wharton Business Group, cutting an estimated $99.2M.

  • 275 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q1 2023, up from 270 in Q4 2022.
  • Funds reported $1.4B of Vanguard Ultra-Short Bond ETF stock for Q1 2023, down 4% quarter-over-quarter.
  • 32 funds opened new Vanguard Ultra-Short Bond ETF positions in Q1 2023 and 22 closed out, a net change of +10 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q1 2023 was Jane Street, an estimated $50.8M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q1 2023 was Wharton Business Group, an estimated $99.2M sold.

Based on aggregated 13F filings for Q1 2023.