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Vanguard Ultra-Short Bond ETF

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: 282283 (+1)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
KDA
151
Kraft Davis & Associates
Missouri
$900K
RVPG
152
Relative Value Partners Group
$886K
SAM
153
Summit Asset Management
Tennessee
$882K
CIC
154
Cutler Investment Counsel
Oregon
$876K -$266K -5,412 -23%
WA
155
Waverly Advisors
Alabama
$874K -$101K -2,050 -10%
SCM
156
SOL Capital Management
Maryland
$866K -$614K -12,500 -42%
AC
157
Applied Capital
Arkansas
$855K +$854K +17,382 New
AC
158
Anson Capital
Georgia
$821K +$55.5K +1,129 +7%
OIA
159
OneDigital Investment Advisors
Kansas
$817K +$589 +12 +0.1%
SIS
160
Strategic Investment Solutions
Illinois
$811K +$811K +16,502 New
BSW
161
Buckingham Strategic Wealth
Missouri
$790K -$60.6K -1,233 -7%
RWM
162
Ruedi Wealth Management
Illinois
$776K +$8.84K +180 +1%
CFO
163
CVA Family Office
Colorado
$763K
PAM
164
Peak Asset Management
Colorado
$755K -$137K -2,796 -15%
CPA
165
Cardiff Park Advisors
California
$705K -$341K -6,948 -33%
LC
166
Lavaca Capital
Texas
$685K +$7.81K +159 +1%
AWS
167
Atria Wealth Solutions
New York
$682K +$95.4K +1,942 +16%
KAS
168
Kestra Advisory Services
Texas
$673K -$183K -3,719 -21%
CWAF
169
Core Wealth Advisors (Florida)
Florida
$673K +$49.9K +1,016 +8%
LA
170
Latitude Advisors
Florida
$666K
AT
171
Arden Trust
Delaware
$661K -$666K -13,549 -50%
PWPS
172
Pinnacle Wealth Planning Services
Ohio
$638K +$6.43K +131 +1%
CFGSD
173
Compass Financial Group (South Dakota)
South Dakota
$634K +$53.6K +1,091 +9%
BEW
174
Burton Enright Welch
California
$619K -$13.5K -274 -2%
CJFS
175
Coulter & Justus Financial Services
Tennessee
$609K +$3.54K +72 +0.6%

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.