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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
FCIM
201
Fairview Capital Investment Management
California
$403K -$24.6K -500 -6%
MOS
202
MGO One Seven
Ohio
$402K -$315K -6,415 -44%
BRA
203
Biechele Royce Advisors
Indiana
$398K +$398K +8,100 New
ATC
204
Argent Trust Co
Tennessee
$395K +$395K +8,040 New
EF
205
Exeter Financial
Arizona
$394K +$27.4K +557 +7%
PA
206
Parallel Advisors
California
$390K
RF
207
Robinswood Financial
Washington
$386K +$3.88K +79 +1%
PWW
208
Pettyjohn Wood & White
Virginia
$386K -$45.2K -920 -11%
NA
209
Nottingham Advisors
New York
$385K -$116K -2,370 -23%
Comerica Bank
210
Comerica Bank
Texas
$349K +$349K +7,101 New
LIG
211
Lokken Investment Group
Delaware
$349K -$348K -7,086 -50%
ECM
212
Evergreen Capital Management
Washington
$344K
AAS
213
Avantax Advisory Services
Texas
$343K -$637K -12,962 -65%
PIMG
214
Patriot Investment Management Group
Tennessee
$332K +$118K +2,396 +55%
ME
215
McIlrath & Eck
Washington
$325K
CRC
216
Curi RMB Capital
Illinois
$323K
WMA
217
Wealth Management Associates
New Jersey
$322K
FPCP
218
Fort Point Capital Partners
California
$320K -$533K -10,848 -63%
PCIA
219
Prime Capital Investment Advisors
Kansas
$311K +$3.54K +72 +1%
FCA
220
Fortis Capital Advisors
Kansas
$308K -$209K -4,260 -40%
SLWA
221
San Luis Wealth Advisors
California
$302K -$61.8K -1,258 -17%
EAM
222
Evanson Asset Management
California
$295K
Cerity Partners
223
Cerity Partners
New York
$290K -$71.2K -1,450 -20%
BST
224
Bath Savings Trust
Maine
$289K +$4.91K +100 +2%
CAM
225
Chandler Asset Management
California
$289K

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.