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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
WBG
1
Wharton Business Group
Pennsylvania
$208M -$99.2M -2,020,255 -32%
TA
2
TruWealth Advisors
Louisiana
$78.9M +$1.85M +37,620 +2%
RWM
3
Ritholtz Wealth Management
New York
$65.6M +$6.37M +129,749 +11%
AW
4
Avion Wealth
Texas
$65.2M +$38.4M +782,182 +143%
Jane Street
5
Jane Street
New York
$50.9M +$50.8M +1,034,108 New
GSAM
6
Grant Street Asset Management
Pennsylvania
$47.8M +$4.22M +85,970 +10%
KCM
7
Kathmere Capital Management
Pennsylvania
$40.8M +$3.41M +69,408 +9%
PCFFS
8
Pacific Center for Financial Services
California
$37.7M +$37.6M +765,808 New
MCM
9
Manchester Capital Management
Vermont
$37.6M +$4.6M +93,571 +14%
Renaissance Technologies
10
Renaissance Technologies
New York
$34.3M +$24.5M +498,700 +251%
Mariner
11
Mariner
Kansas
$32.2M -$510K -10,385 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$32M -$68.5K -1,394 -0.2%
BTI
13
Blue Trust Inc
Georgia
$25.2M +$25.3M +515,147 New
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$22M +$2.99M +60,789 +16%
ICG
15
InterOcean Capital Group
Tennessee
$21.5M -$2.1M -42,676 -9%
FA
16
Fortis Advisors
Pennsylvania
$19.1M +$7.17M +145,959 +60%
SFG
17
StrategIQ Financial Group
Indiana
$18.5M +$4.45M +90,539 +32%
HKAM
18
Horizon Kinetics Asset Management
New York
$14.8M +$9.59M +195,315 +187%
Creative Planning
19
Creative Planning
Kansas
$14.6M +$108K +2,202 +0.7%
FMP
20
Financial Management Professionals
Texas
$14.5M +$834K +16,976 +6%
HHGA
21
Halbert Hargrove Global Advisors
California
$14.5M -$450K -9,169 -3%
CFO
22
Colony Family Offices
North Carolina
$13.9M -$477K -9,703 -3%
WFA
23
Websterrogers Financial Advisors
South Carolina
$13.6M +$5.94M +120,853 +78%
LPL Financial
24
LPL Financial
California
$11.5M +$2.03M +41,312 +21%
BCA
25
Bray Capital Advisors
Florida
$10.1M -$2.43M -49,500 -19%

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.