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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
FFA
276
Farther Finance Advisors
California
$14.1K -$7.37K -150 -34%
PB
277
Pinnacle Bancorp
Nebraska
$9.83K
JWM
278
Janiczek Wealth Management
Colorado
$8.9K
AAP
279
Arax Advisory Partners
Colorado
$5.95K +$5.95K +121 New
JFA
280
JNBA Financial Advisors
Minnesota
$4.06K +$49 +1 +1%
EWM
281
Evermay Wealth Management
Virginia
$1.77K
Fidelity Investments
282
Fidelity Investments
Massachusetts
$228 +$98 +2 +67%
HHGA
283
Halbert Hargrove Global Advisors
California
-$14.5M -294,107 Closed
MCM
284
Mengis Capital Management
Oregon
-$3.2M -65,027 Closed
AAS
285
Ameritas Advisory Services
Nebraska
-$2.59M -52,675 Closed
NL
286
Navalign LLC
California
-$2.03M -41,282 Closed
OMC
287
Old Mission Capital
Illinois
-$1.57M -31,859 Closed
WAG
288
Windsor Advisory Group
Ohio
-$1.38M -28,115 Closed
LNWWM
289
Laird Norton Wetherby Wealth Management
California
-$1.37M -27,898 Closed
NFP
290
NorthLanding Financial Partners
New York
-$1.35M -27,513 Closed
SGI
291
Summit Global Investments
Utah
-$1.2M -24,306 Closed
FIA
292
Foundations Investment Advisors
Arizona
-$656K -13,317 Closed
MA
293
Mutual Advisors
Nebraska
-$621K -12,622 Closed
HF
294
HRT Financial
New York
-$547K -11,127 Closed
GSC
295
Grey Street Capital
Illinois
-$480K -9,751 Closed
SQA
296
Simon Quick Advisors
New Jersey
-$466K -9,466 Closed
MPCG
297
Matrix Private Capital Group
New York
-$352K -7,150 Closed
RJT
298
Raymond James Trust
Florida
-$335K -6,808 Closed
RWA
299
Redmont Wealth Advisors
Illinois
-$325K -6,603 Closed
WAP
300
Wealthcare Advisory Partners
Pennsylvania
-$301K -6,121 Closed

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.