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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
AC
51
Apella Capital
Connecticut
$5.66M +$495K +9,960 +10%
SPIA
52
Steward Partners Investment Advisory
New York
$5.59M +$57.9K +1,165 +1%
Osaic Holdings
53
Osaic Holdings
Arizona
$5.59M -$2.78K -56 -0.1%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$5.32M +$128K +2,574 +2%
NCM
55
Northwest Capital Management
Oregon
$5.19M
AFS
56
Annapolis Financial Services
Maryland
$5.06M -$1.44K -29 -0%
ZA
57
Zazove Associates
Nevada
$4.99M
PHWM
58
Pine Harbor Wealth Management
Maryland
$4.99M -$1.06M -21,392 -18%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$4.87M -$4.22M -84,888 -47%
AR
60
Advisory Research
Illinois
$4.58M -$250K -5,035 -5%
P
61
Pitcairn
Pennsylvania
$4.5M +$4.48M +90,189 New
TAM
62
Titleist Asset Management
Texas
$4.31M +$340K +6,851 +9%
FFN
63
Focus Financial Network
Minnesota
$4.26M +$3.13K +63 +0.1%
CA
64
CWC Advisors
Oregon
$4.14M +$4.11M +82,805 New
KCM
65
Kathmere Capital Management
Pennsylvania
$4.03M -$535K -10,767 -12%
MML Investors Services
66
MML Investors Services
Massachusetts
$4.03M +$165K +3,322 +4%
AAS
67
Ameritas Advisory Services
Nebraska
$3.95M +$132K +2,666 +3%
OIA
68
OneDigital Investment Advisors
Kansas
$3.93M +$549K +11,042 +16%
SAM
69
SP Asset Management
California
$3.71M -$144K -2,893 -4%
SWMG
70
Signature Wealth Management Group
Georgia
$3.69M +$89.9K +1,809 +3%
CTC
71
Central Trust Company
Missouri
$3.67M +$1.76M +35,338 +93%
SIC
72
Salem Investment Counselors
North Carolina
$3.65M -$173K -3,487 -5%
IWC
73
Integrated Wealth Concepts
Massachusetts
$3.51M +$51.9K +1,044 +2%
EA
74
Enclave Advisors
Texas
$3.48M +$3.46M +69,592 New
PHAM
75
Palisades Hudson Asset Management
Florida
$3.42M +$323K +6,498 +10%

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.