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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
RMAM
201
Raab & Moskowitz Asset Management
New Jersey
$356K -$92.4K -1,882 -21%
MPCG
202
Matrix Private Capital Group
New York
$352K -$242K -4,920 -41%
EF
203
Exeter Financial
Arizona
$352K +$71.4K +1,454 +26%
AC
204
Anson Capital
Georgia
$350K +$349K +7,110 New
SCM
205
SOL Capital Management
Maryland
$345K -$73.7K -1,500 -18%
ECM
206
Evergreen Capital Management
Washington
$345K
ME
207
McIlrath & Eck
Washington
$344K -$125K -2,551 -27%
CAM
208
Chandler Asset Management
California
$336K +$335K +6,830 New
RJT
209
Raymond James Trust
Florida
$335K +$49.9K +1,017 +18%
WMA
210
Wealth Management Associates
New Jersey
$332K -$46.7K -950 -12%
RWA
211
Redmont Wealth Advisors
Illinois
$325K -$24.9K -507 -7%
CRC
212
Curi RMB Capital
Illinois
$324K
WP
213
WealthSource Partners
California
$321K +$320K +6,524 New
SG
214
Strid Group
Pennsylvania
$313K
WAP
215
Wealthcare Advisory Partners
Pennsylvania
$301K -$35.1K -715 -10%
EAM
216
Evanson Asset Management
California
$295K +$295K +6,000 New
AF
217
Advisornet Financial
Minnesota
$290K +$344 +7 +0.1%
IGWM
218
ICA Group Wealth Management
Colorado
$287K +$240K +4,895 +526%
CPCM
219
Cardinal Point Capital Management
Ontario, Canada
$286K -$100K -2,040 -26%
CPWMP
220
Cardinal Point Wealth Management Partners
California
$286K -$100K -2,040 -26%
DC
221
Davenport & Co
Virginia
$278K -$123K -2,500 -31%
RJA
222
Raymond James & Associates
Florida
$266K +$28.9K +588 +12%
GLLW
223
Graves Light Lenhart Wealth
Virginia
$257K -$41.5K -845 -14%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$256K -$203K -4,141 -44%
BCM
225
Blume Capital Management
California
$249K +$9.68K +197 +4%

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.