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Vanguard Ultra-Short Bond ETF

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: 275282 (+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: 2625 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FP
176
Financial Perspectives
Minnesota
$542K +$50K +1,017 +10%
KP
177
Keel Point
Alabama
$526K -$198K -4,030 -27%
FCA
178
Fortis Capital Advisors
Kansas
$517K -$215K -4,377 -29%
RI
179
Rinkey Investments
California
$512K +$5.7K +116 +1%
NA
180
Nottingham Advisors
New York
$501K -$19.9K -405 -4%
GA
181
Greenspring Advisors
Maryland
$499K -$653K -13,283 -57%
AWA
182
Alaska Wealth Advisors
Alaska
$495K -$48.9K -995 -9%
RIA
183
Regal Investment Advisors
Michigan
$485K -$5.65K -115 -1%
PA
184
PFG Advisors
Arizona
$482K
WP
185
WealthSource Partners
California
$478K +$157K +3,200 +49%
AF
186
Apexium Financial
Texas
$443K
USCWA
187
U.S. Capital Wealth Advisors
Texas
$437K -$77.5K -1,576 -15%
PWW
188
Pettyjohn Wood & White
Virginia
$431K -$969K -19,720 -69%
FCIM
189
Fairview Capital Investment Management
California
$428K -$6.14K -125 -1%
WAM
190
WNY Asset Management
New York
$422K -$111K -2,264 -21%
WHG
191
Westwood Holdings Group
Texas
$404K -$5.01K -102 -1%
IGWM
192
ICA Group Wealth Management
Colorado
$404K +$117K +2,387 +41%
SWA
193
Sax Wealth Advisors
New Jersey
$401K -$33.5K -681 -8%
BDFN
194
Bond & Devick Financial Network
Minnesota
$392K
PA
195
Parallel Advisors
California
$390K -$13.5K -274 -3%
RF
196
Robinswood Financial
Washington
$382K +$382K +7,764 New
BCM
197
Brookstone Capital Management
Illinois
$375K +$376K +7,641 New
SA
198
SAM Advisors
California
$366K +$366K +7,450 New
EF
199
Exeter Financial
Arizona
$366K +$15K +306 +4%
FNWM
200
Financial Network Wealth Management
Utah
$364K -$80.2K -1,632 -18%

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.