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Vanguard Ultra-Short Bond ETF

298 hedge funds and large institutions have $2.27B invested in Vanguard Ultra-Short Bond ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 111 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

7% more capital invested

Capital invested by funds: $2.12B → $2.27B (+$149M)

1.19% more ownership

Funds ownership: 50.79%51.98% (+1.2%)

7% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 28

0% less funds holding

Funds holding: 299298 (-1)

6% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 111

Holders
298
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
4.3%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
30
Increased
104
Reduced
111
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
251
WesBanco Bank
West Virginia
$200K +$200K +4,047 New
AWM
252
Avior Wealth Management
Nebraska
$200K +$183K +3,706 +1,144%
CFO
253
CVA Family Office
Colorado
$199K
TWC
254
TD Waterhouse Canada
Ontario, Canada
$189K +$120K +2,426 +176%
US Bancorp
255
US Bancorp
Minnesota
$186K +$136K +2,750 +275%
ME
256
McIlrath & Eck
Washington
$143K -$37.4K -757 -21%
BCM
257
Blume Capital Management
California
$140K
PS
258
Principal Securities
Iowa
$119K +$1.73K +35 +1%
AIM
259
Anchor Investment Management
South Carolina
$109K +$1.43K +29 +1%
CA
260
Crewe Advisors
Utah
$101K +$100K +2,034 New
CB
261
Community Bank
New York
$99K
LFA
262
LGT Financial Advisors
Texas
$99K
AWM
263
AllSquare Wealth Management
New York
$89.7K
IAIM
264
International Assets Investment Management
Florida
$85.2K +$85K +1,720 New
HIA
265
Harbor Investment Advisory
Maryland
$84.8K +$84.6K +1,713 New
CAM
266
Creekmur Asset Management
Illinois
$77.9K
KPP
267
Kings Path Partners
Texas
$67.4K +$67.3K +1,362 New
CFD
268
Creative Financial Designs
Indiana
$66.9K
HNB
269
Huntington National Bank
Ohio
$51.4K
FP
270
Financial Perspectives
Minnesota
$50.4K -$494K -10,000 -91%
EBA
271
Eagle Bay Advisors
New York
$50.1K +$50K +1,011 New
PTC
272
Private Trust Company
Ohio
$49.5K +$49.4K +1,000 New
IA
273
IFP Advisors
Florida
$46.8K
NS
274
NBC Securities
Alabama
$46K +$642 +13 +1%
FPB
275
First PREMIER Bank
South Dakota
$45K

VUSB Hedge Fund Activity: Q2 2024 in Review

298 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q2 2024, worth a combined $2.27B — up 7% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VUSB positions and 28 closed out — a net gain of 2 holders — while 104 added to existing stakes and 111 trimmed.

The largest buyer was Axiom Advisory, adding an estimated $130M. The largest seller was Wharton Business Group, cutting an estimated $150M.

  • 298 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q2 2024, down from 299 in Q1 2024.
  • Funds reported $2.27B of Vanguard Ultra-Short Bond ETF stock for Q2 2024, up 7% quarter-over-quarter.
  • 30 funds opened new Vanguard Ultra-Short Bond ETF positions in Q2 2024 and 28 closed out, a net change of +2 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q2 2024 was Axiom Advisory, an estimated $130M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q2 2024 was Wharton Business Group, an estimated $150M sold.

Based on aggregated 13F filings for Q2 2024.