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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
SAM
176
Summit Asset Management
Tennessee
$635K
PIMG
177
Patriot Investment Management Group
Tennessee
$611K +$196K +3,969 +47%
PAG
178
Private Advisor Group
New Jersey
$611K +$20.9K +424 +4%
BCM
179
Brasada Capital Management
Texas
$602K +$642 +13 +0.1%
OP
180
ORG Partners
Indiana
$599K +$600K +12,145 New
BFEC
181
Benjamin F. Edwards & Company
Missouri
$596K +$278K +5,621 +88%
LLWM
182
Life Line Wealth Management
California
$576K +$7.71K +156 +1%
SAM
183
SignalPoint Asset Management
Missouri
$562K +$4.55K +92 +0.8%
GA
184
Greenspring Advisors
Maryland
$548K
SA
185
SAM Advisors
California
$536K -$36.6K -740 -6%
EWM
186
Empirical Wealth Management
Washington
$516K +$515K +10,418 New
KP
187
Keel Point
Alabama
$512K -$30K -608 -6%
EF
188
Exeter Financial
Arizona
$494K +$23.5K +476 +5%
BSW
189
Buckingham Strategic Wealth
Missouri
$492K -$15.5K -314 -3%
Comerica Bank
190
Comerica Bank
Texas
$486K -$182K -3,690 -27%
BHWM
191
Beaird Harris Wealth Management
Texas
$485K
CAP
192
Columbia Advisory Partners
Washington
$462K +$461K +9,330 New
AF
193
Apexium Financial
Texas
$459K -$296 -6 -0.1%
Mirae Asset Global Investments
194
Mirae Asset Global Investments
South Korea
$454K +$453K +9,170 New
MSWMA
195
Market Street Wealth Management Advisors
Indiana
$451K -$422K -8,544 -48%
SC
196
Savant Capital
Illinois
$449K +$448K +9,066 New
BEW
197
Burton Enright Welch
California
$449K +$4.3K +87 +1%
RRCM
198
Rappaport Reiches Capital Management
Illinois
$436K -$648K -13,125 -60%
CKAIS
199
Christensen King & Associates Investment Services
Washington
$420K +$29.9K +606 +8%
SIC
200
SJS Investment Consulting
Ohio
$419K -$156K -3,166 -27%

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.