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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
JP Morgan Chase
1
JP Morgan Chase
New York
$945M +$79M +1,589,803 +9%
AA
2
Axiom Advisory
California
$86.7M -$46.5M -936,191 -35%
BTI
3
Blue Trust Inc
Georgia
$76.7M +$3.45M +69,352 +5%
Renaissance Technologies
4
Renaissance Technologies
New York
$74.9M +$5.15M +103,700 +7%
WBG
5
Wharton Business Group
Pennsylvania
$73.9M +$1.02M +20,605 +1%
AW
6
Avion Wealth
Texas
$50.6M +$270K +5,426 +0.5%
Wells Fargo
7
Wells Fargo
California
$47.4M -$12.2M -244,854 -20%
Bank of America
8
Bank of America
North Carolina
$45.9M +$26.1M +524,763 +133%
LPL Financial
9
LPL Financial
California
$45.8M -$2.79M -56,225 -6%
PCFFS
10
Pacific Center for Financial Services
California
$39.8M +$1.01M +20,412 +3%
RWI
11
Red Wave Investments
Pennsylvania
$28.1M +$5.16M +103,930 +23%
HighTower Advisors
12
HighTower Advisors
Illinois
$27.5M +$6.7M +134,822 +32%
AIA
13
Acute Investment Advisory
Arizona
$27.2M -$455K -9,151 -2%
Citadel Advisors
14
Citadel Advisors
Florida
$23M +$18.9M +379,629 +474%
DK
15
David Kennon
Florida
$22.3M +$512K +10,312 +2%
WA
16
Waverly Advisors
Alabama
$21.3M -$4.24M -85,303 -17%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$19.4M -$430K -8,659 -2%
CAL
18
Capital Analysts LLC
Pennsylvania
$18.4M -$1.11M -22,350 -6%
CFO
19
Colony Family Offices
North Carolina
$18.1M -$22.8M -459,843 -56%
FA
20
Fortis Advisors
Pennsylvania
$17.7M -$1.72M -34,541 -9%
NW
21
NewEdge Wealth
Pennsylvania
$17.6M +$1.28M +25,837 +8%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$15.4M +$9.77M +196,692 +175%
Betterment LLC
23
Betterment LLC
New York
$14.6M +$201K +4,041 +1%
GWM
24
Global Wealth Management
New Jersey
$14.5M +$14.4M +289,463 New
FWM
25
Fonville Wealth Management
Virginia
$14.4M +$1.22M +24,490 +9%

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.