We are live on ! Find out more
VUSB icon

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
AAS
76
Ameritas Advisory Services
Nebraska
$3.37M +$1.19M +24,056 +55%
MFIM
77
Mesirow Financial Investment Management
Illinois
$3.29M +$35.2K +712 +1%
TCM
78
TD Capital Management
Tennessee
$3.24M -$124K -2,509 -4%
CISOA
79
Capital Investment Services of America
Wisconsin
$3.11M -$17.3K -350 -0.6%
PHAM
80
Palisades Hudson Asset Management
Florida
$3.07M +$86.5K +1,747 +3%
PWA
81
Prairie Wealth Advisors
Nebraska
$3.04M +$3.04M +61,385 New
MWM
82
MorganRosel Wealth Management
Colorado
$3M +$950K +19,206 +47%
KDA
83
Kraft Davis & Associates
Missouri
$2.91M -$251K -5,065 -8%
MWA
84
Mills Wealth Advisors
Texas
$2.9M -$2.33M -47,136 -45%
NGA
85
Naples Global Advisors
Florida
$2.88M -$758K -15,325 -21%
VA
86
Valmark Advisers
Ohio
$2.85M -$30.2K -610 -1%
TYCC
87
Texas Yale Capital Corp
Florida
$2.83M
BFG
88
Bouchey Financial Group
New York
$2.81M -$766K -15,487 -21%
ACM
89
ADAR1 Capital Management
Texas
$2.74M +$247K +5,000 +10%
KP
90
Kitching Partners
Pennsylvania
$2.7M +$16.9K +342 +0.6%
EIC
91
Equity Investment Corp
Georgia
$2.67M +$429K +8,661 +19%
AA
92
Axiom Advisory
California
$2.57M +$86.6K +1,750 +3%
HIA
93
HTG Investment Advisors
Connecticut
$2.52M +$72.2K +1,459 +3%
BB
94
Busey Bank
Illinois
$2.49M +$2.49M +50,353 New
JGCM
95
Joseph Group Capital Management
Ohio
$2.49M +$262K +5,291 +12%
AWE
96
Avidian Wealth Enterprises
Texas
$2.47M +$103K +2,079 +4%
CTA
97
Chesley Taft & Associates
Illinois
$2.31M +$98.6K +1,993 +4%
PD
98
Planning Directions
Pennsylvania
$2.31M -$223K -4,516 -9%
MCM
99
MontVue Capital Management
Virginia
$2.15M -$110K -2,215 -5%
HAS
100
HBW Advisory Services
California
$2.14M

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.