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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
EBA
176
Eagle Bay Advisors
New York
$548K +$335K +6,824 +158%
HF
177
HRT Financial
New York
$547K +$8.35K +170 +2%
AWA
178
Alaska Wealth Advisors
Alaska
$545K
WAM
179
WNY Asset Management
New York
$534K -$103K -2,090 -16%
NA
180
Nottingham Advisors
New York
$522K -$379K -7,721 -42%
USCWA
181
U.S. Capital Wealth Advisors
Texas
$515K -$3.33M -67,767 -87%
RI
182
Rinkey Investments
California
$507K +$44.3K +903 +10%
FP
183
Financial Perspectives
Minnesota
$492K
RIA
184
Regal Investment Advisors
Michigan
$491K +$47.2K +961 +11%
PA
185
PFG Advisors
Arizona
$483K -$656K -13,352 -58%
GSC
186
Grey Street Capital
Illinois
$480K +$479K +9,751 New
SQA
187
Simon Quick Advisors
New Jersey
$466K -$9.28K -189 -2%
CWAF
188
Core Wealth Advisors (Florida)
Florida
$464K +$413K +8,412 +833%
FNWM
189
Financial Network Wealth Management
Utah
$444K -$176K -3,578 -28%
AF
190
Apexium Financial
Texas
$444K -$25K -509 -5%
NB
191
Nicolet Bankshares
Wisconsin
$442K -$28.2K -575 -6%
SWA
192
Sax Wealth Advisors
New Jersey
$435K +$1.42K +29 +0.3%
FCIM
193
Fairview Capital Investment Management
California
$435K +$227K +4,625 +110%
WHG
194
Westwood Holdings Group
Texas
$409K
PA
195
Parallel Advisors
California
$404K -$34.1K -695 -8%
BDFN
196
Bond & Devick Financial Network
Minnesota
$392K
LIG
197
Lokken Investment Group
Delaware
$391K +$390K +7,938 New
BPA
198
Beacon Pointe Advisors
California
$390K +$6.97K +142 +2%
Cerity Partners
199
Cerity Partners
New York
$378K -$396K -8,069 -51%
Morgan Stanley
200
Morgan Stanley
New York
$357K -$72.9K -1,485 -17%

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.