We are live on ! Find out more
VUSB icon

Vanguard Ultra-Short Bond ETF
VUSB

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: 282 → 283 (+1)

4% less funds holding in top 10

Funds holding in top 10: 25 → 24 (-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
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$514M
2
WBG
Wharton Business Group
Pennsylvania
+$125M
3
Jane Street
Jane Street
New York
+$39.9M
4
BTI
Blue Trust Inc
Georgia
+$26.2M
5
KOC
Koss-Olinger Consulting
Florida
+$25.5M

Top Sellers

Rank Fund Capital Flow
1
RWM
Ritholtz Wealth Management
New York
-$68.3M
2
MCM
Manchester Capital Management
Vermont
-$15.3M
3
GSAM
Grant Street Asset Management
Pennsylvania
-$12.3M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$12.2M
5
Creative Planning
Creative Planning
Kansas
-$6.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
276
Hanson & Doremus Investment Management
Vermont
$16K – – –
FFA
277
Farther Finance Advisors
California
$14.1K – – –
PB
278
Pinnacle Bancorp
Nebraska
$9.84K – – –
JWM
279
Janiczek Wealth Management
Colorado
$8.9K – – –
PCM
280
Penserra Capital Management
California
$7K -$12.6K -257 -63%
JFA
281
JNBA Financial Advisors
Minnesota
$4.11K – – –
MIM
282
Macroview Investment Management
Maryland
$2.36K +$2.36K +48 New
Fidelity Investments
283
Fidelity Investments
Massachusetts
$31 -$196 -4 -80%
RWM
284
Ritholtz Wealth Management
New York
– -$68.3M -1,388,511 Closed
HC
285
Hoese & Co
Minnesota
– -$5.39M -109,600 Closed
FTUS
286
Flow Traders U.S.
New York
– -$3.36M -68,419 Closed
BAM
287
Beaumont Asset Management
Texas
– -$2.85M -57,913 Closed
AFP
288
Ausdal Financial Partners
Iowa
– -$2.08M -42,220 Closed
TNA
289
True North Advisors
Texas
– -$1.37M -27,880 Closed
Susquehanna International Group
290
Susquehanna International Group
Pennsylvania
– -$1.26M -25,598 Closed
CS
291
Capital Square
Tennessee
– -$1.22M -24,802 Closed
CAAS
292
Capital Asset Advisory Services
Michigan
– -$919K -18,724 Closed
AWA
293
Alaska Wealth Advisors
Alaska
– -$495K -10,067 Closed
SWA
294
Sax Wealth Advisors
New Jersey
– -$401K -8,158 Closed
BDFN
295
Bond & Devick Financial Network
Minnesota
– -$392K -7,969 Closed
SA
296
SAM Advisors
California
– -$366K -7,450 Closed
NB
297
Nicolet Bankshares
Wisconsin
– -$302K -6,150 Closed
ZF
298
Zhang Financial
Michigan
– -$287K -5,847 Closed
JCM
299
Jacobi Capital Management
Pennsylvania
– -$286K -5,815 Closed
ACM
300
Ategra Capital Management
Virginia
– -$280K -5,700 Closed
9 10 11
12
13

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.