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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
CPIG
51
Chicago Partners Investment Group
Illinois
$5.17M +$45.5K +920 +0.9%
NCM
52
Northwest Capital Management
Oregon
$5.15M
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$5.15M +$49 +1 +0%
ZA
54
Zazove Associates
Nevada
$4.96M
MFA
55
McClarren Financial Advisors
Pennsylvania
$4.91M +$979K +19,778 +25%
AT
56
American Trust
Kentucky
$4.75M -$3.41M -69,000 -88%
OMC
57
Old Mission Capital
Illinois
$4.6M +$4.6M +92,898 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$4.33M -$54.9K -1,110 -1%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$4.21M -$4.32M -87,270 -51%
FFN
60
Focus Financial Network
Minnesota
$4.16M -$2.05M -41,369 -33%
MML Investors Services
61
MML Investors Services
Massachusetts
$4.08M -$379K -7,667 -9%
Mariner
62
Mariner
Kansas
$4.06M -$845K -17,083 -17%
AR
63
Advisory Research
Illinois
$4.04M -$300K -6,060 -7%
AWM
64
Aberdeen Wealth Management
Illinois
$3.96M +$39.5K +799 +1%
SIC
65
Salem Investment Counselors
North Carolina
$3.95M +$112K +2,260 +3%
SRC
66
Sage Rhino Capital
California
$3.91M +$104K +2,106 +3%
Creative Planning
67
Creative Planning
Kansas
$3.79M -$866K -17,492 -19%
SAM
68
SP Asset Management
California
$3.77M -$1.68M -33,899 -31%
MPIA
69
Mountain Pacific Investment Advisers
Idaho
$3.77M -$176K -3,556 -4%
FTUS
70
Flow Traders U.S.
New York
$3.73M +$3.13M +63,296 +530%
PCIG
71
Partners Capital Investment Group
Massachusetts
$3.71M +$2.7M +54,490 +268%
SWMG
72
Signature Wealth Management Group
Georgia
$3.55M +$355K +7,181 +11%
TA
73
TruWealth Advisors
Louisiana
$3.45M +$982K +19,841 +40%
IWC
74
Integrated Wealth Concepts
Massachusetts
$3.44M +$2.31M +46,777 +207%
TC
75
TAGStone Capital
North Carolina
$3.4M -$25.8K -521 -0.8%

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.