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Vanguard Ultra-Short Bond ETF

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: 294299 (+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: 2218 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$393K
CKAIS
202
Christensen King & Associates Investment Services
Washington
$391K
PWPS
203
Pinnacle Wealth Planning Services
Ohio
$384K +$81K +1,637 +27%
BPA
204
Beacon Pointe Advisors
California
$384K -$106K -2,132 -22%
RF
205
RHS Financial
California
$382K +$159K +3,216 +72%
PCIA
206
Prime Capital Investment Advisors
Kansas
$381K +$2.67K +54 +0.7%
TAM
207
Titleist Asset Management
Texas
$374K +$373K +7,546 New
BCM
208
Brookstone Capital Management
Illinois
$373K -$13.3K -269 -3%
JIC
209
Joel Isaacson & Co
New York
$372K +$371K +7,500 New
PA
210
PFG Advisors
Arizona
$368K -$89.5K -1,809 -20%
CPCM
211
Cardinal Point Capital Management
Ontario, Canada
$366K +$366K +7,390 New
WAM
212
WNY Asset Management
New York
$348K +$445 +9 +0.1%
EAM
213
Evanson Asset Management
California
$347K +$49.5K +1,000 +17%
RSWA
214
Robinson Smith Wealth Advisors
Maine
$343K -$13.3K -268 -4%
CCA
215
Clearwater Capital Advisors
Illinois
$340K +$340K +6,864 New
MOS
216
MGO One Seven
Ohio
$338K -$8.56K -173 -2%
HA
217
Hanover Advisors
South Carolina
$333K -$38.4K -775 -10%
CRC
218
Curi RMB Capital
Illinois
$326K
RJA
219
Raymond James & Associates
Florida
$321K +$61.2K +1,236 +24%
BFEC
220
Benjamin F. Edwards & Company
Missouri
$318K +$152K +3,081 +93%
MFS
221
Madrona Financial Services
Washington
$318K +$98.3K +1,987 +45%
CAM
222
Chandler Asset Management
California
$316K
Jane Street
223
Jane Street
New York
$314K +$313K +6,327 New
PWW
224
Pettyjohn Wood & White
Virginia
$309K -$7.42K -150 -2%
BST
225
Bath Savings Trust
Maine
$309K -$7.42K -150 -2%

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.