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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
M&T Bank
176
M&T Bank
New York
$588K +$587K +11,945 New
FNT
177
First National Trust
Pennsylvania
$585K +$585K +11,899 New
LWM
178
Laidlaw Wealth Management
New York
$566K +$565K +11,498 New
SIC
179
SJS Investment Consulting
Ohio
$559K -$96.9K -1,972 -15%
NCM
180
Nelson Capital Management
California
$548K -$799K -16,266 -59%
FP
181
Financial Perspectives
Minnesota
$542K
KP
182
Keel Point
Alabama
$530K +$3.24K +66 +0.6%
RI
183
Rinkey Investments
California
$528K +$16.3K +332 +3%
GGS
184
Galvin Gaustad & Stein
Arizona
$519K -$219K -4,451 -30%
IGWM
185
ICA Group Wealth Management
Colorado
$517K +$113K +2,305 +28%
FA
186
Fountainhead AM
New Jersey
$501K +$500K +10,182 New
GA
187
Greenspring Advisors
Maryland
$499K
RIA
188
Regal Investment Advisors
Michigan
$485K +$49 +1 +0%
WP
189
WealthSource Partners
California
$475K -$3.14K -64 -0.7%
AF
190
Apexium Financial
Texas
$469K +$26.1K +531 +6%
FMWA
191
Forvis Mazars Wealth Advisors
Missouri
$467K -$728K -14,824 -61%
AF
192
Allworth Financial
California
$463K -$848K -17,261 -65%
CA
193
Cetera Advisors
Colorado
$460K +$117K +2,381 +34%
BCM
194
Brookstone Capital Management
Illinois
$459K +$84.3K +1,717 +22%
PA
195
PFG Advisors
Arizona
$457K -$24.9K -506 -5%
B
196
Bridgeworth
Alabama
$446K -$3.46M -70,489 -89%
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$445K -$239K -4,871 -35%
WAM
198
WNY Asset Management
New York
$423K +$589 +12 +0.1%
AFG
199
Allegheny Financial Group
Pennsylvania
$407K +$407K +8,279 New
WHG
200
Westwood Holdings Group
Texas
$404K

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.