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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
MFIM
26
Mesirow Financial Investment Management
Illinois
$14M -$15.6K -314 -0.1%
Stifel Financial
27
Stifel Financial
Missouri
$13.8M -$18.2K -367 -0.1%
FMP
28
Financial Management Professionals
Texas
$13.1M +$863K +17,375 +7%
FTUS
29
Flow Traders U.S.
New York
$12.4M -$12.9M -259,077 -51%
CFC
30
Coyle Financial Counsel
Illinois
$11.5M +$311K +6,267 +3%
LBC
31
Lowe Brockenbrough & Co
Virginia
$11.1M +$2.34M +47,184 +27%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$10.8M +$1.77M +35,627 +20%
Corient Private Wealth
33
Corient Private Wealth
Florida
$10.8M -$375K -7,545 -3%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$10.1M +$1.8M +36,296 +22%
BCA
35
Bray Capital Advisors
Florida
$10M
SW
36
Schulz Wealth
Texas
$9.89M -$1.23M -24,750 -11%
KP
37
Kitching Partners
Pennsylvania
$9.53M +$6.58M +132,354 +226%
RWA
38
Roberts Wealth Advisors
California
$9.51M +$979K +19,700 +11%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$9.23M +$1.01M +20,367 +12%
HKAM
40
Horizon Kinetics Asset Management
New York
$8.7M -$6.29M -126,571 -42%
William Blair & Company
41
William Blair & Company
Illinois
$8.1M +$911K +18,345 +13%
NL
42
NVWM LLC
Pennsylvania
$7.55M -$48.5K -976 -0.6%
AWM
43
AE Wealth Management
Kansas
$7.36M -$741K -14,905 -9%
TA
44
TruWealth Advisors
Louisiana
$7.25M +$1.79M +35,943 +33%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$7.17M -$252K -5,063 -3%
AC
46
Anson Capital
Georgia
$7M +$2.08M +41,893 +43%
EA
47
Eclectic Associates
California
$6.64M +$54.1K +1,089 +0.8%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$6.5M -$1.8M -36,220 -22%
WFA
49
Websterrogers Financial Advisors
South Carolina
$6.48M -$683K -13,738 -10%
KAS
50
Kestra Advisory Services
Texas
$6.17M +$3.65M +73,386 +146%

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.