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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
AFG
201
Allegheny Financial Group
Pennsylvania
$417K
MSWMA
202
Market Street Wealth Management Advisors
Indiana
$406K -$48.2K -970 -11%
EH
203
Equitable Holdings
New York
$397K
AAS
204
Avantax Advisory Services
Texas
$392K -$7.8K -157 -2%
SAM
205
Summit Asset Management
Tennessee
$381K -$258K -5,200 -41%
BWA
206
BlueChip Wealth Advisors
Georgia
$364K +$362K +7,279 New
SA
207
SAM Advisors
California
$354K -$186K -3,735 -35%
Kovitz Investment Group Partners
208
Kovitz Investment Group Partners
Illinois
$350K +$348K +7,000 New
TSS
209
Two Sigma Securities
New York
$349K +$16.2K +327 +5%
HA
210
Hanover Advisors
South Carolina
$346K
MOS
211
MGO One Seven
Ohio
$339K -$1.39K -28 -0.4%
RFP
212
Root Financial Partners
California
$336K +$334K +6,725 New
PCIA
213
Prime Capital Investment Advisors
Kansas
$331K -$56.4K -1,135 -15%
CRC
214
Curi RMB Capital
Illinois
$328K
WB
215
WesBanco Bank
West Virginia
$326K +$123K +2,480 +61%
WAM
216
WNY Asset Management
New York
$325K +$696 +14 +0.2%
FFA
217
Farther Finance Advisors
California
$321K +$305K +6,140 +2,139%
BEW
218
Burton Enright Welch
California
$318K -$134K -2,699 -30%
FC
219
Family CFO
California
$316K +$314K +6,320 New
SC
220
Sierra Capital
Florida
$312K +$311K +6,250 New
RF
221
RHS Financial
California
$308K -$87.1K -1,753 -22%
BST
222
Bath Savings Trust
Maine
$307K +$2.48K +50 +0.8%
WMA
223
Wealth Management Associates
New Jersey
$300K
GA
224
Greenspring Advisors
Maryland
$293K -$258K -5,197 -47%
RSWA
225
Robinson Smith Wealth Advisors
Maine
$293K -$47.8K -962 -14%

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.