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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
AC
126
Applied Capital
Arkansas
$1.35M +$27.8K +563 +2%
CFA
127
Camarda Financial Advisors
Florida
$1.33M +$1.33M +26,934 New
BFIM
128
Beese Fulmer Investment Management
Ohio
$1.33M – – –
RCG
129
Regatta Capital Group
California
$1.3M -$184K -3,715 -12%
BA
130
Ballew Advisors
Mississippi
$1.28M -$133K -2,697 -9%
BCA
131
Ballentine Capital Advisors
South Carolina
$1.27M -$134K -2,704 -10%
CCA
132
Clearwater Capital Advisors
Illinois
$1.2M +$860K +17,400 +253%
DWT
133
Dorsey & Whitney Trust
South Dakota
$1.2M – – –
WMG
134
WESCAP Management Group
California
$1.2M +$150K +3,032 +14%
LGA
135
Lebenthal Global Advisors
New York
$1.19M +$12.9K +261 +1%
MWA
136
Mills Wealth Advisors
Texas
$1.17M -$1.71M -34,700 -59%
PGFC
137
Peapack-Gladstone Financial Corp
New Jersey
$1.17M -$173K -3,500 -13%
QWM
138
Quadcap Wealth Management
Texas
$1.16M +$236K +4,784 +26%
WIM
139
Warwick Investment Management
Texas
$1.16M +$601K +12,168 +109%
CS
140
Capital Square
Tennessee
$1.15M -$13.8K -279 -1%
MCM
141
Manchester Capital Management
Vermont
$1.13M – – –
TWM
142
TriaGen Wealth Management
California
$1.13M -$91.6K -1,853 -8%
WCWM
143
Willow Creek Wealth Management
California
$1.09M -$200K -4,045 -16%
CFS
144
CGC Financial Services
Oregon
$995K +$58.7K +1,189 +6%
WA
145
WBH Advisory
Maryland
$985K -$115K -2,332 -10%
MWM
146
Modera Wealth Management
New Jersey
$959K +$9.88K +200 +1%
GSAM
147
Grant Street Asset Management
Pennsylvania
$954K -$213K -4,316 -18%
KFC
148
Klingenstein Fields & Co
New York
$952K – – –
GIA
149
Gladstone Institutional Advisory
Florida
$920K -$6.47K -131 -0.7%
TIAA Trust, National Association
150
TIAA Trust, National Association
North Carolina
$915K – – –
4 5
6
7 8

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.