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Vanguard Ultra-Short Bond ETF

275 hedge funds and large institutions have $1.4B invested in Vanguard Ultra-Short Bond ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

2% more funds holding

Funds holding: 270275 (+5)

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

4% less capital invested

Capital invested by funds: $1.46B → $1.4B (-$58.5M)

5.23% less ownership

Funds ownership: 45.72%40.49% (-5.2%)

Holders
275
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
4.38%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.41%
New
32
Increased
103
Reduced
102
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HC
51
Hoese & Co
Minnesota
$5.45M +$1.71M +34,840 +46%
NCM
52
Nelson Capital Management
California
$5.34M -$3.31M -67,313 -38%
NCM
53
Northwest Capital Management
Oregon
$5.16M -$519K -10,578 -9%
SCA
54
Scott Capital Advisors
Oregon
$4.94M +$1.08M +22,011 +28%
ZA
55
Zazove Associates
Nevada
$4.92M +$4.91M +100,000 New
FBA
56
Front Barnett Associates
Illinois
$4.66M -$1.59M -32,275 -25%
FTUS
57
Flow Traders U.S.
New York
$4.6M +$4.59M +93,399 New
AWM
58
Aberdeen Wealth Management
Illinois
$4.55M +$36.4K +742 +0.8%
MPIA
59
Mountain Pacific Investment Advisers
Idaho
$4.33M -$52.7K -1,074 -1%
WJA
60
Willis Johnson & Associates
Texas
$4.07M +$1.51M +30,659 +59%
AT
61
American Trust
Kentucky
$4.02M +$4.01M +81,565 New
KPWS
62
Kestra Private Wealth Services
Texas
$3.99M -$226K -4,595 -5%
CAN
63
Cetera Advisor Networks
California
$3.92M +$73.3K +1,493 +2%
B
64
Bridgeworth
Alabama
$3.92M -$145K -2,956 -4%
BAM
65
Belpointe Asset Management
Nevada
$3.79M +$108K +2,198 +3%
MWA
66
Mills Wealth Advisors
Texas
$3.77M +$1.82M +37,157 +94%
CAL
67
Capital Analysts LLC
Pennsylvania
$3.77M +$3.09M +62,839 +461%
EIC
68
Equity Investment Corp
Georgia
$3.74M +$21.4K +435 +0.6%
SWMG
69
Signature Wealth Management Group
Georgia
$3.7M +$1.75M +35,655 +90%
SIC
70
Salem Investment Counselors
North Carolina
$3.62M +$170K +3,456 +5%
TWM
71
TriaGen Wealth Management
California
$3.61M +$427K +8,692 +13%
CGL
72
Clarius Group LLC
Washington
$3.59M -$925K -18,835 -21%
MFA
73
McClarren Financial Advisors
Pennsylvania
$3.5M +$6.83K +139 +0.2%
TC
74
TAGStone Capital
North Carolina
$3.48M +$1.22M +24,893 +54%
MCM
75
Mengis Capital Management
Oregon
$3.2M -$6.53K -133 -0.2%

VUSB Hedge Fund Activity: Q1 2023 in Review

275 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q1 2023, worth a combined $1.4B — down 4% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VUSB positions and 22 closed out — a net gain of 10 holders — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $50.8M. The largest seller was Wharton Business Group, cutting an estimated $99.2M.

  • 275 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q1 2023, up from 270 in Q4 2022.
  • Funds reported $1.4B of Vanguard Ultra-Short Bond ETF stock for Q1 2023, down 4% quarter-over-quarter.
  • 32 funds opened new Vanguard Ultra-Short Bond ETF positions in Q1 2023 and 22 closed out, a net change of +10 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q1 2023 was Jane Street, an estimated $50.8M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q1 2023 was Wharton Business Group, an estimated $99.2M sold.

Based on aggregated 13F filings for Q1 2023.