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Vanguard Ultra-Short Bond ETF

299 hedge funds and large institutions have $2.12B invested in Vanguard Ultra-Short Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

2% more funds holding

Funds holding: 294299 (+5)

0% more capital invested

Capital invested by funds: $2.12B → $2.12B (+$3.57M)

0.33% less ownership

Funds ownership: 51.12%50.79% (-0.33%)

1% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 108

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

Holders
299
Holders Change
+5
Holders Change %
+1.7%
% of All Funds
4.31%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
34
Increased
107
Reduced
108
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
226
Robinswood Financial
Washington
$304K -$298K -6,016 -49%
AF
227
Allworth Financial
California
$301K -$130K -2,618 -30%
WMA
228
Wealth Management Associates
New Jersey
$297K -$27.2K -550 -8%
HSA
229
HBK Sorce Advisory
Pennsylvania
$292K -$554K -11,188 -66%
DC
230
Davenport & Co
Virginia
$290K
AF
231
Advisornet Financial
Minnesota
$283K -$79.2K -1,600 -22%
RIA
232
Regal Investment Advisors
Michigan
$282K -$178K -3,593 -39%
FCIM
233
Fairview Capital Investment Management
California
$280K -$126K -2,550 -31%
RC
234
Roundview Capital
New Jersey
$277K
NA
235
Nottingham Advisors
New York
$276K -$59.4K -1,200 -18%
WAP
236
Wealthcare Advisory Partners
Pennsylvania
$261K +$260K +5,261 New
Pathstone Holdings
237
Pathstone Holdings
New Jersey
$260K +$16.7K +338 +7%
ASN
238
Advisory Services Network
Georgia
$253K +$112K +2,257 +79%
BWP
239
Barlow Wealth Partners
Kentucky
$251K -$29K -586 -10%
ODA
240
One Degree Advisors
California
$249K -$1.11M -22,469 -82%
IWA
241
Inspirion Wealth Advisors
Illinois
$248K
SG
242
Strid Group
Pennsylvania
$245K +$247 +5 +0.1%
CCM
243
Coldstream Capital Management
Washington
$242K +$242K +4,887 New
MPAM
244
Murphy Pohlad Asset Management
Minnesota
$241K +$8.46K +171 +4%
BCP
245
Berkeley Capital Partners
Georgia
$233K +$233K +4,709 New
Cerity Partners
246
Cerity Partners
New York
$232K
GGS
247
Galvin Gaustad & Stein
Arizona
$220K -$64.4K -1,302 -23%
PA
248
Pinnacle Associates
New York
$211K -$15.3K -310 -7%
PWMAG
249
Pinnacle Wealth Management Advisory Group
New Jersey
$211K
AFP
250
Ausdal Financial Partners
Iowa
$209K +$209K +4,225 New

VUSB Hedge Fund Activity: Q1 2024 in Review

299 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q1 2024, worth a combined $2.12B — up 0.17% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VUSB positions and 23 closed out — a net gain of 11 holders — while 107 added to existing stakes and 108 trimmed.

The largest buyer was Waverly Advisors, adding an estimated $22.6M. The largest seller was Grant Street Asset Management, cutting an estimated $36.5M.

  • 299 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q1 2024, up from 294 in Q4 2023.
  • Funds reported $2.12B of Vanguard Ultra-Short Bond ETF stock for Q1 2024, up 0.17% quarter-over-quarter.
  • 34 funds opened new Vanguard Ultra-Short Bond ETF positions in Q1 2024 and 23 closed out, a net change of +11 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q1 2024 was Waverly Advisors, an estimated $22.6M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q1 2024 was Grant Street Asset Management, an estimated $36.5M sold.

Based on aggregated 13F filings for Q1 2024.