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Vanguard Ultra-Short Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

3% more funds holding

Funds holding: 275282 (+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: 2625 (-1)

25% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 118

Holders
282
Holders Change
+7
Holders Change %
+2.55%
% of All Funds
4.43%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
35
Increased
88
Reduced
118
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HC
51
Hoese & Co
Minnesota
$5.39M -$65.4K -1,330 -1%
BFA
52
BBJS Financial Advisors
Washington
$5.34M -$334K -6,787 -6%
NGA
53
Naples Global Advisors
Florida
$5.33M -$442K -8,985 -8%
MML Investors Services
54
MML Investors Services
Massachusetts
$5.23M -$1.45M -29,482 -22%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$5.16M +$5.13M +104,294 +18,492%
NCM
56
Northwest Capital Management
Oregon
$5.15M +$49 +1 +0%
CISOA
57
Capital Investment Services of America
Wisconsin
$5.07M -$1.54M -31,335 -23%
ZA
58
Zazove Associates
Nevada
$4.92M
RC
59
Roundview Capital
New Jersey
$4.7M -$1.22M -24,822 -21%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$4.69M +$3.17M +64,541 +209%
AWM
61
Aberdeen Wealth Management
Illinois
$4.46M -$86.8K -1,767 -2%
CAL
62
Capital Analysts LLC
Pennsylvania
$4.42M +$663K +13,480 +18%
FBA
63
Front Barnett Associates
Illinois
$4.32M -$335K -6,821 -7%
MPIA
64
Mountain Pacific Investment Advisers
Idaho
$4.2M -$122K -2,481 -3%
CAN
65
Cetera Advisor Networks
California
$4.06M +$145K +2,954 +4%
MFA
66
McClarren Financial Advisors
Pennsylvania
$4M +$451K +9,184 +13%
B
67
Bridgeworth
Alabama
$3.91M
CPIG
68
Chicago Partners Investment Group
Illinois
$3.81M +$1.39M +28,301 +57%
AT
69
American Trust
Kentucky
$3.71M -$299K -6,078 -7%
EIC
70
Equity Investment Corp
Georgia
$3.69M -$40.8K -830 -1%
DWT
71
Dorsey & Whitney Trust
South Dakota
$3.63M +$2.44M +49,624 +205%
SRC
72
Sage Rhino Capital
California
$3.58M +$840K +17,091 +31%
CGL
73
Clarius Group LLC
Washington
$3.56M -$18K -366 -0.5%
SIC
74
Salem Investment Counselors
North Carolina
$3.5M -$118K -2,395 -3%
SWMG
75
Signature Wealth Management Group
Georgia
$3.44M -$250K -5,083 -7%

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.