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Vanguard Ultra-Short Bond ETF

341 hedge funds and large institutions have $2.68B invested in Vanguard Ultra-Short Bond ETF in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 132 increasing their positions, 106 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 26

25% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 106

13% more capital invested

Capital invested by funds: $2.38B → $2.68B (+$300M)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

8% more funds holding

Funds holding: 316341 (+25)

0.59% more ownership

Funds ownership: 54.14%54.73% (+0.59%)

Holders
341
Holders Change
+25
Holders Change %
+7.91%
% of All Funds
4.57%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.36%
New
54
Increased
132
Reduced
106
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$14.7M +$409K +8,229 +3%
AWM
27
AE Wealth Management
Kansas
$14.1M +$7.89M +158,566 +127%
MFIM
28
Mesirow Financial Investment Management
Illinois
$14M +$123K +2,467 +0.9%
LBC
29
Lowe Brockenbrough & Co
Virginia
$13.8M +$1.04M +20,924 +8%
RWA
30
Roberts Wealth Advisors
California
$13.5M -$1.43M -28,797 -10%
Betterment LLC
31
Betterment LLC
New York
$13.4M -$1.54M -30,978 -10%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$13.2M +$1.41M +28,390 +12%
CFC
33
Coyle Financial Counsel
Illinois
$13.1M +$582K +11,695 +5%
MFA
34
McClarren Financial Advisors
Pennsylvania
$12.8M -$4.48M -90,025 -36%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$10.8M +$1.17M +23,585 +12%
TA
36
TruWealth Advisors
Louisiana
$10.4M +$2.23M +44,823 +27%
FGWP
37
Founders Grove Wealth Partners
Virginia
$10.3M +$1.26M +25,422 +14%
KAS
38
Kestra Advisory Services
Texas
$9.77M +$1.16M +23,224 +13%
KP
39
Kitching Partners
Pennsylvania
$9.66M +$56.7K +1,141 +0.6%
EA
40
Eclectic Associates
California
$9.21M +$2.73M +54,826 +42%
SWM
41
SpringVest Wealth Management
Texas
$9.17M -$865K -17,397 -9%
William Blair & Company
42
William Blair & Company
Illinois
$8.74M +$674K +13,549 +8%
AC
43
Apella Capital
Connecticut
$8.62M +$279K +5,602 +3%
SW
44
Schulz Wealth
Texas
$8.42M -$841K -16,900 -9%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$8.32M -$1.51M -30,312 -15%
NW
46
NewEdge Wealth
Pennsylvania
$8.24M -$7.5M -150,791 -48%
Corient Private Wealth
47
Corient Private Wealth
Florida
$8.19M +$659K +13,256 +9%
CAL
48
Capital Analysts LLC
Pennsylvania
$8.17M -$4.55M -91,570 -36%
EA
49
Enclave Advisors
Texas
$7.61M +$4.95M +99,566 +188%
KCM
50
Kathmere Capital Management
Pennsylvania
$7.14M +$1.57M +31,517 +28%

VUSB Hedge Fund Activity: Q1 2025 in Review

341 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vanguard Ultra-Short Bond ETF (VUSB) for Q1 2025, worth a combined $2.68B — up 13% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VUSB positions and 26 closed out — a net gain of 28 holders — while 132 added to existing stakes and 106 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $99.6M. The largest seller was JP Morgan Chase, cutting an estimated $83.8M.

  • 341 institutional investors held Vanguard Ultra-Short Bond ETF (VUSB) as of Q1 2025, up from 316 in Q4 2024.
  • Funds reported $2.68B of Vanguard Ultra-Short Bond ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 54 funds opened new Vanguard Ultra-Short Bond ETF positions in Q1 2025 and 26 closed out, a net change of +28 holders.
  • The largest Vanguard Ultra-Short Bond ETF buyer in Q1 2025 was Bramshill Investments, an estimated $99.6M added.
  • The largest Vanguard Ultra-Short Bond ETF seller in Q1 2025 was JP Morgan Chase, an estimated $83.8M sold.

Based on aggregated 13F filings for Q1 2025.