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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
EF
201
Exeter Financial
Arizona
$409K +$12.5K +254 +3%
FCIM
202
Fairview Capital Investment Management
California
$405K
PA
203
Parallel Advisors
California
$392K
GA
204
GSG Advisors
New Jersey
$391K +$163K +3,303 +72%
CKAIS
205
Christensen King & Associates Investment Services
Washington
$390K +$388K +7,885 New
BCM
206
Brookstone Capital Management
Illinois
$386K -$76.6K -1,557 -17%
PCIA
207
Prime Capital Investment Advisors
Kansas
$377K +$65.1K +1,322 +21%
HA
208
Hanover Advisors
South Carolina
$371K +$369K +7,498 New
AF
209
Advisornet Financial
Minnesota
$361K +$255K +5,172 +243%
RSWA
210
Robinson Smith Wealth Advisors
Maine
$356K +$354K +7,199 New
NF
211
NavPoint Financial
Minnesota
$351K +$349K +7,090 New
WAM
212
WNY Asset Management
New York
$347K -$77.9K -1,583 -18%
MOS
213
MGO One Seven
Ohio
$345K -$58.1K -1,181 -14%
Truist Financial
214
Truist Financial
North Carolina
$336K +$335K +6,801 New
NA
215
Nottingham Advisors
New York
$335K -$52.2K -1,060 -14%
PIMG
216
Patriot Investment Management Group
Tennessee
$334K +$640 +13 +0.2%
CRC
217
Curi RMB Capital
Illinois
$325K
WMA
218
Wealth Management Associates
New Jersey
$324K
PWW
219
Pettyjohn Wood & White
Virginia
$316K -$71.4K -1,450 -18%
CAM
220
Chandler Asset Management
California
$316K +$25.1K +510 +9%
BST
221
Bath Savings Trust
Maine
$315K +$24.6K +500 +9%
ME
222
McIlrath & Eck
Washington
$314K -$12.9K -262 -4%
CTC
223
Central Trust Company
Missouri
$312K +$231K +4,687 +289%
CGL
224
Clarius Group LLC
Washington
$308K -$3.1M -63,056 -91%
PWPS
225
Pinnacle Wealth Planning Services
Ohio
$302K -$338K -6,866 -53%

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.