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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
TC
76
TAGStone Capital
North Carolina
$3.39M -$89.9K -1,830 -3%
FTUS
77
Flow Traders U.S.
New York
$3.36M -$1.23M -24,980 -27%
AR
78
Advisory Research
Illinois
$3.3M +$3.3M +67,200 New
FFN
79
Focus Financial Network
Minnesota
$3.14M +$555K +11,297 +22%
VA
80
Valmark Advisers
Ohio
$3.03M -$45.1K -918 -1%
BAM
81
Beaumont Asset Management
Texas
$2.85M +$2.85M +57,913 New
TYCC
82
Texas Yale Capital Corp
Florida
$2.83M -$59K -1,200 -2%
AFS
83
Annapolis Financial Services
Maryland
$2.74M +$1.01M +20,452 +58%
PHAM
84
Palisades Hudson Asset Management
Florida
$2.72M +$263K +5,356 +11%
AA
85
Axiom Advisory
California
$2.5M +$106K +2,166 +4%
BAM
86
Belpointe Asset Management
Nevada
$2.46M -$1.33M -26,963 -35%
AWE
87
Avidian Wealth Enterprises
Texas
$2.4M +$1.8M +36,713 +305%
PD
88
Planning Directions
Pennsylvania
$2.35M -$224K -4,553 -9%
LFP
89
Leeward Financial Partners
Washington
$2.28M -$3.31M -67,364 -59%
LFA
90
Landmark Financial Advisors
Kentucky
$2.25M -$30.5K -620 -1%
PGFC
91
Peapack-Gladstone Financial Corp
New Jersey
$2.25M +$165K +3,360 +8%
CFA
92
CWS Financial Advisors
Michigan
$2.22M -$842K -17,139 -28%
HighTower Advisors
93
HighTower Advisors
Illinois
$2.17M -$940K -19,128 -30%
CTA
94
Chesley Taft & Associates
Illinois
$2.11M +$309K +6,285 +17%
AFP
95
Ausdal Financial Partners
Iowa
$2.08M +$50.9K +1,036 +3%
HAS
96
HBW Advisory Services
California
$2.08M +$141K +2,868 +7%
LBC
97
Lowe Brockenbrough & Co
Virginia
$2.03M +$1.16M +23,612 +133%
NWM
98
Northwest Wealth Management
Iowa
$1.95M -$135K -2,753 -6%
CFGF
99
Compass Financial Group (Florida)
Florida
$1.93M -$20.1K -410 -1%
CPWM
100
Cypress Point Wealth Management
Texas
$1.93M -$7.96K -162 -0.4%

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.