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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
AC
301
AWM Capital
Arizona
-$982K -19,959 Closed
LC
302
Lavaca Capital
Texas
-$685K -13,927 Closed
AT
303
Arden Trust
Delaware
-$661K -13,428 Closed
CJFS
304
Coulter & Justus Financial Services
Tennessee
-$609K -12,379 Closed
M&T Bank
305
M&T Bank
New York
-$588K -11,945 Closed
FNT
306
First National Trust
Pennsylvania
-$585K -11,899 Closed
RI
307
Rinkey Investments
California
-$528K -10,743 Closed
FA
308
Fountainhead AM
New Jersey
-$501K -10,182 Closed
WHG
309
Westwood Holdings Group
Texas
-$404K -8,214 Closed
ATC
310
Argent Trust Co
Tennessee
-$395K -8,040 Closed
ECM
311
Evergreen Capital Management
Washington
-$344K -7,000 Closed
AAS
312
Avantax Advisory Services
Texas
-$343K -6,968 Closed
FPCP
313
Fort Point Capital Partners
California
-$320K -6,500 Closed
FCA
314
Fortis Capital Advisors
Kansas
-$308K -6,263 Closed
SLWA
315
San Luis Wealth Advisors
California
-$302K -6,142 Closed
CPCM
316
Cardinal Point Capital Management
Ontario, Canada
-$273K -5,560 Closed
TCM
317
Triumph Capital Management
Colorado
-$249K -5,052 Closed
OMC
318
Old Mission Capital
Illinois
-$248K -5,034 Closed
BCP
319
Berkeley Capital Partners
Georgia
-$245K -4,980 Closed
ML
320
Mayport LLC
Massachusetts
-$241K -4,907 Closed
BWM
321
Birchcreek Wealth Management
Ohio
-$233K -4,730 Closed
HIC
322
Holderness Investments Company
North Carolina
-$214K -4,342 Closed
TDC
323
Thompson Davis & Co
Virginia
-$210K -4,267 Closed
MA
324
MAS Advisors
Florida
-$209K -4,250 Closed
RMAM
325
Raab & Moskowitz Asset Management
New Jersey
-$208K -4,230 Closed

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.