We are live on ! Find out more
VUSB icon

Vanguard Ultra-Short Bond ETF
VUSB

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: 18 → 20 (+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: 299 → 298 (-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
–

Top Buyers

Rank Fund Capital Flow
1
AA
Axiom Advisory
California
+$130M
2
JP Morgan Chase
JP Morgan Chase
New York
+$70.4M
3
AIA
Acute Investment Advisory
Arizona
+$27.4M
4
Morgan Stanley
Morgan Stanley
New York
+$21.5M
5
FTUS
Flow Traders U.S.
New York
+$21.3M

Top Sellers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
-$150M
2
MFG
Monumental Financial Group
Maryland
-$6.66M
3
AT
American Trust
Kentucky
-$4.75M
4
MFA
McClarren Financial Advisors
Pennsylvania
-$4.56M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
76
TAGStone Capital
North Carolina
$3.33M -$66.3K -1,341 -2%
Creative Planning
77
Creative Planning
Kansas
$3.27M -$517K -10,454 -14%
AWE
78
Avidian Wealth Enterprises
Texas
$3.18M +$705K +14,262 +29%
SRC
79
Sage Rhino Capital
California
$3.13M -$767K -15,532 -20%
MWM
80
MorganRosel Wealth Management
Colorado
$3.08M +$84.9K +1,719 +3%
PHAM
81
Palisades Hudson Asset Management
Florida
$3.07M +$1.83K +37 +0.1%
EFP
82
Elser Financial Planning
Indiana
$3.02M +$3.02M +61,073 New
TCM
83
TD Capital Management
Tennessee
$2.95M -$284K -5,749 -9%
HIA
84
HTG Investment Advisors
Connecticut
$2.94M +$420K +8,505 +17%
KP
85
Kitching Partners
Pennsylvania
$2.9M +$198K +4,005 +7%
CISOA
86
Capital Investment Services of America
Wisconsin
$2.9M -$208K -4,205 -7%
TYCC
87
Texas Yale Capital Corp
Florida
$2.83M – – –
BCM
88
Brookstone Capital Management
Illinois
$2.81M +$2.43M +49,130 +652%
VA
89
Valmark Advisers
Ohio
$2.81M -$46.7K -946 -2%
ACM
90
ADAR1 Capital Management
Texas
$2.73M – – –
KDA
91
Kraft Davis & Associates
Missouri
$2.73M -$192K -3,894 -7%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$2.69M +$1.22M +24,594 +83%
BFG
93
Bouchey Financial Group
New York
$2.62M -$182K -3,679 -6%
JGCM
94
Joseph Group Capital Management
Ohio
$2.6M +$113K +2,297 +5%
EIC
95
Equity Investment Corp
Georgia
$2.57M -$101K -2,037 -4%
BAM
96
Belpointe Asset Management
Nevada
$2.55M +$1.47M +29,789 +137%
PCIG
97
Partners Capital Investment Group
Massachusetts
$2.5M -$1.2M -24,301 -32%
BB
98
Busey Bank
Illinois
$2.49M – – –
KAS
99
Kestra Advisory Services
Texas
$2.49M +$1.31M +26,426 +111%
SIS
100
Strategic Investment Solutions
Illinois
$2.47M +$2.46M +49,761 New
2 3
4
5 6

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.