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Vanguard Ultra-Short Bond ETF
VUSB

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: 275 → 282 (+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: 26 → 25 (-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
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$213M
2
CFO
Colony Family Offices
North Carolina
+$26.2M
3
BTI
Blue Trust Inc
Georgia
+$15.6M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$9.08M
5
OC
Oakworth Capital
Alabama
+$8.74M

Top Sellers

1
WBG
Wharton Business Group
Pennsylvania
-$120M
2
TA
TruWealth Advisors
Louisiana
-$64.6M
3
Jane Street
Jane Street
New York
-$45M
4
Mariner
Mariner
Kansas
-$25.4M
5
MCM
Manchester Capital Management
Vermont
-$21M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
101
HBK Sorce Advisory
Pennsylvania
$1.91M -$179K -3,639 -9%
VFP
102
Verus Financial Partners
Virginia
$1.87M -$717K -14,592 -28%
MWM
103
MorganRosel Wealth Management
Colorado
$1.81M +$61.2K +1,245 +3%
Citadel Advisors
104
Citadel Advisors
Florida
$1.79M +$1.79M +36,447 New
CFA
105
Cahill Financial Advisors
Minnesota
$1.79M +$453K +9,218 +34%
HIA
106
HTG Investment Advisors
Connecticut
$1.77M +$149K +3,030 +9%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$1.62M +$73.7K +1,500 +5%
WA
108
WBH Advisory
Maryland
$1.56M -$334K -6,802 -18%
SCM
109
SOL Capital Management
Maryland
$1.48M +$1.14M +23,100 +330%
First Manhattan
110
First Manhattan
New York
$1.46M +$1.46M +29,725 New
WCWM
111
Willow Creek Wealth Management
California
$1.44M +$762K +15,506 +113%
JGCM
112
Joseph Group Capital Management
Ohio
$1.42M +$126K +2,555 +10%
AL
113
Aspiriant LLC
California
$1.4M -$569K -11,573 -29%
RRCM
114
Rappaport Reiches Capital Management
Illinois
$1.39M -$324K -6,592 -19%
TNA
115
True North Advisors
Texas
$1.37M +$1.37M +27,880 New
NCM
116
Nelson Capital Management
California
$1.35M -$3.99M -81,092 -75%
CFS
117
CGC Financial Services
Oregon
$1.33M +$1.33M +27,116 New
AT
118
Arden Trust
Delaware
$1.33M – – –
AF
119
Allworth Financial
California
$1.31M -$1.44M -29,199 -52%
TWM
120
TriaGen Wealth Management
California
$1.29M -$2.31M -47,014 -64%
BC
121
Bartlett & Co
Ohio
$1.27M -$60K -1,220 -5%
BCWM
122
Bartlett & Co Wealth Management
Ohio
$1.27M -$60K -1,220 -5%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$1.26M -$7.49M -152,401 -86%
BA
124
Ballew Advisors
Mississippi
$1.25M – – –
BFIM
125
Beese Fulmer Investment Management
Ohio
$1.25M -$255K -5,190 -17%
3 4
5
6 7

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.