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Vanguard Ultra-Short Bond ETF
VUSB

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: 294 → 299 (+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: 22 → 18 (-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
–

Top Buyers

Rank Fund Capital Flow
1
WA
Waverly Advisors
Alabama
+$22.6M
2
HighTower Advisors
HighTower Advisors
Illinois
+$12.8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.63M
4
Wells Fargo
Wells Fargo
California
+$6.85M
5
WBG
Wharton Business Group
Pennsylvania
+$6.65M

Top Sellers

Rank Fund Capital Flow
1
GSAM
Grant Street Asset Management
Pennsylvania
-$36.5M
2
PCA
Pallas Capital Advisors
Massachusetts
-$8.16M
3
PI
Parkside Investments
Illinois
-$7.08M
4
RCG
Regatta Capital Group
California
-$5.99M
5
AC
AlphaCore Capital
California
-$5.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
176
Brasada Capital Management
Texas
$602K -$38.2K -772 -6%
PAG
177
Private Advisor Group
New Jersey
$590K -$678K -13,692 -53%
GAA
178
Global Assets Advisory
Florida
$588K +$1.43M +28,988 New
SIC
179
SJS Investment Consulting
Ohio
$576K -$52.7K -1,064 -8%
SA
180
SAM Advisors
California
$573K +$572K +11,557 New
LLWM
181
Life Line Wealth Management
California
$568K +$4.8K +97 +0.9%
SAM
182
SignalPoint Asset Management
Missouri
$558K +$558K +11,266 New
WIM
183
Warwick Investment Management
Texas
$553K +$553K +11,169 New
LNC
184
Lincoln National Corp
Pennsylvania
$552K +$551K +11,136 New
GA
185
Greenspring Advisors
Maryland
$548K +$44.9K +908 +9%
FP
186
Financial Perspectives
Minnesota
$546K – – –
KP
187
Keel Point
Alabama
$541K +$2.47K +50 +0.5%
BSW
188
Buckingham Strategic Wealth
Missouri
$508K +$1.58K +32 +0.3%
BHWM
189
Beaird Harris Wealth Management
Texas
$485K – – –
EF
190
Exeter Financial
Arizona
$469K +$60.4K +1,221 +15%
LWCFA
191
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$461K +$462K +9,330 New
AF
192
Apexium Financial
Texas
$460K -$9.9K -200 -2%
RVPG
193
Relative Value Partners Group
$449K -$146K -2,947 -25%
EH
194
Equitable Holdings
New York
$446K +$445K +8,996 New
BEW
195
Burton Enright Welch
California
$445K -$211K -4,258 -32%
CVA
196
Central Valley Advisors
California
$444K +$1.53K +31 +0.3%
IAN
197
Integrated Advisors Network
Texas
$439K +$438K +8,850 New
CAM
198
Cresset Asset Management
Illinois
$423K -$591K -11,940 -58%
PIMG
199
Patriot Investment Management Group
Tennessee
$415K +$80.4K +1,624 +24%
AFG
200
Allegheny Financial Group
Pennsylvania
$414K – – –
6 7
8
9 10

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.