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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
Cerity Partners
201
Cerity Partners
New York
$419K +$187K +3,781 +81%
AFG
202
Allegheny Financial Group
Pennsylvania
$413K
AAS
203
Avantax Advisory Services
Texas
$397K +$396K +8,012 New
EH
204
Equitable Holdings
New York
$394K -$51.6K -1,044 -12%
RF
205
RHS Financial
California
$392K +$11K +223 +3%
PCIA
206
Prime Capital Investment Advisors
Kansas
$384K +$3.61K +73 +0.9%
PA
207
Parallel Advisors
California
$364K -$28.6K -579 -7%
CANC
208
Culbertson A N & Co
Virginia
$354K +$148K +3,000 +72%
PWA
209
Prairie Wealth Advisors
Nebraska
$347K -$2.69M -54,371 -89%
EAM
210
Evanson Asset Management
California
$347K
HA
211
Hanover Advisors
South Carolina
$343K +$10K +203 +3%
CPCM
212
Cardinal Point Capital Management
Ontario, Canada
$341K -$24.7K -500 -7%
RSWA
213
Robinson Smith Wealth Advisors
Maine
$338K -$5.48K -111 -2%
MOS
214
MGO One Seven
Ohio
$337K
WHCFA
215
William Howard & Co Financial Advisors
Tennessee
$333K +$332K +6,722 New
TSS
216
Two Sigma Securities
New York
$330K +$329K +6,655 New
CRC
217
Curi RMB Capital
Illinois
$326K
WAM
218
WNY Asset Management
New York
$322K -$26K -527 -8%
BCI
219
Brinker Capital Investments
Pennsylvania
$317K +$317K +6,408 New
OPS
220
Orion Portfolio Solutions
Nebraska
$317K +$317K +6,408 New
ODA
221
One Degree Advisors
California
$304K +$56.7K +1,147 +23%
BST
222
Bath Savings Trust
Maine
$302K -$6.42K -130 -2%
RJA
223
Raymond James & Associates
Florida
$300K -$20.8K -420 -6%
PWPS
224
Pinnacle Wealth Planning Services
Ohio
$297K -$86.1K -1,742 -22%
WMA
225
Wealth Management Associates
New Jersey
$297K

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.