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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
AC
51
AlphaCore Capital
California
$5.93M -$1.97M -40,000 -25%
SPIA
52
Steward Partners Investment Advisory
New York
$5.54M +$4.49M +91,154 +437%
AFS
53
Annapolis Financial Services
Maryland
$5.5M +$2.38M +48,291 +77%
SAM
54
SP Asset Management
California
$5.44M +$120K +2,444 +2%
MWA
55
Mills Wealth Advisors
Texas
$5.22M -$118K -2,402 -2%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$5.14M +$49 +1 +0%
NCM
57
Northwest Capital Management
Oregon
$5.14M +$49 +1 +0%
CPIG
58
Chicago Partners Investment Group
Illinois
$5.14M +$583K +11,848 +13%
ZA
59
Zazove Associates
Nevada
$4.94M
Mariner
60
Mariner
Kansas
$4.9M -$253K -5,130 -5%
Creative Planning
61
Creative Planning
Kansas
$4.65M -$992K -20,154 -18%
PHWM
62
Pine Harbor Wealth Management
Maryland
$4.56M +$4.54M +92,157 New
MML Investors Services
63
MML Investors Services
Massachusetts
$4.45M +$1.98M +40,136 +80%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$4.37M +$2.73M +55,394 +168%
AR
65
Advisory Research
Illinois
$4.33M +$200K +4,060 +5%
MPIA
66
Mountain Pacific Investment Advisers
Idaho
$3.94M -$188K -3,826 -5%
MFA
67
McClarren Financial Advisors
Pennsylvania
$3.92M +$227K +4,619 +6%
AWM
68
Aberdeen Wealth Management
Illinois
$3.91M -$10.5K -214 -0.3%
AT
69
American Trust
Kentucky
$3.89M -$463K -9,411 -11%
SIC
70
Salem Investment Counselors
North Carolina
$3.83M -$465K -9,449 -11%
SRC
71
Sage Rhino Capital
California
$3.79M +$627K +12,728 +20%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$3.73M -$228K -4,640 -6%
NGA
73
Naples Global Advisors
Florida
$3.63M -$1.24M -25,200 -26%
BFG
74
Bouchey Financial Group
New York
$3.57M -$643K -13,058 -15%
TC
75
TAGStone Capital
North Carolina
$3.42M -$2.46K -50 -0.1%

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.