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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
EFP
301
Elser Financial Planning
Indiana
-$3.02M -61,073 Closed
ACM
302
ADAR1 Capital Management
Texas
-$2.73M -55,206 Closed
OMC
303
Old Mission Capital
Illinois
-$1.53M -30,911 Closed
EWM
304
Empirical Wealth Management
Washington
-$516K -10,418 Closed
CAP
305
Columbia Advisory Partners
Washington
-$462K -9,330 Closed
PWA
306
Prairie Wealth Advisors
Nebraska
-$347K -7,014 Closed
CPCM
307
Cardinal Point Capital Management
Ontario, Canada
-$341K -6,890 Closed
ODA
308
One Degree Advisors
California
-$304K -6,157 Closed
RJA
309
Raymond James & Associates
Florida
-$300K -6,066 Closed
PWPS
310
Pinnacle Wealth Planning Services
Ohio
-$297K -6,001 Closed
BWP
311
Barlow Wealth Partners
Kentucky
-$252K -5,080 Closed
NA
312
Nottingham Advisors
New York
-$237K -4,791 Closed
MFG
313
Monumental Financial Group
Maryland
-$233K -4,696 Closed
HSA
314
HBK Sorce Advisory
Pennsylvania
-$229K -4,622 Closed
CB
315
Community Bank
New York
-$99K -2,000 Closed
HI
316
Harbour Investments
Wisconsin
-$30.4K -613 Closed
CT
317
Caldwell Trust
Florida
-$24.3K -490 Closed
PCM
318
Penserra Capital Management
California
-$8K -161 Closed
OSAM
319
O'Shaughnessy Asset Management
Connecticut
-$50 -1 Closed

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.