We are live on ! Find out more
VUSB icon

Vanguard Ultra-Short Bond ETF

299 hedge funds and large institutions have $2.12B invested in Vanguard Ultra-Short Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

2% more funds holding

Funds holding: 294299 (+5)

0% more capital invested

Capital invested by funds: $2.12B → $2.12B (+$3.57M)

0.33% less ownership

Funds ownership: 51.12%50.79% (-0.33%)

1% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 108

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

Holders
299
Holders Change
+5
Holders Change %
+1.7%
% of All Funds
4.31%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
34
Increased
107
Reduced
108
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$10.4M -$556K -11,242 -5%
Corient Private Wealth
27
Corient Private Wealth
Florida
$10.3M +$486K +9,822 +5%
BCA
28
Bray Capital Advisors
Florida
$10.2M -$4.95K -100 -0%
FWM
29
Fonville Wealth Management
Virginia
$9.99M +$1.52M +30,694 +18%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$9.19M +$8.63M +174,333 +1,578%
HWM
31
HB Wealth Management
Georgia
$8.5M +$1.06M +21,476 +14%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$8.11M +$1.73M +34,977 +27%
Osaic Holdings
33
Osaic Holdings
Arizona
$8.11M -$2.16M -43,696 -21%
CAN
34
Cetera Advisor Networks
California
$8.1M +$466K +9,416 +6%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$7.84M -$133K -2,687 -2%
NL
36
NVWM LLC
Pennsylvania
$7.65M -$387K -7,827 -5%
WFA
37
Websterrogers Financial Advisors
South Carolina
$7.56M +$416K +8,412 +6%
SCA
38
Scott Capital Advisors
Oregon
$7.39M -$34K -687 -0.5%
William Blair & Company
39
William Blair & Company
Illinois
$6.97M -$622K -12,575 -8%
MFG
40
Monumental Financial Group
Maryland
$6.91M +$545K +11,011 +9%
LBC
41
Lowe Brockenbrough & Co
Virginia
$6.82M +$467K +9,444 +7%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$6.74M -$597K -12,068 -8%
EA
43
Eclectic Associates
California
$6.65M -$609K -12,303 -8%
PHWM
44
Pine Harbor Wealth Management
Maryland
$6.06M +$1.49M +30,190 +33%
KCM
45
Kathmere Capital Management
Pennsylvania
$6M -$294K -5,939 -5%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$5.59M +$1.85M +37,412 +50%
SPIA
47
Steward Partners Investment Advisory
New York
$5.57M +$23.6K +477 +0.4%
RWA
48
Roberts Wealth Advisors
California
$5.53M +$2.43M +49,102 +78%
Citadel Advisors
49
Citadel Advisors
Florida
$5.29M +$5.29M +106,800 New
AFS
50
Annapolis Financial Services
Maryland
$5.28M -$232K -4,688 -4%

VUSB Hedge Fund Activity: Q1 2024 in Review

299 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q1 2024, worth a combined $2.12B — up 0.17% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new VUSB positions and 23 closed out — a net gain of 11 holders — while 107 added to existing stakes and 108 trimmed.

The largest buyer was Waverly Advisors, adding an estimated $22.6M. The largest seller was Grant Street Asset Management, cutting an estimated $36.5M.

  • 299 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q1 2024, up from 294 in Q4 2023.
  • Funds reported $2.12B of Vanguard Ultra-Short Bond ETF stock for Q1 2024, up 0.17% quarter-over-quarter.
  • 34 funds opened new Vanguard Ultra-Short Bond ETF positions in Q1 2024 and 23 closed out, a net change of +11 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q1 2024 was Waverly Advisors, an estimated $22.6M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q1 2024 was Grant Street Asset Management, an estimated $36.5M sold.

Based on aggregated 13F filings for Q1 2024.