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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
WIM
126
Warwick Investment Management
Texas
$1.36M +$198K +3,995 +17%
VFP
127
Verus Financial Partners
Virginia
$1.33M -$52.8K -1,062 -4%
CCA
128
Clearwater Capital Advisors
Illinois
$1.33M +$115K +2,321 +10%
RCG
129
Regatta Capital Group
California
$1.31M +$6.71K +135 +0.5%
BA
130
Ballew Advisors
Mississippi
$1.31M +$21.1K +424 +2%
BFIM
131
Beese Fulmer Investment Management
Ohio
$1.28M -$60.9K -1,225 -5%
BAM
132
Belpointe Asset Management
Nevada
$1.28M -$1.29M -25,907 -50%
CGL
133
Clarius Group LLC
Washington
$1.27M +$370K +7,437 +41%
LFP
134
Leeward Financial Partners
Washington
$1.25M -$268K -5,392 -18%
Jane Street
135
Jane Street
New York
$1.22M +$1.21M +24,359 New
LGA
136
Lebenthal Global Advisors
New York
$1.21M +$16.5K +332 +1%
DWT
137
Dorsey & Whitney Trust
South Dakota
$1.21M
PD
138
Planning Directions
Pennsylvania
$1.19M -$944K -19,001 -44%
MWA
139
Mills Wealth Advisors
Texas
$1.16M -$23.2K -467 -2%
CS
140
Capital Square
Tennessee
$1.16M -$2.78K -56 -0.2%
MCM
141
Manchester Capital Management
Vermont
$1.14M
OWA
142
Outlook Wealth Advisors
Texas
$1.09M +$1.09M +21,866 New
TWM
143
TriaGen Wealth Management
California
$1.08M -$59.5K -1,197 -5%
WMG
144
WESCAP Management Group
California
$1.03M -$179K -3,594 -15%
KFC
145
Klingenstein Fields & Co
New York
$1.03M +$64.9K +1,306 +7%
LWCFA
146
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.02M +$250K +5,025 +33%
BCA
147
Ballentine Capital Advisors
South Carolina
$983K -$300K -6,035 -23%
CFS
148
CGC Financial Services
Oregon
$966K -$37.7K -758 -4%
BCWM
149
Bartlett & Co Wealth Management
Ohio
$943K +$74.5K +1,500 +9%
MWM
150
Modera Wealth Management
New Jersey
$940K -$26.6K -536 -3%

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.