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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
Creative Planning
51
Creative Planning
Kansas
$5.62M -$6.03M -122,827 -52%
CAN
52
Cetera Advisor Networks
California
$5.55M +$1.49M +30,321 +37%
MWA
53
Mills Wealth Advisors
Texas
$5.31M -$540K -10,987 -9%
SAM
54
SP Asset Management
California
$5.29M -$882K -17,945 -14%
Mariner
55
Mariner
Kansas
$5.13M -$1.61M -32,726 -24%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$5.12M -$41.1K -837 -0.8%
NCM
57
Northwest Capital Management
Oregon
$5.12M -$36.7K -748 -0.7%
ZA
58
Zazove Associates
Nevada
$4.92M
TCM
59
TD Capital Management
Tennessee
$4.91M -$543K -11,061 -10%
NCM
60
New Capital Management
Texas
$4.9M +$4.9M +99,654 New
CISOA
61
Capital Investment Services of America
Wisconsin
$4.88M -$196K -4,000 -4%
NGA
62
Naples Global Advisors
Florida
$4.85M -$477K -9,700 -9%
CPIG
63
Chicago Partners Investment Group
Illinois
$4.51M +$694K +14,134 +18%
RC
64
Roundview Capital
New Jersey
$4.49M -$215K -4,378 -5%
AT
65
American Trust
Kentucky
$4.33M +$616K +12,531 +17%
SIC
66
Salem Investment Counselors
North Carolina
$4.27M +$767K +15,622 +22%
BFG
67
Bouchey Financial Group
New York
$4.19M -$1.5M -30,586 -26%
BFA
68
BBJS Financial Advisors
Washington
$4.13M -$1.22M -24,734 -23%
AR
69
Advisory Research
Illinois
$4.11M +$799K +16,275 +24%
MPIA
70
Mountain Pacific Investment Advisers
Idaho
$4.11M -$99.5K -2,025 -2%
LBC
71
Lowe Brockenbrough & Co
Virginia
$4.02M +$1.98M +40,268 +97%
LGA
72
Lebenthal Global Advisors
New York
$3.97M -$5.4M -109,888 -58%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$3.94M -$755K -15,360 -16%
AWM
74
Aberdeen Wealth Management
Illinois
$3.91M -$554K -11,277 -12%
FFN
75
Focus Financial Network
Minnesota
$3.79M +$645K +13,120 +21%

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.