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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
Morgan Stanley
76
Morgan Stanley
New York
$3.38M -$18.9M -380,555 -85%
Mariner
77
Mariner
Kansas
$3.34M -$404K -8,128 -11%
HIA
78
HTG Investment Advisors
Connecticut
$3.31M +$340K +6,842 +12%
TC
79
TAGStone Capital
North Carolina
$3.3M -$65.6K -1,321 -2%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$3.26M +$546K +10,982 +20%
MWM
81
MorganRosel Wealth Management
Colorado
$3.21M +$104K +2,097 +3%
CISOA
82
Capital Investment Services of America
Wisconsin
$3.12M +$194K +3,900 +7%
MPIA
83
Mountain Pacific Investment Advisers
Idaho
$3.07M -$372K -7,481 -11%
Creative Planning
84
Creative Planning
Kansas
$3.04M -$259K -5,216 -8%
CPIG
85
Chicago Partners Investment Group
Illinois
$3.04M -$2.33M -46,868 -43%
SRC
86
Sage Rhino Capital
California
$3M -$160K -3,223 -5%
CTA
87
Chesley Taft & Associates
Illinois
$2.84M +$344K +6,923 +14%
CSPIA
88
Cary Street Partners Investment Advisory
Virginia
$2.8M +$366K +7,370 +15%
KPP
89
Kings Path Partners
Texas
$2.72M +$2.63M +53,006 +3,892%
TCM
90
TD Capital Management
Tennessee
$2.67M -$302K -6,088 -10%
VA
91
Valmark Advisers
Ohio
$2.64M -$189K -3,805 -7%
JGCM
92
Joseph Group Capital Management
Ohio
$2.63M +$7.3K +147 +0.3%
TYCC
93
Texas Yale Capital Corp
Florida
$2.55M -$296K -5,950 -10%
EIC
94
Equity Investment Corp
Georgia
$2.52M -$65.5K -1,319 -3%
BB
95
Busey Bank
Illinois
$2.51M
SIS
96
Strategic Investment Solutions
Illinois
$2.39M -$89.8K -1,808 -4%
AWS
97
Atria Wealth Solutions
New York
$2.36M +$419K +8,424 +22%
TWCA
98
Two West Capital Advisors
Kansas
$2.3M -$18.3K -369 -0.8%
BFG
99
Bouchey Financial Group
New York
$2.25M -$391K -7,861 -15%
BCM
100
Brookstone Capital Management
Illinois
$2.17M -$652K -13,119 -23%

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.