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Vanguard Ultra-Short Bond ETF

294 hedge funds and large institutions have $2.12B invested in Vanguard Ultra-Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 33

4% more funds holding

Funds holding: 283294 (+11)

1% more capital invested

Capital invested by funds: $2.08B → $2.12B (+$30.7M)

0.41% more ownership

Funds ownership: 50.72%51.12% (+0.41%)

8% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 111

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

Holders
294
Holders Change
+11
Holders Change %
+3.89%
% of All Funds
4.29%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
49
Increased
102
Reduced
111
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
176
Flow Traders U.S.
New York
$590K +$587K +11,934 New
MAM
177
Mainsail Asset Management
Alabama
$575K +$572K +11,627 New
LWM
178
Laidlaw Wealth Management
New York
$569K +$345 +7 +0.1%
LLWM
179
Life Line Wealth Management
California
$562K +$560K +11,374 New
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
$546K +$98.6K +2,003 +22%
MFIM
181
Mesirow Financial Investment Management
Illinois
$546K +$3.23M +65,703 New
FP
182
Financial Perspectives
Minnesota
$545K
KP
183
Keel Point
Alabama
$537K +$4.73K +96 +0.9%
CFO
184
CVA Family Office
Colorado
$519K -$246K -5,000 -32%
BSW
185
Buckingham Strategic Wealth
Missouri
$506K -$287K -5,834 -36%
GA
186
Greenspring Advisors
Maryland
$502K
BPA
187
Beacon Pointe Advisors
California
$488K +$226K +4,595 +87%
BHWM
188
Beaird Harris Wealth Management
Texas
$484K +$482K +9,791 New
NCM
189
Nelson Capital Management
California
$481K -$70.1K -1,424 -13%
WP
190
WealthSource Partners
California
$478K
AF
191
Apexium Financial
Texas
$468K -$3.15K -64 -0.7%
LIG
192
Lokken Investment Group
Delaware
$460K +$109K +2,212 +31%
RIA
193
Regal Investment Advisors
Michigan
$459K -$29K -589 -6%
EBA
194
Eagle Bay Advisors
New York
$458K -$1.11M -22,648 -71%
PA
195
PFG Advisors
Arizona
$456K -$3K -61 -0.7%
B
196
Bridgeworth
Alabama
$448K
CVA
197
Central Valley Advisors
California
$442K +$440K +8,932 New
AF
198
Allworth Financial
California
$430K -$35.3K -717 -8%
CF
199
Convergence Financial
Missouri
$414K -$912K -18,518 -69%
AFG
200
Allegheny Financial Group
Pennsylvania
$413K +$3.3K +67 +0.8%

VUSB Hedge Fund Activity: Q4 2023 in Review

294 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q4 2023, worth a combined $2.12B — up 1.5% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VUSB positions and 33 closed out — a net gain of 16 holders — while 102 added to existing stakes and 111 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $48.8M. The largest seller was Jane Street, exiting entirely with an estimated $45.8M sold.

  • 294 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q4 2023, up from 283 in Q3 2023.
  • Funds reported $2.12B of Vanguard Ultra-Short Bond ETF stock for Q4 2023, up 1.5% quarter-over-quarter.
  • 49 funds opened new Vanguard Ultra-Short Bond ETF positions in Q4 2023 and 33 closed out, a net change of +16 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $48.8M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q4 2023 was Jane Street, an estimated $45.8M sold.

Based on aggregated 13F filings for Q4 2023.