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Vanguard Ultra-Short Bond ETF
VUSB

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: 282 → 283 (+1)

4% less funds holding in top 10

Funds holding in top 10: 25 → 24 (-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
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$514M
2
WBG
Wharton Business Group
Pennsylvania
+$125M
3
Jane Street
Jane Street
New York
+$39.9M
4
BTI
Blue Trust Inc
Georgia
+$26.2M
5
KOC
Koss-Olinger Consulting
Florida
+$25.5M

Top Sellers

Rank Fund Capital Flow
1
RWM
Ritholtz Wealth Management
New York
-$68.3M
2
MCM
Manchester Capital Management
Vermont
-$15.3M
3
GSAM
Grant Street Asset Management
Pennsylvania
-$12.3M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$12.2M
5
Creative Planning
Creative Planning
Kansas
-$6.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIC
76
Equity Investment Corp
Georgia
$3.7M – – –
MFA
77
McClarren Financial Advisors
Pennsylvania
$3.66M -$328K -6,679 -8%
CGL
78
Clarius Group LLC
Washington
$3.41M -$156K -3,168 -4%
TC
79
TAGStone Capital
North Carolina
$3.41M +$17.6K +358 +0.5%
WJA
80
Willis Johnson & Associates
Texas
$3.38M -$3.77M -76,683 -53%
SRC
81
Sage Rhino Capital
California
$3.15M -$434K -8,840 -12%
AFS
82
Annapolis Financial Services
Maryland
$3.1M +$352K +7,156 +13%
PHAM
83
Palisades Hudson Asset Management
Florida
$2.9M +$176K +3,579 +6%
VA
84
Valmark Advisers
Ohio
$2.87M -$162K -3,297 -5%
TYCC
85
Texas Yale Capital Corp
Florida
$2.81M -$23.3K -475 -0.8%
RWA
86
Roberts Wealth Advisors
California
$2.78M +$2.78M +56,662 New
PFS
87
Prospera Financial Services
Texas
$2.75M +$2.75M +55,957 New
FBA
88
Front Barnett Associates
Illinois
$2.74M -$1.57M -32,050 -37%
PD
89
Planning Directions
Pennsylvania
$2.67M +$320K +6,506 +14%
AAS
90
Ameritas Advisory Services
Nebraska
$2.57M +$2.57M +52,322 New
MML Investors Services
91
MML Investors Services
Massachusetts
$2.45M -$2.78M -56,591 -53%
AA
92
Axiom Advisory
California
$2.44M -$66.1K -1,345 -3%
AWE
93
Avidian Wealth Enterprises
Texas
$2.42M +$19.2K +391 +0.8%
CTA
94
Chesley Taft & Associates
Illinois
$2.19M +$79.1K +1,610 +4%
LFP
95
Leeward Financial Partners
Washington
$2.17M -$108K -2,196 -5%
HAS
96
HBW Advisory Services
California
$2.16M +$82.1K +1,671 +4%
BAM
97
Belpointe Asset Management
Nevada
$2.13M -$330K -6,725 -13%
PCIG
98
Partners Capital Investment Group
Massachusetts
$2M +$2M +40,725 New
TA
99
Tiedemann Advisors
New York
$2M +$1.99M +40,600 New
CFGF
100
Compass Financial Group (Florida)
Florida
$1.98M +$41.1K +837 +2%
2 3
4
5 6

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.