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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
Osaic Holdings
51
Osaic Holdings
Arizona
$5.54M -$2.56M -51,777 -32%
SPIA
52
Steward Partners Investment Advisory
New York
$5.49M -$84.4K -1,709 -2%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$5.42M +$4.27M +86,414 +374%
TA
54
TruWealth Advisors
Louisiana
$5.4M +$1.95M +39,535 +57%
CPIG
55
Chicago Partners Investment Group
Illinois
$5.36M +$161K +3,258 +3%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$5.15M +$49 +1 +0%
NCM
57
Northwest Capital Management
Oregon
$5.15M -$4.5K -91 -0.1%
AC
58
Apella Capital
Connecticut
$5.13M +$4.17M +84,344 +434%
AFS
59
Annapolis Financial Services
Maryland
$5.02M -$259K -5,243 -5%
ZA
60
Zazove Associates
Nevada
$4.95M
AC
61
Anson Capital
Georgia
$4.87M +$3.39M +68,614 +232%
AR
62
Advisory Research
Illinois
$4.79M +$750K +15,180 +19%
KCM
63
Kathmere Capital Management
Pennsylvania
$4.53M -$1.47M -29,681 -25%
FFN
64
Focus Financial Network
Minnesota
$4.23M +$51.4K +1,040 +1%
Citadel Advisors
65
Citadel Advisors
Florida
$3.97M -$1.32M -26,691 -25%
TAM
66
Titleist Asset Management
Texas
$3.94M +$3.55M +71,948 +953%
MML Investors Services
67
MML Investors Services
Massachusetts
$3.83M -$250K -5,069 -6%
SAM
68
SP Asset Management
California
$3.82M +$50.7K +1,026 +1%
SIC
69
Salem Investment Counselors
North Carolina
$3.8M -$148K -2,990 -4%
AAS
70
Ameritas Advisory Services
Nebraska
$3.79M +$426K +8,612 +13%
Mariner
71
Mariner
Kansas
$3.71M -$349K -7,072 -9%
SWMG
72
Signature Wealth Management Group
Georgia
$3.57M +$9.44K +191 +0.3%
IWC
73
Integrated Wealth Concepts
Massachusetts
$3.43M -$1.24K -25 -0%
MPIA
74
Mountain Pacific Investment Advisers
Idaho
$3.42M -$349K -7,054 -9%
OIA
75
OneDigital Investment Advisors
Kansas
$3.35M +$2.04M +41,267 +157%

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.