Vanguard Ultra-Short Bond ETF
VUSB
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.
46% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 24
3% more funds holding
Funds holding: 275 → 282 (+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: 26 → 25 (-1)
25% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 118
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$213M |
| 2 |
CFO
Colony Family Offices
Charlotte,
North Carolina
|
+$26.2M |
| 3 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$15.6M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$9.08M |
| 5 |
OC
Oakworth Capital
Birmingham,
Alabama
|
+$8.74M |
Top Sellers
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$120M |
| 2 |
TA
TruWealth Advisors
Metairie,
Louisiana
|
-$64.6M |
| 3 |
Jane Street
New York
|
-$45M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$25.4M |
| 5 |
MCM
Manchester Capital Management
Manchester,
Vermont
|
-$21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$256K | -5,202 | Closed |
|
|
ECM
302
Exchange Capital Management
Ann Arbor,
Michigan
| – | -$227K | -4,616 | Closed |
|
|
CAWM
303
Capital Advisors Wealth Management
Yakima,
Washington
| – | -$222K | -4,500 | Closed |
|
|
CCM
304
Coldstream Capital Management
Bellevue,
Washington
| – | -$206K | -4,190 | Closed |
|
305
Bank of America
Charlotte,
North Carolina
| – | -$114K | -2,310 | Closed |
|
|
OAJ
306
Ogorek Anthony Joseph
Williamsville,
New York
| – | -$11K | -243 | 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.