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Vanguard Ultra-Short Bond ETF

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: 282283 (+1)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
26
Betterment LLC
New York
$11M +$10.4M +211,724 +1,770%
Osaic Holdings
27
Osaic Holdings
Arizona
$10.6M +$2.77M +56,403 +35%
Stifel Financial
28
Stifel Financial
Missouri
$10.6M +$1.87M +38,072 +22%
CFC
29
Coyle Financial Counsel
Illinois
$10.5M +$10.5M +214,460 New
HWM
30
HB Wealth Management
Georgia
$10.5M +$2.29M +46,627 +28%
WFA
31
Websterrogers Financial Advisors
South Carolina
$10.3M -$3.73M -75,872 -27%
BCA
32
Bray Capital Advisors
Florida
$10.2M
RBC
33
Roble Belko & Company
Pennsylvania
$9.92M +$210K +4,271 +2%
Corient Private Wealth
34
Corient Private Wealth
Florida
$9.53M +$765K +15,566 +9%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$8.62M +$419K +8,539 +5%
DK
36
David Kennon
Florida
$8.57M +$663K +13,491 +8%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$8.54M -$12.2M -248,094 -59%
NL
38
NVWM LLC
Pennsylvania
$8.18M +$146K +2,964 +2%
AC
39
AlphaCore Capital
California
$7.87M
William Blair & Company
40
William Blair & Company
Illinois
$7.67M -$412K -8,377 -5%
PCA
41
Pallas Capital Advisors
Massachusetts
$7.14M +$533K +10,851 +8%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$6.95M -$2.65M -53,918 -28%
SCA
43
Scott Capital Advisors
Oregon
$6.86M +$927K +18,880 +16%
OC
44
Oakworth Capital
Alabama
$6.55M -$2.19M -44,655 -25%
Citadel Advisors
45
Citadel Advisors
Florida
$6.52M +$4.72M +96,035 +263%
AWM
46
AE Wealth Management
Kansas
$6.3M +$6.29M +128,070 New
MWM
47
Madison Wealth Management
Ohio
$6.23M -$240K -4,895 -4%
MFG
48
Monumental Financial Group
Maryland
$5.97M +$62.8K +1,278 +1%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$5.91M +$5.9M +120,067 New
EA
50
Eclectic Associates
California
$5.78M -$1.19M -24,148 -17%

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.