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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
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$641K -$97.1K -1,955 -13%
PAM
177
Peak Asset Management
Colorado
$632K -$37.6K -756 -6%
CPWM
178
Cypress Point Wealth Management
Texas
$630K -$47.1K -948 -7%
WHCFA
179
William Howard & Co Financial Advisors
Tennessee
$623K +$286K +5,754 +86%
SCA
180
Scott Capital Advisors
Oregon
$619K -$6.98M -140,458 -92%
OP
181
ORG Partners
Indiana
$612K +$6.06K +122 +1%
BCI
182
Brinker Capital Investments
Pennsylvania
$600K +$278K +5,602 +87%
OPS
183
Orion Portfolio Solutions
Nebraska
$600K +$278K +5,602 +87%
LLWM
184
Life Line Wealth Management
California
$588K +$7.4K +149 +1%
KDA
185
Kraft Davis & Associates
Missouri
$588K -$2.15M -43,208 -79%
GA
186
GSG Advisors
New Jersey
$585K -$105K -2,113 -15%
PAG
187
Private Advisor Group
New Jersey
$580K -$36.2K -728 -6%
SAM
188
SignalPoint Asset Management
Missouri
$572K +$4.32K +87 +0.8%
UBS Group
189
UBS Group
Switzerland
$572K +$539K +10,850 +1,827%
EF
190
Exeter Financial
Arizona
$557K +$59.1K +1,189 +12%
BCM
191
Brasada Capital Management
Texas
$532K -$73.1K -1,471 -12%
KP
192
Keel Point
Alabama
$516K +$1.14K +23 +0.2%
BHWM
193
Beaird Harris Wealth Management
Texas
$489K
AF
194
Apexium Financial
Texas
$463K
SC
195
Savant Capital
Illinois
$453K
SIC
196
SJS Investment Consulting
Ohio
$433K +$10.2K +206 +2%
PSCM
197
Per Stirling Capital Management
Texas
$431K +$429K +8,632 New
GSAM
198
Grant Street Asset Management
Pennsylvania
$431K -$529K -10,642 -55%
CANC
199
Culbertson A N & Co
Virginia
$429K +$72K +1,450 +20%
CKAIS
200
Christensen King & Associates Investment Services
Washington
$429K +$4.97K +100 +1%

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.