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
KAS
126
Kestra Advisory Services
Texas
$1.18M +$281K +5,676 +31%
LGA
127
Lebenthal Global Advisors
New York
$1.17M +$3.32K +67 +0.3%
GSAM
128
Grant Street Asset Management
Pennsylvania
$1.17M -$36.5M -737,039 -97%
CS
129
Capital Square
Tennessee
$1.17M +$1.17M +23,554 New
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$1.15M +$1.14M +23,130 New
LFP
131
Leeward Financial Partners
Washington
$1.14M -$1.05M -21,140 -48%
MCM
132
Manchester Capital Management
Vermont
$1.13M -$73.9K -1,494 -6%
SCM
133
SOL Capital Management
Maryland
$1.11M +$150K +3,025 +16%
WA
134
WBH Advisory
Maryland
$1.1M -$24.7K -500 -2%
BCWM
135
Bartlett & Co Wealth Management
Ohio
$1.09M -$60.9K -1,231 -5%
RRCM
136
Rappaport Reiches Capital Management
Illinois
$1.09M +$891 +18 +0.1%
BAM
137
Belpointe Asset Management
Nevada
$1.07M -$374K -7,566 -26%
NC
138
Napatree Capital
Rhode Island
$1.07M -$10K -202 -0.9%
CA
139
Cetera Advisors
Colorado
$1.05M +$381K +7,698 +57%
WMG
140
WESCAP Management Group
California
$1.05M +$28K +565 +3%
CTFG
141
Capstone Triton Financial Group
Oklahoma
$1.02M
WJA
142
Willis Johnson & Associates
Texas
$997K -$1.31M -26,547 -57%
AC
143
Apella Capital
Connecticut
$961K -$120K -2,426 -11%
FGA
144
Fortis Group Advisors
New Jersey
$959K +$958K +19,353 New
KFC
145
Klingenstein Fields & Co
New York
$953K
MWM
146
Modera Wealth Management
New Jersey
$949K -$203K -4,098 -18%
CFS
147
CGC Financial Services
Oregon
$937K -$28.9K -584 -3%
GIA
148
Gladstone Institutional Advisory
Florida
$927K
QWM
149
Quadcap Wealth Management
Texas
$921K +$717K +14,482 +353%
TIAA Trust, National Association
150
TIAA Trust, National Association
North Carolina
$915K

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.