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Vanguard Ultra-Short Bond ETF

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: 2226 (+4)

2% more funds holding

Funds holding: 270275 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
101
HBW Advisory Services
California
$1.94M +$16.3K +331 +0.8%
WA
102
WBH Advisory
Maryland
$1.9M +$1.89M +38,532 New
ACM
103
Ategra Capital Management
Virginia
$1.87M +$1.87M +38,000 New
CAM
104
Cresset Asset Management
Illinois
$1.86M +$1.86M +37,832 New
CTA
105
Chesley Taft & Associates
Illinois
$1.81M +$1.8M +36,679 New
MWM
106
MorganRosel Wealth Management
Colorado
$1.75M +$326K +6,636 +23%
AFS
107
Annapolis Financial Services
Maryland
$1.74M +$1.3M +26,495 +299%
RRCM
108
Rappaport Reiches Capital Management
Illinois
$1.72M +$31.6K +643 +2%
HIA
109
HTG Investment Advisors
Connecticut
$1.63M +$327K +6,663 +25%
OMC
110
Old Mission Capital
Illinois
$1.57M -$350K -7,121 -18%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$1.55M -$1.25M -25,494 -45%
RJFSA
112
Raymond James Financial Services Advisors
Florida
$1.52M +$480K +9,771 +46%
SIC
113
SJS Investment Consulting
Ohio
$1.51M +$361K +7,360 +31%
CIC
114
Cutler Investment Counsel
Oregon
$1.51M +$442K +8,995 +41%
BFIM
115
Beese Fulmer Investment Management
Ohio
$1.51M -$12.3K -250 -0.8%
GCA
116
Gradient Capital Advisors
California
$1.41M -$241K -4,898 -15%
PWW
117
Pettyjohn Wood & White
Virginia
$1.4M
WAG
118
Windsor Advisory Group
Ohio
$1.38M +$1.38M +28,115 New
LNWWM
119
Laird Norton Wetherby Wealth Management
California
$1.37M -$226K -4,600 -14%
NFP
120
NorthLanding Financial Partners
New York
$1.35M +$1.21M +24,728 +888%
CFA
121
Cahill Financial Advisors
Minnesota
$1.33M -$31K -632 -2%
BC
122
Bartlett & Co
Ohio
$1.33M -$97.2K -1,980 -7%
BCWM
123
Bartlett & Co Wealth Management
Ohio
$1.33M -$97.2K -1,980 -7%
AT
124
Arden Trust
Delaware
$1.33M +$754K +15,353 +132%
JGCM
125
Joseph Group Capital Management
Ohio
$1.3M +$98.1K +1,998 +8%

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.