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Vanguard Ultra-Short Bond ETF
VUSB

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: 22 → 26 (+4)

2% more funds holding

Funds holding: 270 → 275 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$50.8M
2
AW
Avion Wealth
Texas
+$38.4M
3
BTI
Blue Trust Inc
Georgia
+$25.3M
4
Renaissance Technologies
Renaissance Technologies
New York
+$24.5M
5
HKAM
Horizon Kinetics Asset Management
New York
+$9.59M

Top Sellers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
-$99.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$90.5M
3
VFP
Verus Financial Partners
Virginia
-$61.8M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$17M
5
KAS
Kestra Advisory Services
Texas
-$8.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$3.11M -$2.06M -42,009 -40%
VA
77
Valmark Advisers
Ohio
$3.08M +$243K +4,943 +9%
CFA
78
CWS Financial Advisors
Michigan
$3.07M +$3.06M +62,291 New
TYCC
79
Texas Yale Capital Corp
Florida
$2.89M -$74.4K -1,515 -3%
AF
80
Allworth Financial
California
$2.75M +$1.01M +20,622 +59%
SRC
81
Sage Rhino Capital
California
$2.74M +$392K +7,975 +17%
AAS
82
Ameritas Advisory Services
Nebraska
$2.59M +$249K +5,076 +11%
VFP
83
Verus Financial Partners
Virginia
$2.59M -$61.8M -1,257,465 -96%
FFN
84
Focus Financial Network
Minnesota
$2.59M +$2.58M +52,543 New
PD
85
Planning Directions
Pennsylvania
$2.58M +$84.6K +1,722 +3%
Betterment LLC
86
Betterment LLC
New York
$2.54M +$882K +17,963 +53%
PHAM
87
Palisades Hudson Asset Management
Florida
$2.46M +$824K +16,771 +50%
NCM
88
New Capital Management
Texas
$2.45M +$1.09M +22,218 +81%
CPIG
89
Chicago Partners Investment Group
Illinois
$2.43M – – –
AA
90
Axiom Advisory
California
$2.39M +$133K +2,707 +6%
LFA
91
Landmark Financial Advisors
Kentucky
$2.29M -$3.39M -69,000 -60%
FMWA
92
Forvis Mazars Wealth Advisors
Missouri
$2.1M -$3.17M -64,648 -60%
NWM
93
Northwest Wealth Management
Iowa
$2.09M -$127K -2,577 -6%
HSA
94
HBK Sorce Advisory
Pennsylvania
$2.09M -$2.45M -49,893 -54%
PGFC
95
Peapack-Gladstone Financial Corp
New Jersey
$2.09M -$63.8K -1,300 -3%
NL
96
Navalign LLC
California
$2.03M +$155K +3,155 +8%
AFP
97
Ausdal Financial Partners
Iowa
$2.03M -$2.17M -44,159 -52%
AL
98
Aspiriant LLC
California
$1.97M +$476K +9,693 +32%
CFGF
99
Compass Financial Group (Florida)
Florida
$1.96M +$30.2K +614 +2%
CPWM
100
Cypress Point Wealth Management
Texas
$1.94M -$1.47K -30 -0.1%
2 3
4
5 6

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.