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Vanguard Ultra-Short Bond ETF

300 hedge funds and large institutions have $2.33B invested in Vanguard Ultra-Short Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 108 increasing their positions, 118 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

3% more capital invested

Capital invested by funds: $2.27B → $2.33B (+$58.7M)

1% more funds holding

Funds holding: 298300 (+2)

0.85% less ownership

Funds ownership: 51.98%51.13% (-0.85%)

8% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 118

Holders
300
Holders Change
+2
Holders Change %
+0.67%
% of All Funds
4.31%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
25
Increased
108
Reduced
118
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
226
Mirae Asset Global Investments
South Korea
$290K -$167K -3,360 -37%
DWM
227
Diversify Wealth Management
Utah
$285K +$285K +5,734 New
FCIM
228
Fairview Capital Investment Management
California
$282K
AF
229
Allworth Financial
California
$278K -$8.7K -175 -3%
TC
230
TownSquare Capital
Utah
$274K +$273K +5,486 New
Cerity Partners
231
Cerity Partners
New York
$262K -$160K -3,216 -38%
RC
232
Roundview Capital
New Jersey
$260K
CAM
233
Chandler Asset Management
California
$258K -$4.97K -100 -2%
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$256K +$255K +5,135 New
IWA
235
Inspirion Wealth Advisors
Illinois
$250K
DC
236
Davenport & Co
Virginia
$248K
SG
237
Strid Group
Pennsylvania
$247K +$348 +7 +0.1%
CCM
238
Coldstream Capital Management
Washington
$244K
FNWM
239
Financial Network Wealth Management
Utah
$244K +$19.5K +392 +9%
MPAM
240
Murphy Pohlad Asset Management
Minnesota
$243K
RF
241
Robinswood Financial
Washington
$235K -$1.84K -37 -0.8%
BPA
242
Beacon Pointe Advisors
California
$234K -$1.24K -25 -0.5%
QWM
243
Quadcap Wealth Management
Texas
$227K -$935K -18,825 -81%
PWW
244
Pettyjohn Wood & White
Virginia
$227K -$64.6K -1,300 -22%
BCP
245
Berkeley Capital Partners
Georgia
$226K -$6.21K -125 -3%
PA
246
Pinnacle Associates
New York
$225K +$227K +4,560 New
CIAS
247
CFS Investment Advisory Services
New Jersey
$222K +$4.97K +100 +2%
RRCM
248
Rappaport Reiches Capital Management
Illinois
$215K -$224K -4,500 -51%
IAG
249
Investment Advisory Group
Massachusetts
$211K +$348 +7 +0.2%
HFAS
250
Hummer Financial Advisory Services
Illinois
$210K +$209K +4,200 New

VUSB Hedge Fund Activity: Q3 2024 in Review

300 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q3 2024, worth a combined $2.33B — up 2.6% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VUSB positions and 19 closed out — a net gain of 6 holders — while 108 added to existing stakes and 118 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $79M. The largest seller was Axiom Advisory, cutting an estimated $46.5M.

  • 300 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q3 2024, up from 298 in Q2 2024.
  • Funds reported $2.33B of Vanguard Ultra-Short Bond ETF stock for Q3 2024, up 2.6% quarter-over-quarter.
  • 25 funds opened new Vanguard Ultra-Short Bond ETF positions in Q3 2024 and 19 closed out, a net change of +6 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $79M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q3 2024 was Axiom Advisory, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2024.