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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
JP Morgan Chase
1
JP Morgan Chase
New York
$781M +$48.8M +991,968 +7%
WBG
2
Wharton Business Group
Pennsylvania
$215M +$1.47M +29,880 +0.7%
Renaissance Technologies
3
Renaissance Technologies
New York
$74.8M +$33.5M +680,934 +82%
BTI
4
Blue Trust Inc
Georgia
$70.8M +$3.52M +71,462 +5%
Wells Fargo
5
Wells Fargo
California
$53.7M +$28.5M +578,086 +114%
AW
6
Avion Wealth
Texas
$51.2M -$3.14M -63,800 -6%
CFO
7
Colony Family Offices
North Carolina
$42.8M +$450K +9,138 +1%
GSAM
8
Grant Street Asset Management
Pennsylvania
$37.6M +$476K +9,676 +1%
PCFFS
9
Pacific Center for Financial Services
California
$37M -$707K -14,355 -2%
LPL Financial
10
LPL Financial
California
$30.8M +$1.19M +24,261 +4%
FA
11
Fortis Advisors
Pennsylvania
$21.9M +$604K +12,276 +3%
SFG
12
StrategIQ Financial Group
Indiana
$21.5M -$141K -2,869 -0.7%
CAL
13
Capital Analysts LLC
Pennsylvania
$21.2M +$6.22M +126,278 +42%
DK
14
David Kennon
Florida
$20.9M +$12.2M +248,608 +143%
ICG
15
InterOcean Capital Group
Tennessee
$20.6M -$157K -3,187 -0.8%
RWI
16
Red Wave Investments
Pennsylvania
$19.2M +$6.74M +136,900 +54%
HKAM
17
Horizon Kinetics Asset Management
New York
$14.4M +$659K +13,379 +5%
Stifel Financial
18
Stifel Financial
Missouri
$12.6M +$2.03M +41,205 +19%
NW
19
NewEdge Wealth
Pennsylvania
$12.6M +$12.3M +249,905 +5,880%
SW
20
Schulz Wealth
Texas
$12.4M +$12.4M +250,970 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$12.3M +$635K +12,895 +5%
Betterment LLC
22
Betterment LLC
New York
$11.6M +$565K +11,479 +5%
FMP
23
Financial Management Professionals
Texas
$11.2M +$49.8K +1,012 +0.4%
AWM
24
AE Wealth Management
Kansas
$11M +$4.58M +93,136 +73%
CFC
25
Coyle Financial Counsel
Illinois
$10.5M -$123K -2,496 -1%

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.