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Vanguard Ultra-Short Bond ETF
VUSB

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: 283 → 294 (+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: 24 → 22 (-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
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$48.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$33.5M
3
Wells Fargo
Wells Fargo
California
+$28.5M
4
NW
NewEdge Wealth
Pennsylvania
+$12.3M
5
DK
David Kennon
Florida
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$45.8M
2
KCM
Kathmere Capital Management
Pennsylvania
-$43.9M
3
KOC
Koss-Olinger Consulting
Florida
-$25.5M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$13.6M
5
TA
TruWealth Advisors
Louisiana
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
76
TD Capital Management
Tennessee
$3.35M -$1.58M -32,014 -32%
SWMG
77
Signature Wealth Management Group
Georgia
$3.2M +$3.18M +64,647 New
KDA
78
Kraft Davis & Associates
Missouri
$3.17M +$2.24M +45,596 +248%
CISOA
79
Capital Investment Services of America
Wisconsin
$3.12M -$1.78M -36,120 -36%
PHAM
80
Palisades Hudson Asset Management
Florida
$2.97M +$59K +1,198 +2%
VA
81
Valmark Advisers
Ohio
$2.88M -$4.28K -87 -0.1%
TYCC
82
Texas Yale Capital Corp
Florida
$2.82M – – –
BFA
83
BBJS Financial Advisors
Washington
$2.72M -$1.43M -28,987 -35%
KP
84
Kitching Partners
Pennsylvania
$2.68M +$2.67M +54,190 New
PD
85
Planning Directions
Pennsylvania
$2.53M -$160K -3,244 -6%
ACM
86
ADAR1 Capital Management
Texas
$2.48M +$2.47M +50,206 New
AA
87
Axiom Advisory
California
$2.48M +$33.7K +684 +1%
TA
88
TruWealth Advisors
Louisiana
$2.46M -$11.9M -241,475 -83%
HIA
89
HTG Investment Advisors
Connecticut
$2.44M +$489K +9,928 +25%
SIS
90
Strategic Investment Solutions
Illinois
$2.4M +$1.58M +32,090 +194%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$2.39M +$501K +10,172 +27%
AWE
92
Avidian Wealth Enterprises
Texas
$2.36M -$65.4K -1,329 -3%
WJA
93
Willis Johnson & Associates
Texas
$2.31M -$1.08M -22,015 -32%
MCM
94
MontVue Capital Management
Virginia
$2.25M +$2.24M +45,523 New
EIC
95
Equity Investment Corp
Georgia
$2.24M -$1.47M -29,880 -40%
JGCM
96
Joseph Group Capital Management
Ohio
$2.22M +$483K +9,821 +28%
CTA
97
Chesley Taft & Associates
Illinois
$2.21M +$1.87K +38 +0.1%
LFP
98
Leeward Financial Partners
Washington
$2.18M +$3.15K +64 +0.1%
AAS
99
Ameritas Advisory Services
Nebraska
$2.17M -$416K -8,461 -16%
HAS
100
HBW Advisory Services
California
$2.14M -$26.3K -534 -1%
2 3
4
5 6

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.