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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
Osaic Holdings
26
Osaic Holdings
Arizona
$10.3M -$406K -8,253 -4%
BCA
27
Bray Capital Advisors
Florida
$10.2M +$11.1K +225 +0.1%
Corient Private Wealth
28
Corient Private Wealth
Florida
$9.79M +$209K +4,254 +2%
RWA
29
Roberts Wealth Advisors
California
$9.34M +$305K +6,203 +11%
Bank of America
30
Bank of America
North Carolina
$9.13M +$7.28M +147,805 +400%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$8.51M -$75.4K -1,532 -0.9%
FWM
32
Fonville Wealth Management
Virginia
$8.45M +$8.41M +170,915 New
PCA
33
Pallas Capital Advisors
Massachusetts
$8.16M +$990K +20,107 +14%
NL
34
NVWM LLC
Pennsylvania
$8.02M -$204K -4,143 -2%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$7.95M -$705K -14,324 -8%
CAN
36
Cetera Advisor Networks
California
$7.61M +$2.02M +41,112 +36%
William Blair & Company
37
William Blair & Company
Illinois
$7.58M -$133K -2,699 -2%
RCG
38
Regatta Capital Group
California
$7.46M -$4.44M -90,145 -37%
SCA
39
Scott Capital Advisors
Oregon
$7.43M +$518K +10,514 +8%
HWM
40
HB Wealth Management
Georgia
$7.42M -$3.16M -64,285 -30%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$7.32M +$338K +6,873 +5%
EA
42
Eclectic Associates
California
$7.24M +$1.43M +29,078 +25%
WFA
43
Websterrogers Financial Advisors
South Carolina
$7.12M -$3.24M -65,766 -31%
PI
44
Parkside Investments
Illinois
$7.08M -$8.29M -168,385 -54%
WIM
45
WealthPlan Investment Management
Nebraska
$6.43M +$6.4M +130,106 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$6.37M +$429K +8,712 +7%
MFG
47
Monumental Financial Group
Maryland
$6.35M +$352K +7,149 +6%
LBC
48
Lowe Brockenbrough & Co
Virginia
$6.33M +$2.29M +46,450 +57%
KCM
49
Kathmere Capital Management
Pennsylvania
$6.28M -$43.9M -892,621 -88%
FFN
50
Focus Financial Network
Minnesota
$6.21M +$2.4M +48,674 +63%

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.