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Vanguard Ultra-Short Bond ETF
VUSB

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: 20 → 22 (+2)

3% more capital invested

Capital invested by funds: $2.27B → $2.33B (+$58.7M)

1% more funds holding

Funds holding: 298 → 300 (+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
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$79M
2
Bank of America
Bank of America
North Carolina
+$26.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$18.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.77M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.7M

Top Sellers

Rank Fund Capital Flow
1
AA
Axiom Advisory
California
-$46.5M
2
CFO
Colony Family Offices
North Carolina
-$22.8M
3
Morgan Stanley
Morgan Stanley
New York
-$18.9M
4
FTUS
Flow Traders U.S.
New York
-$12.9M
5
Wells Fargo
Wells Fargo
California
-$12.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
151
Benjamin Edwards Inc
Missouri
$935K +$931K +18,731 New
TIAA Trust, National Association
152
TIAA Trust, National Association
North Carolina
$922K – – –
EAM
153
Evanson Asset Management
California
$894K +$542K +10,900 +156%
GIA
154
Gladstone Institutional Advisory
Florida
$878K -$49.5K -997 -5%
SCM
155
SOL Capital Management
Maryland
$864K -$4.97K -100 -0.6%
PGFC
156
Peapack-Gladstone Financial Corp
New Jersey
$839K -$343K -6,900 -29%
RWM
157
Ruedi Wealth Management
Illinois
$829K +$10.5K +211 +1%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$821K – – –
MAM
159
Mainsail Asset Management
Alabama
$812K -$16.2K -327 -2%
KPWS
160
Kestra Private Wealth Services
Texas
$807K +$40.3K +811 +5%
CTFG
161
Capstone Triton Financial Group
Oklahoma
$801K – – –
GCA
162
Gradient Capital Advisors
California
$798K +$4.47K +90 +0.6%
NC
163
Napatree Capital
Rhode Island
$776K -$109K -2,185 -12%
RWM
164
Ritholtz Wealth Management
New York
$767K -$99 -2 -0%
CWAF
165
Core Wealth Advisors (Florida)
Florida
$763K – – –
WA
166
WBH Advisory
Maryland
$755K -$237K -4,773 -24%
LPP
167
Life Planning Partners
Florida
$753K -$38.4K -772 -5%
AFP
168
Ausdal Financial Partners
Iowa
$737K +$462K +9,308 +171%
CFGSD
169
Compass Financial Group (South Dakota)
South Dakota
$709K +$13.2K +266 +2%
CPA
170
Cardiff Park Advisors
California
$696K – – –
LWM
171
Laidlaw Wealth Management
New York
$688K +$36.9K +742 +6%
CIC
172
Cutler Investment Counsel
Oregon
$687K – – –
PIMG
173
Patriot Investment Management Group
Tennessee
$665K +$48.5K +976 +8%
LA
174
Latitude Advisors
Florida
$664K +$11K +221 +2%
LAM
175
Lakewood Asset Management
Illinois
$651K -$64.6K -1,301 -9%
5 6
7
8 9

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.