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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
CTA
101
Chesley Taft & Associates
Illinois
$2.47M +$162K +3,281 +7%
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$2.41M +$935K +18,916 +64%
TWCA
103
Two West Capital Advisors
Kansas
$2.3M +$2.29M +46,426 New
NGA
104
Naples Global Advisors
Florida
$2.17M -$705K -14,275 -25%
PD
105
Planning Directions
Pennsylvania
$2.13M -$181K -3,664 -8%
RBC
106
Roble Belko & Company
Pennsylvania
$2.06M +$7.71K +156 +0.4%
MCM
107
MontVue Capital Management
Virginia
$2.04M -$109K -2,205 -5%
NCM
108
New Capital Management
Texas
$2M -$42.2K -855 -2%
CFGF
109
Compass Financial Group (Florida)
Florida
$1.97M -$18.2K -368 -0.9%
AWS
110
Atria Wealth Solutions
New York
$1.93M +$623K +12,604 +48%
TFP
111
TrueWealth Financial Partners
Washington
$1.92M +$1.91M +38,672 New
USCWA
112
U.S. Capital Wealth Advisors
Texas
$1.9M +$79.8K +1,616 +4%
CTC
113
Central Trust Company
Missouri
$1.88M +$332K +6,712 +21%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$1.87M -$2.32M -47,055 -55%
HAS
115
HBW Advisory Services
California
$1.87M -$279K -5,653 -13%
CCG
116
Chatham Capital Group
Georgia
$1.83M -$38K -770 -2%
CFA
117
Cahill Financial Advisors
Minnesota
$1.81M -$889 -18 -0%
SA
118
Sanctuary Advisors
Indiana
$1.68M +$1.68M +33,940 New
AL
119
Aspiriant LLC
California
$1.64M +$136K +2,752 +9%
OMC
120
Old Mission Capital
Illinois
$1.53M -$3.06M -61,987 -67%
LFP
121
Leeward Financial Partners
Washington
$1.51M +$368K +7,443 +32%
NWM
122
Northwest Wealth Management
Iowa
$1.48M -$4.79K -97 -0.3%
VFP
123
Verus Financial Partners
Virginia
$1.38M -$33.8K -685 -2%
FGA
124
Fortis Group Advisors
New Jersey
$1.35M +$395K +8,000 +41%
CFA
125
CWS Financial Advisors
Michigan
$1.35M -$74.1K -1,499 -5%

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.