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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
CGL
151
Clarius Group LLC
Washington
$897K +$12.1K +244 +1%
NC
152
Napatree Capital
Rhode Island
$877K -$195K -3,940 -18%
SCM
153
SOL Capital Management
Maryland
$862K -$246K -4,975 -22%
BCWM
154
Bartlett & Co Wealth Management
Ohio
$861K -$229K -4,640 -21%
MAM
155
Mainsail Asset Management
Alabama
$821K -$20.4K -412 -2%
Pathstone Holdings
156
Pathstone Holdings
New Jersey
$814K +$554K +11,205 +214%
RWM
157
Ruedi Wealth Management
Illinois
$812K +$10.9K +221 +1%
CTFG
158
Capstone Triton Financial Group
Oklahoma
$794K -$222K -4,495 -22%
GCA
159
Gradient Capital Advisors
California
$787K +$36.4K +736 +5%
LPP
160
Life Planning Partners
Florida
$785K -$5.48K -111 -0.7%
LWCFA
161
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$763K +$300K +6,070 +65%
RWM
162
Ritholtz Wealth Management
New York
$761K +$115K +2,318 +18%
KPWS
163
Kestra Private Wealth Services
Texas
$760K -$49 -1 -0%
CWAF
164
Core Wealth Advisors (Florida)
Florida
$756K +$76.1K +1,540 +11%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$733K +$34.4K +697 +5%
WJA
166
Willis Johnson & Associates
Texas
$724K -$272K -5,503 -27%
LAM
167
Lakewood Asset Management
Illinois
$710K +$21.4K +434 +3%
CFGSD
168
Compass Financial Group (South Dakota)
South Dakota
$690K +$3.71K +75 +0.5%
CPA
169
Cardiff Park Advisors
California
$690K
GA
170
GSG Advisors
New Jersey
$684K +$5.68K +115 +0.8%
CIC
171
Cutler Investment Counsel
Oregon
$682K
CPWM
172
Cypress Point Wealth Management
Texas
$672K -$150K -3,026 -18%
PAM
173
Peak Asset Management
Colorado
$664K -$49.4K -1,000 -7%
LA
174
Latitude Advisors
Florida
$647K -$19.2K -389 -3%
LWM
175
Laidlaw Wealth Management
New York
$645K +$14.3K +290 +2%

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.