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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
GAA
301
Global Assets Advisory
Florida
-$588K -28,988 Closed
WIM
302
WealthPlan Investment Management
Nebraska
-$781K -15,762 Closed
CF
303
Convergence Financial
Missouri
-$744K -15,020 Closed
LNC
304
Lincoln National Corp
Pennsylvania
-$552K -11,136 Closed
AT
305
American Trust
Kentucky
-$4.75M -9,607 Closed
RVPG
306
Relative Value Partners Group
-$449K -9,034 Closed
CVA
307
Central Valley Advisors
California
-$444K -8,963 Closed
IAN
308
Integrated Advisors Network
Texas
-$439K -8,850 Closed
CAM
309
Cresset Asset Management
Illinois
-$423K -8,536 Closed
JIC
310
Joel Isaacson & Co
New York
-$372K -7,500 Closed
PA
311
PFG Advisors
Arizona
-$368K -7,423 Closed
MFS
312
Madrona Financial Services
Washington
-$318K -6,408 Closed
Jane Street
313
Jane Street
New York
-$314K -6,327 Closed
RIA
314
Regal Investment Advisors
Michigan
-$282K -5,682 Closed
ASN
315
Advisory Services Network
Georgia
-$253K -5,099 Closed
GGS
316
Galvin Gaustad & Stein
Arizona
-$220K -4,450 Closed
PA
317
Pinnacle Associates
New York
-$211K -4,250 Closed
PWMAG
318
Pinnacle Wealth Management Advisory Group
New Jersey
-$211K -4,250 Closed
PSA
319
Plum Street Advisors
Louisiana
-$208K -4,161 Closed
NF
320
NavPoint Financial
Minnesota
-$204K -4,123 Closed
BRA
321
Biechele Royce Advisors
Indiana
-$204K -4,100 Closed
BFA
322
BBJS Financial Advisors
Washington
-$151K -3,041 Closed
BIM
323
Breakwater Investment Management
Washington
-$150K -3,025 Closed
First Manhattan
324
First Manhattan
New York
-$35.9K -725 Closed
JFA
325
JNBA Financial Advisors
Minnesota
-$4.24K -86 Closed

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.