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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
JP Morgan Chase
1
JP Morgan Chase
New York
$788M +$5.13M +103,701 +0.7%
WBG
2
Wharton Business Group
Pennsylvania
$223M +$6.65M +134,435 +3%
BTI
3
Blue Trust Inc
Georgia
$74.2M +$2.97M +59,922 +4%
Renaissance Technologies
4
Renaissance Technologies
New York
$72.1M -$2.83M -57,107 -4%
Wells Fargo
5
Wells Fargo
California
$60.6M +$6.85M +138,440 +13%
AW
6
Avion Wealth
Texas
$52.2M +$961K +19,423 +2%
CFO
7
Colony Family Offices
North Carolina
$42.3M -$608K -12,288 -1%
PCFFS
8
Pacific Center for Financial Services
California
$38M +$929K +18,774 +3%
LPL Financial
9
LPL Financial
California
$34.5M +$3.6M +72,733 +12%
WA
10
Waverly Advisors
Alabama
$24.3M +$22.6M +456,308 +1,308%
FA
11
Fortis Advisors
Pennsylvania
$21.3M -$617K -12,476 -3%
DK
12
David Kennon
Florida
$21.2M +$294K +5,935 +1%
ICG
13
InterOcean Capital Group
Tennessee
$21.1M +$386K +7,809 +2%
CAL
14
Capital Analysts LLC
Pennsylvania
$20.9M -$430K -8,695 -2%
RWI
15
Red Wave Investments
Pennsylvania
$20.7M +$1.44M +29,033 +7%
NW
16
NewEdge Wealth
Pennsylvania
$16.2M +$3.65M +73,847 +29%
HighTower Advisors
17
HighTower Advisors
Illinois
$14.7M +$12.8M +259,580 +681%
HKAM
18
Horizon Kinetics Asset Management
New York
$13.7M -$796K -16,085 -6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$13.2M +$931K +18,815 +8%
Betterment LLC
20
Betterment LLC
New York
$13.1M +$1.44M +29,017 +12%
Stifel Financial
21
Stifel Financial
Missouri
$13M +$362K +7,315 +3%
Bank of America
22
Bank of America
North Carolina
$12.9M +$3.7M +74,707 +40%
FMP
23
Financial Management Professionals
Texas
$11.4M +$174K +3,514 +2%
SW
24
Schulz Wealth
Texas
$11.3M -$1.17M -23,742 -9%
CFC
25
Coyle Financial Counsel
Illinois
$11.2M +$706K +14,275 +7%

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.