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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
SLWA
201
San Luis Wealth Advisors
California
$364K +$364K +7,400 New
Cerity Partners
202
Cerity Partners
New York
$361K -$15.8K -322 -4%
ECM
203
Evergreen Capital Management
Washington
$344K
CA
204
Cetera Advisors
Colorado
$343K +$343K +6,975 New
BWM
205
Birchcreek Wealth Management
Ohio
$341K +$341K +6,935 New
ME
206
McIlrath & Eck
Washington
$325K -$17.9K -365 -5%
CRC
207
Curi RMB Capital
Illinois
$323K
Morgan Stanley
208
Morgan Stanley
New York
$322K -$33.7K -685 -9%
WMA
209
Wealth Management Associates
New Jersey
$322K -$9.83K -200 -3%
SG
210
Strid Group
Pennsylvania
$312K
PCIA
211
Prime Capital Investment Advisors
Kansas
$307K +$307K +6,241 New
TCWA
212
Ten Capital Wealth Advisors
Washington
$305K +$125K +2,541 +69%
NB
213
Nicolet Bankshares
Wisconsin
$302K -$139K -2,835 -32%
EAM
214
Evanson Asset Management
California
$295K
CAM
215
Chandler Asset Management
California
$289K -$46.9K -955 -14%
DC
216
Davenport & Co
Virginia
$288K +$10.5K +214 +4%
ZF
217
Zhang Financial
Michigan
$287K -$459K -9,344 -62%
BPA
218
Beacon Pointe Advisors
California
$286K -$103K -2,090 -26%
JCM
219
Jacobi Capital Management
Pennsylvania
$286K +$286K +5,815 New
BST
220
Bath Savings Trust
Maine
$284K +$75K +1,525 +36%
ACM
221
Ategra Capital Management
Virginia
$280K -$1.59M -32,300 -85%
CPCM
222
Cardinal Point Capital Management
Ontario, Canada
$273K -$12.3K -250 -4%
AF
223
Advisornet Financial
Minnesota
$272K -$16.9K -344 -6%
MBT
224
Montecito Bank & Trust
California
$268K -$670K -13,626 -71%
ASN
225
Advisory Services Network
Georgia
$262K +$32.6K +664 +14%

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.