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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
Stifel Financial
26
Stifel Financial
Missouri
$13.7M +$718K +14,528 +6%
FWM
27
Fonville Wealth Management
Virginia
$13.1M +$3.12M +63,149 +31%
FMP
28
Financial Management Professionals
Texas
$12.1M +$715K +14,463 +6%
CFC
29
Coyle Financial Counsel
Illinois
$11.2M
Corient Private Wealth
30
Corient Private Wealth
Florida
$11.1M +$792K +16,039 +8%
SW
31
Schulz Wealth
Texas
$11M -$217K -4,396 -2%
BCA
32
Bray Capital Advisors
Florida
$9.93M -$296K -6,000 -3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$9.04M -$143K -2,897 -2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$8.97M -$4.23M -85,550 -32%
LBC
35
Lowe Brockenbrough & Co
Virginia
$8.64M +$1.83M +36,945 +27%
RWA
36
Roberts Wealth Advisors
California
$8.49M +$2.95M +59,741 +53%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$8.24M +$130K +2,633 +2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$8.18M +$346K +7,004 +4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$8.14M +$1.4M +28,319 +21%
AWM
40
AE Wealth Management
Kansas
$8.04M -$2.36M -47,687 -23%
SCA
41
Scott Capital Advisors
Oregon
$7.56M +$163K +3,294 +2%
NL
42
NVWM LLC
Pennsylvania
$7.53M -$112K -2,266 -1%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$7.36M +$3.03M +61,297 +70%
William Blair & Company
44
William Blair & Company
Illinois
$7.12M +$153K +3,092 +2%
WFA
45
Websterrogers Financial Advisors
South Carolina
$7.1M -$449K -9,082 -6%
EA
46
Eclectic Associates
California
$6.53M -$115K -2,324 -2%
MFA
47
McClarren Financial Advisors
Pennsylvania
$6.48M -$4.56M -92,292 -93%
PHWM
48
Pine Harbor Wealth Management
Maryland
$6M -$53.9K -1,091 -0.9%
HWM
49
HB Wealth Management
Georgia
$5.87M -$2.62M -53,035 -31%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$5.56M -$32.7K -661 -0.6%

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.