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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
WAP
251
Wealthcare Advisory Partners
Pennsylvania
$209K -$22.5K -453 -10%
CFO
252
CVA Family Office
Colorado
$208K +$8K +161 +4%
PSA
253
Plum Street Advisors
Louisiana
$208K +$207K +4,161 New
Baird Financial Group
254
Baird Financial Group
Wisconsin
$208K
AIM
255
Allen Investment Management
New York
$204K
AWM
256
Avior Wealth Management
Nebraska
$204K +$2.29K +46 +1%
Comerica Bank
257
Comerica Bank
Texas
$185K -$303K -6,098 -62%
AF
258
Advisornet Financial
Minnesota
$166K -$68.1K -1,371 -29%
TWC
259
TD Waterhouse Canada
Ontario, Canada
$163K -$26.8K -540 -14%
CAS
260
Coppell Advisory Solutions
Texas
$153K +$152K +3,054 New
BCM
261
Blume Capital Management
California
$141K
ME
262
McIlrath & Eck
Washington
$139K -$5.86K -118 -4%
US Bancorp
263
US Bancorp
Minnesota
$137K -$49.7K -1,000 -27%
PS
264
Principal Securities
Iowa
$120K
AIM
265
Anchor Investment Management
South Carolina
$111K +$1.39K +28 +1%
CA
266
Crewe Advisors
Utah
$102K
LFA
267
LGT Financial Advisors
Texas
$99.9K
IA
268
IFP Advisors
Florida
$96.9K +$49.4K +995 +105%
AWM
269
AllSquare Wealth Management
New York
$90.4K
HIA
270
Harbor Investment Advisory
Maryland
$85.5K
CAM
271
Creekmur Asset Management
Illinois
$78.6K
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$77.7K +$58.7K +1,182 +317%
CFD
273
Creative Financial Designs
Indiana
$67.4K
Jones Financial Companies
274
Jones Financial Companies
Missouri
$66.3K +$61.1K +1,230 +1,268%
MFA
275
McClarren Financial Advisors
Pennsylvania
$51.7K +$5.69M +114,501 +1,680%

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.