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Vanguard Ultra-Short Bond ETF
VUSB

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: 18 → 20 (+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: 299 → 298 (-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
–

Top Buyers

Rank Fund Capital Flow
1
AA
Axiom Advisory
California
+$130M
2
JP Morgan Chase
JP Morgan Chase
New York
+$70.4M
3
AIA
Acute Investment Advisory
Arizona
+$27.4M
4
Morgan Stanley
Morgan Stanley
New York
+$21.5M
5
FTUS
Flow Traders U.S.
New York
+$21.3M

Top Sellers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
-$150M
2
MFG
Monumental Financial Group
Maryland
-$6.66M
3
AT
American Trust
Kentucky
-$4.75M
4
MFA
McClarren Financial Advisors
Pennsylvania
-$4.56M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
276
Ancora Advisors
Ohio
$43.6K – – –
FDCDDQ
277
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.4K – – –
NSIM
278
North Star Investment Management
Illinois
$38.4K -$92.9K -1,881 -71%
DJSG
279
D.J. St. Germain
Massachusetts
$33K – – –
National Bank of Canada
280
National Bank of Canada
Quebec, Canada
$31.2K – – –
HI
281
Harbour Investments
Wisconsin
$30.4K – – –
UBS Group
282
UBS Group
Switzerland
$29.4K +$29.3K +594 New
CT
283
Caldwell Trust
Florida
$24.3K – – –
LG
284
LAM Group
Oregon
$20.2K +$148 +3 +0.7%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$18.5K +$18.4K +373 New
HCP
286
Hexagon Capital Partners
Arkansas
$17K – – –
SIS
287
Sound Income Strategies
Florida
$15.2K – – –
FFA
288
Farther Finance Advisors
California
$14.2K – – –
IGWM
289
ICA Group Wealth Management
Colorado
$13.9K -$76.7K -1,552 -85%
PB
290
Pinnacle Bancorp
Nebraska
$9.9K – – –
JWM
291
Janiczek Wealth Management
Colorado
$8.96K – – –
PCM
292
Penserra Capital Management
California
$8K +$7.96K +161 New
OW
293
Olistico Wealth
Oklahoma
$7.08K +$7.07K +143 New
NA
294
NewEdge Advisors
Louisiana
$4.95K – – –
Jones Financial Companies
295
Jones Financial Companies
Missouri
$4.8K +$4.79K +97 New
GWM
296
Geneos Wealth Management
Colorado
$1.63K – – –
CPA
297
Clear Point Advisors
New York
$1.34K – – –
S
298
SignatureFD
Georgia
$990 – – –
OSAM
299
O'Shaughnessy Asset Management
Connecticut
$50 – – –
AWM
300
Aberdeen Wealth Management
Illinois
– -$3.96M -79,977 Closed
10 11
12
13 14

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.