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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
JP Morgan Chase
1
JP Morgan Chase
New York
$858M +$70.4M +1,423,957 +9%
AA
2
Axiom Advisory
California
$132M +$130M +2,628,726 +5,060%
BTI
3
Blue Trust Inc
Georgia
$73.3M -$925K -18,730 -1%
WBG
4
Wharton Business Group
Pennsylvania
$72.3M -$150M -3,032,030 -67%
Renaissance Technologies
5
Renaissance Technologies
New York
$69.1M -$2.96M -60,000 -4%
Wells Fargo
6
Wells Fargo
California
$59.2M -$1.42M -28,791 -2%
AW
7
Avion Wealth
Texas
$49.9M -$2.26M -45,806 -4%
LPL Financial
8
LPL Financial
California
$48.2M +$13.7M +276,376 +40%
CFO
9
Colony Family Offices
North Carolina
$40.7M -$1.53M -30,946 -4%
PCFFS
10
Pacific Center for Financial Services
California
$38.5M +$539K +10,917 +1%
AIA
11
Acute Investment Advisory
Arizona
$27.4M +$27.4M +553,909 New
WA
12
Waverly Advisors
Alabama
$25.4M +$1.05M +21,156 +4%
FTUS
13
Flow Traders U.S.
New York
$25.1M +$21.3M +432,082 +574%
RWI
14
Red Wave Investments
Pennsylvania
$22.7M +$2.08M +42,003 +10%
Morgan Stanley
15
Morgan Stanley
New York
$22.2M +$21.5M +435,552 +3,434%
DK
16
David Kennon
Florida
$21.6M +$410K +8,306 +2%
HighTower Advisors
17
HighTower Advisors
Illinois
$20.6M +$5.83M +117,956 +40%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$19.7M +$18.8M +380,707 +2,200%
Bank of America
19
Bank of America
North Carolina
$19.5M +$6.66M +134,771 +52%
CAL
20
Capital Analysts LLC
Pennsylvania
$19.3M -$1.49M -30,201 -7%
FA
21
Fortis Advisors
Pennsylvania
$19.2M -$2.05M -41,462 -10%
NW
22
NewEdge Wealth
Pennsylvania
$16.2M -$75.7K -1,533 -0.5%
HKAM
23
Horizon Kinetics Asset Management
New York
$14.9M +$1.24M +25,158 +9%
Betterment LLC
24
Betterment LLC
New York
$14.3M +$1.18M +23,920 +9%
MFIM
25
Mesirow Financial Investment Management
Illinois
$13.9M +$10.5M +213,342 +321%

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.